Moxie connector for Okou
Connect Moxie to read clients, contacts, projects, invoices, workspace metadata, and users.
Sales & operations · API Key and Workspace Host
Use Moxie in Okou
Moxie Public API for read-only CRM, project, invoice, template, workspace metadata, and user lookups.
Once connected, supported Moxie actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Moxie
- Read and search client records in the Moxie workspace.
- Search active Moxie projects.
- Read invoices currently in a payable state.
- Read email and invoice template names.
- Read workspace users and their access metadata.
- Search contact records in the Moxie workspace.
- Read vendor names, form names, pipeline stages, and task stages.
How the Moxie connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Moxie
Choose API Key and Workspace Host.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Moxie securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key and Workspace Host
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Moxie connector questions
- What can Okou do with Moxie?
- Connect Moxie to read clients, contacts, projects, invoices, workspace metadata, and users. Documented actions include: Read and search client records in the Moxie workspace. Search active Moxie projects.
- How do I connect Moxie to Okou?
- Connect Moxie using API Key and Workspace Host. The connection controls which supported actions a workflow can use.
- Can Moxie run in an automated workflow?
- Yes. After it is connected, supported Moxie actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
More sales & operations connectors
Explore other connectors in the same product category.
MRI OnLocation
Connect MRI OnLocation, formerly WhosOnLocation, to manage workplace locations, employees, contractors, visitors, certifications, inductions, notifications, and people-presence records.
Moskit CRM
Connect Moskit CRM to search contacts through the official API.
Myphoner
Connect Myphoner to read lead lists, leads, columns, statistics, and call details through the REST API.
