Moxie Integration: The Best Way to Automate Your WordPress Workflow

Moxie Integrations: A CRM built to keep freelancers organized with customizable automations and a forecast more accurate than the weatherman. Workshops With Moxie. Taught by career freelancers and entrepreneurs who fought the question, Where will my next client come from? and won.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Moxie. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Moxie.

Available Actions

• Create Client: This action will create a client in Moxie.
• Create Contact: This action will create a contact in Moxie.
• Create Opportunity: This action will create a opportunity in Moxie

Authorization of Moxie Integration

First you have to select the Moxie from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Moxie from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To get your Moxie Your API Url and API Key, follow these steps:

• Sign in to your “Moxie” account.
• Click on “Workspace settings” at the bottom left side.
• Go to “Connected apps”.
• Now go to “Integrations” section.
• Click on “Custom Integration”.
• Your Moxie “API Key” and “Base URL” will be displayed.
• Copy the “API Key” and paste it into the “API Key” field in your integrations page.
• Copy the “Base URL” (Example: {name}.withmoxie.com) and paste it into the “Your API Url” field in your integrations page.

Once you have successfully entered your Moxie Your API Url and API Key, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Select Action: Select an option from the drop-down list. For Example: “Create Contact“

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Moxie. The “Email” field is the default field in Moxie, so you will need to map your form’s “Email” field to this field in Moxie.

Actions

Add Client: You can add a client by enabling this option.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Moxie. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Elementor Form with Moxie

Elementor Form Integration with Moxie using Bit Integrations. When an Elementor Form is submitted, then a new client, contact, or opportunity is automatically created in Moxie.

Gravity Forms with Moxie

Gravity Forms Integration with Moxie using Bit Integrations. When a Gravity Forms is submitted, then a new client, contact, or opportunity is automatically created in Moxie.

WPForms with Moxie

WPForms Integration with Moxie using Bit Integrations. When a WPForms is submitted, then a new client, contact, or opportunity is automatically created in Moxie.

Contact Form 7 with Moxie

Contact Form 7 Integration with Moxie using Bit Integrations. When a Contact Form 7 is submitted, then a new client, contact, or opportunity is automatically created in Moxie.

WooCommerce with Moxie

WooCommerce Integration with Moxie using Bit Integrations. When a user create a customer or create a product in WooCommerce, then a new client, contact, or opportunity is automatically created in Moxie.

Ninja Forms with Moxie

Ninja Forms Integration with Moxie using Bit Integrations. When a Ninja Forms is submitted, then a new client, contact, or opportunity is automatically created in Moxie.

Forminator Forms with Moxie

Forminator Forms Integration with Moxie using Bit Integrations. When a Forminator Forms is submitted, then a new client, contact, or opportunity is automatically created in Moxie.

Formidable Forms with Moxie

Formidable Forms Integration with Moxie using Bit Integrations. When a Formidable Forms is submitted, then a new client, contact, or opportunity is automatically created in Moxie.

Fluent Forms with Moxie

Fluent Forms Integration with Moxie using Bit Integrations. When a Fluent Forms is submitted, then a new client, contact, or opportunity is automatically created in Moxie.

Bit Form with Moxie

Bit Form Integration with Moxie using Bit Integrations. When a Bit Form is submitted, then a new client, contact, or opportunity is automatically created in Moxie.