What Nerve can do with Moxie
Look things up 7
List Clients
List Clients. Retrieve every client and prospect in the workspace
Search Clients
Search Clients. Find clients by name, contact email or contact full name
Search Contacts
Search Contacts. Find contacts by first name, last name or email
Search Projects
Search Projects. Find projects belonging to a client
List Pipeline Stages
List Pipeline Stages. Retrieve the opportunity pipeline stages of the workspace
List Workspace Users
List Workspace Users. Retrieve the users of the workspace and their access
List Invoice Templates
List Invoice Templates. Retrieve the invoice template names of the workspace
Make changes 5
Create a Client
Create a Client. Create a new client record in moxie CRM
Create a Contact
Create a Contact. Create a new contact record in moxie CRM
Create a Task
Create a Task. Create a task in project
Create a Project
Create a Project. Creates a new project in moxie CRM
Custom API Call
Custom API Call. Make a custom API call to a specific endpoint
Start a workflow when something happens in Moxie
- Client Created
- Client Updated
- Client Deleted
- Project Created
- Project Updated
- Project Completed
- Task Created
- Task Updated
- Task Deleted
- Client Task Approval
- Form Submitted
- Time Entry Created
- Time Entry Updated
- Time Entry Deleted
- Meeting Scheduled
- Meeting Updated
- Meeting Cancelled
- Opportunity Created
- Opportunity Updated
- Opportunity Deleted
Works with
- Agents. An Agent can use Moxie when you grant it the capability.
- Workflows. Moxie can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Moxie is touched.
You connect with: account details.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Moxie: create a client
Connected is not unrestricted
Connecting Moxie does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsRelated integrations
- PipedriveSales and CRMSales CRM and pipeline management software61 actions · 13 events
- HubSpotSales and CRMPowerful CRM that offers tools for sales, customer service, and marketing automation.53 actions · 22 events
- NinjaPipeSales and CRMNinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.51 actions · 8 events
- WedofContent and filesAutomatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)
Deploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.
