Integration Feature Requests

Send additional information to Xero when pushing a client record from Moxie into Xero

The ability to create and collaborate with Google Docs and Sheets within Hectic would be amazing. Sometimes need clients to provide data in a spreadsheet or text in a doc so rather than them downloading, completing and uploading they could open and work with the Google Sheet or Doc within Hectic.

Some web agencies offer a comprehensive suite of services, encompassing design, development, and sales of hosting, domains, and subscriptions. Presently, there's a missing functionality within Moxie—a lack of capability to create product/service links. Integrating with WooCommerce could serve as a viable workaround to address this limitation. This shortfall is critical for us, given our longstanding clients, spanning over a decade, with subscriptions that cannot be seamlessly transferred into Moxie. We were also informed that connecting to stripe does not pull our old clients or subscriptions either.

Great app: https://fiskl.com/

Bummer. My Wise (formerly Transferwise) business account doesn't work with Plaid. Please add a Wise integration!

Allow time tracking in a chrome extension so you can track time without having to navigate to hecticapp.com

It would be great to have a native slack integration. I work a lot with clients over slack, it's an easy and efficient way to quickly communicate with them. It would be amazing if there was an integration with slack that could allow me to create tasks for my projects from within slack which would be much more efficient than copying the requirements out of slack and into Moxie. You could also have the ability to post Moxie updates to a channel in slack which would be an easy way to track updates without leaving slack.

My flow is; customer goes to my website and click a link that takes them to stripe for checkout (they fill in their details and payment), it is the same products that show under subscriptions in moxie. The problem I have is that the transaction and customer info does not flow back to Moxie and so I have to manually keep updating the info, also payments needs to be tracked in Moxie so very undesirable currently.

Zapier Alternative. Very popular with sumolings and integrates with many freelancer tools out of the box.

When I used Honeybook, I was able to trigger the creation of a client workbooks that I create with ContentSnare when a client paid their retainer. I'm hoping to do this with Moxie as well, but the current triggers are all-or-nothing options. I'd like the trigger to be based on the signing of a contract, paying a retainer or booking a specific type of meeting, but all the current triggers are too general. For example, If I pick "Payment Received" as my trigger, it would create a new workbook every time any client paid any invoice. I'd need the ability to indicate which specific invoice, or the specific meeting type, etc. to get this to work. Possible options could be: add signing contract as a trigger pipeline stage triggers