Moxie

• Get workspaceGet the Moxie workspace the connection belongs to: its id and name.
• List clientsList the clients in the workspace, archived ones included, with their contacts.
• Search clientsFind clients by name or phone, or by a contact's name, email or phone. Give a client to read just that one.
• Create clientCreate a client, or a prospect you have not signed yet.
• Update clientChange a client's details, or archive or restore it. Fields left empty keep their current value.
• Search contactsFind contacts whose email, first name or last name contains the text. Give a contact id to read just that one.
• Create contactCreate a contact, optionally on a client. Give at least a first name, last name or email.
• Update contactChange a contact's details. Fields left empty keep their current value.
• Search projectsList every project, one client's projects, or read one project by id. Each comes with its tasks and what has been invoiced.
• Create projectCreate a project for a client, with an optional schedule and fee.
• Update projectChange a project's name, description, dates or portal access, or complete or reopen it. Fields left empty keep their current value.
• List tasksList tasks, filtered by project, client or stage. Archived tasks are left out unless asked for.
• Create taskCreate a task, optionally in a client's project, with sub-tasks and people assigned.
• Update taskChange a task's name, description, dates or stage, or archive it. Fields left empty keep their current value.
• Search outstanding invoicesList invoices still waiting to be paid, with their line items. Filter by client, or read one by id.
• List time entriesList completed time entries, up to 10,000, filtered by person, time window, client, project or task. Use a narrower window if you reach the limit.
• Get time entryGet one time entry, including its private notes.
• Log timeLog a finished block of time, optionally against a client, project or task.
• Update time entryChange a time entry's times, notes, billing or what it is logged against. Fields left empty keep their current value.
• Delete time entryMove a time entry to Moxie's trash. An entry already on an invoice cannot be deleted.
• List pipeline stagesList the stages an opportunity moves through, in order.
• Create opportunityAdd an opportunity to the sales pipeline, optionally for an existing client.
• Update opportunityChange an opportunity, move it to another pipeline stage, or archive it. Fields left empty keep their current value.
• List ticketsList support tickets, filtered by open or closed, client, or archived.

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