Connect to Zapier

Moxie

Moxie is a digital workspace and client-management platform designed for freelancers and small service businesses, offering CRM, project tracking, invoicing, proposals, and workflow automation. When you connect your forms built on forms.app to Moxie via Zapier, you can automatically turn new form submissions into clients, projects, or other items in Moxie.

How to connect your forms with Moxie via Zapier

When you use forms.app as the trigger and select Moxie as the action in Zapier, your workflow becomes: a form submission in forms.app → Zap triggers → a new client, project, invoice, or other record is created/updated in Moxie with the form data. This lets you avoid manual data entry and ensures your Moxie workspace reflects new incoming submissions.

What you’ll need

A forms.app account — to build your form and collect responses.
A Zapier account — to build the automation workflow (forms.app → Moxie).
A Moxie account — with access to enable the Zapier integration (API Key/Platform info)

5 Steps to Set Up Moxie + forms.app Integration

In your forms.app dashboard, design and publish your form so that submissions will trigger the “New Form Submission” event in Zapier.
In Zapier, click “Make a Zap” → choose forms.app as the trigger app → select the “New Form Submission” trigger → connect your forms.app account.
Add the next step: select Moxie as the action app → choose the appropriate action (e.g., “Create Client”, “Create Project”, “Create Invoice”) depending on your workflow → connect your Moxie account.
Map the fields from your form submission (for example: First Name, Last Name, Email, Service Requested, Message) into the corresponding fields in Moxie so the data lands correctly.
Test your Zap with a sample form submission → verify in Moxie that the client/project/invoice appears as expected → once successful, turn the Zap ON.

With the integration of forms.app and Moxie, you can automate your lead-capture to business-operation pipeline.