Moxie

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
 

1. In your forms.app dashboard, design and publish your form so that submissions will trigger the “New Form Submission” event in Zapier.
    
2. In Zapier, click “Make a Zap” → choose forms.app as the trigger app → select the “New Form Submission” trigger → connect your forms.app account.
    
3. 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.
    
4. 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.
    
5. 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.