HappyForms Moxie

HappyForms + Moxie Integrations, Built by an AI Agent

Put HappyForms + Moxie to work with AI and enterprise-grade automation

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See the kind of workflows teams build with HappyForms and Moxie below — describe the exact one you want above and the Agent builds it on demand.

HappyForms + Moxie When new activity occurs in HappyForms, update client management leads in Moxie. See details
Convert form responses into CRM contacts When a prospect submits a new form response in HappyForms, automatically create or update their contact profile in Moxie. See details
Send customer feedback surveys on closed deals When a deal is marked won in Moxie, automatically add the customer as a respondent in HappyForms to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in HappyForms, automatically log the activity under their profile in Moxie so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with HappyForms and Moxie?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for HappyForms and Moxie

Everything HappyForms and Moxie can do inside a workflow — the triggers that start one and the actions that run when it fires.

HappyForms Explore HappyForms →

A WordPress form builder plugin that enables users to create contact forms, surveys, and polls using a simple drag-and-drop interface.

Triggers
New Activity

Triggers when a new activity is created.

Moxie Explore Moxie →

Moxie is a business management platform designed for freelancers and small agencies to manage client proposals, projects, and invoicing.

Triggers
Agreement Sent

Triggers when a proposal is sent either via link or email.

Agreement Signed

Triggers when an agreement is accepted and signed with e-signature.

Agreement Viewed

Triggers when a user views the proposal.

Client Created

Triggers when a new client is created in Moxie.

Client Deleted

Triggers when a client record is deleted in Moxie.

Client Updated

Triggers when a client record is updated in Moxie.

Actions
Apply Payment

Apply payment to open invoice

Approve Task

Approve a task and move it from the Client Approval status to the next status in the Kanban

Create Client

Creates a new client record in Hectic

Create & Optionally Send Invoice

Create an invoice for a client and optionally send it via Hectic Mail.

Create Opportunity

Create a new pipeline opportunity

Create or Update Calendar Event

Create or update a calendar event in Moxie

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about HappyForms + Moxie

Is there a pre-built HappyForms + Moxie automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches HappyForms and Moxie's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built HappyForms or Moxie connector?

No. The Agent works whether or not HappyForms or Moxie already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Moxie?

Yes, inbound responses from HappyForms can instantly generate new lead records or deals in Moxie without manual data entry.

Can I send survey invitations based on deal updates in Moxie?

Yes, when a deal is won or updated in Moxie, you can automatically add the contact as a respondent in HappyForms to collect feedback.

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