Moxie + Ageless AI Integrations, Built by an AI Agent

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

Moxie + Ageless AI When a booking request is received in Ageless AI, create a project or lead record in Moxie. See details

Sync newly created leads across CRM platforms When a new lead is captured in Moxie, automatically create or update the matching contact in Ageless AI to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Ageless AI, update the corresponding opportunity stage in Moxie for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Moxie, log a status update activity on the corresponding account record in Ageless AI. See details

Browse the full workflow library →

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Triggers & actions for Moxie and Ageless AI

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

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

Ageless AI Explore Ageless AI →

An AI-powered customer relationship management platform designed to automate lead generation and sales interactions for businesses.

Triggers

Booking Request

Triggers when a contact makes a booking request.

New Contact

Triggers when a new contact is created.

Actions

Update Client Status

Creates a new client status update in Ageless from your PMS or CRM. Provide at least one of phone, assessment ID, or client ID.

Other CRM apps on Knit

Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.

10xCRM

10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.

17hats

17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.

1CRM

1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.

1FIT

A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.

ABC GymSales

ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.

ABC Sales AI

ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.

AccuLynx

AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.

Act!

Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.

View all CRM apps →