Moxie pxmo

Moxie + pxmo Integrations, Built by an AI Agent

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

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

Moxie + pxmo When a proposal goes live in pxmo, update the project status in Moxie. See details
Turn closed deals into client invoices When a deal is marked won in Moxie, automatically create an invoice in pxmo so billing can start without delay. See details
Update deal status when payments arrive When a payment is received in pxmo, automatically update the deal stage in Moxie to keep sales reps informed of account standing. See details
Sync client records between systems When contact details are updated in Moxie, automatically sync the customer record in pxmo to maintain clean billing profiles. See details

Browse the full workflow library →

Looking to achieve something else with Moxie and pxmo?

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

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Triggers & actions for Moxie and pxmo

Everything Moxie and pxmo 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

pxmo Explore pxmo →

pxmo is a digital quotation and invoicing software that helps businesses generate proposals, track invoices, and accept online payments.

Triggers
Proposal Accepted

Triggers when a proposal is accepted.

Proposal Archived

Triggers when a proposal is archived.

Proposal Callback

Triggers when a callback is requested on a proposal.

Proposal Created

Triggers when a new proposal is created.

Proposal Live

Triggers when a proposal goes live.

Proposal Payment Succeeded

Triggers when a proposal is paid following acceptance.

Actions
Create Proposal

Creates a new proposal.

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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 Moxie + pxmo

Is there a pre-built Moxie + pxmo automation?

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

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

No. The Agent works whether or not Moxie or pxmo 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.

How does linking pxmo and Moxie streamline the sales-to-finance handoff?

Closing a deal in Moxie can instantly create an invoice in pxmo, eliminating manual keying and speeding up revenue collection.

Can payment notifications in pxmo update deal stages in Moxie?

Yes, when a customer settles an invoice in pxmo, the corresponding deal stage in Moxie can automatically update to reflect a completed transaction.

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