--- title: "Connect DoorLoop and Moxie - APIANT.ai" description: "When \"New Expense\" fires in DoorLoop, your agent runs \"Create Expense\" in Moxie, or \"Client Created\" in Moxie to \"Find User\" in DoorLoop." canonical: "https://apiant.ai/connect/doorloop-to-moxie" --- # Connect DoorLoop and Moxie When **New Expense** fires in [DoorLoop](https://apiant.ai/connections/doorloop), your agent runs **Create Expense** in [Moxie](https://apiant.ai/connections/moxie), or **Client Created** in Moxie to **Find User** in DoorLoop. Describe the whole flow and it is built, tested on every scenario and kept running. DoorLoop **13** triggers DoorLoop **6** actions Moxie **30** triggers Moxie **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DoorLoop and Moxie to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What DoorLoop and Moxie can do together ### From DoorLoop to Moxie - When **New Expense** in DoorLoop then **Create Expense** in Moxie - When **New Lease Charge** in DoorLoop then **Create & Optionally Send Invoice** in Moxie ### From Moxie to DoorLoop - When **Client Created** in Moxie then **Find User** in DoorLoop - When **Client Updated** in Moxie then **Find Account** in DoorLoop Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with DoorLoop and Moxie ## Triggers and actions 43 triggers · 18 actions - Trigger **In Eviction** Triggers when a lease enters the eviction collections stage in DoorLoop. - Trigger **Lease Starting** Triggers when a lease's start date arrives (start dates within the last 7 days up to today). - Trigger **New Expense** Triggers when a new expense is recorded in DoorLoop. - Trigger **New Lease Charge** Triggers when a new charge is posted to a lease. - Trigger **New Owner** Triggers when a new owner is created in DoorLoop. - Trigger **New Property** Triggers when a new property is added in DoorLoop. - Trigger **New Prospect** Triggers when a new prospect is added in DoorLoop. - Trigger **New Returned Payment** Triggers when a lease payment is returned (reversed) in DoorLoop. - Trigger **New Task / Work Order** Triggers when a new task, work order, tenant request or owner request is created in DoorLoop. - Trigger **New Tenant or Prospect** Triggers when a new tenant or prospect is added in DoorLoop. - Trigger **New Vendor** Triggers when a new vendor is added in DoorLoop. - Trigger **New Vendor Bill** Triggers when a new vendor bill is created in DoorLoop. - Trigger **Tenant Moving Out** Triggers when a lease tenant is scheduled to move out within the next 7 days. - Action **Find Account** Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account. - Action **Find Lease** Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases. - Action **Find Lease Tenants** Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease. - Action **Find Tenant or Prospect** Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type. - Action **Find Unit** Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status. - Action **Find User** Finds DoorLoop users whose login email matches the email you supply. - Trigger **Agreement Sent** Triggers when a proposal is sent either via link or email. - Trigger **Agreement Signed** Triggers when an agreement is accepted and signed with e-signature. - Trigger **Agreement Viewed** Triggers when a user views the proposal. - Trigger **Client Created** Triggers when a new client is created in Moxie. - Trigger **Client Deleted** Triggers when a client record is deleted in Moxie. - Trigger **Client Updated** Triggers when a client record is updated in Moxie. - Trigger **Form Completed** Triggers when a form is completed. - Trigger **Invoice Sent** Triggers when an invoice is sent in Moxie. - Trigger **Meeting Cancelled** Triggers when a meeting is cancelled - Trigger **Meeting Scheduled** Triggers when a new meeting is scheduled - Trigger **Meeting Updated** Triggers when a meeting is updated or rescheduled - Trigger **Opportunity Created** Triggered with a pipeline opportunity is created - Trigger **Opportunity Deleted** Triggered with a pipeline opportunity is deleted - Trigger **Opportunity Updated** Triggered with a pipeline opportunity is updated - Trigger **Payment Received** Triggers when a payment is received either vial Stripe or manual entry. - Trigger **Project Completed** Triggers when a project is set to "complete" in Moxie. - Trigger **Project Created** Triggers when a new project is created in Moxie. - Trigger **Project Updated** Triggers when the settings for a project are updated. - Trigger **Task Approval** Triggers when a new Deliverable is ready for client approval. - Trigger **Task Created** Triggered when a Project Task is created - Trigger **Task Deleted** Triggered when a Project Task is deleted - Trigger **Task Updated** Triggered with a Project Task is updated. - Trigger **Ticket Closed** Triggers and a support ticket is closed - Trigger **Ticket Comment** Triggers when a comment is created on a ticket - Trigger **Ticket Created** Triggers when a new support ticket is created - Trigger **Ticket Deleted** Triggers when a support ticket is deleted - Trigger **Ticket Updated** Triggers when a support ticket is updated - Trigger **Time Worked Created** Triggers when a new time worked entry is created. - Trigger **Time Worked Deleted** Triggers when a time worked record is deleted. - Trigger **Time Worked Updated** Triggers when a time worked entry has been updated. - Action **Create Client** Creates a new client record in Hectic - Action **Create Expense** Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client. - Action **Create Opportunity** Create a new pipeline opportunity - Action **Create & Optionally Send Invoice** Creates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft. - Action **Create or Update Calendar Event** Create or update a calendar event in Moxie - Action **Create Project** Create a project and optionally use a template - Action **Create Task** Create a task in the project management system - Action **Create Ticket** Create a Ticket for a client and contact - Action **Create Ticket Comment** Adds a comment (public or private) to an existing ticket. - Action **Create Time Worked** Creates a time worked entry - Action **Delete Calendar Event** Deletes a calendar event in Moxie by the external ID. - Action **Find a Client** Finds a client by either name or contact email address. ## Each app on its own - [ **DoorLoop** DoorLoop is a powerful software for managing all your properties.](https://apiant.ai/connections/doorloop) - [ **Moxie** Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing...](https://apiant.ai/connections/moxie) Reviews ## What our customers say ## More from DoorLoop - [ **DoorLoop to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/doorloop-to-hubspot) - [ **DoorLoop to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/doorloop-to-salesforce) - [ **DoorLoop to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/doorloop-to-slack) - [ **DoorLoop to Google Sheets** Google Sheets](https://apiant.ai/connect/doorloop-to-google-sheets) - [ **DoorLoop to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/doorloop-to-gmail) - [ **DoorLoop to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/doorloop-to-google-calendar) ## More into Moxie - [ **HubSpot to Moxie** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moxie) - [ **Gmail to Moxie** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moxie) - [ **Google Calendar to Moxie** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moxie) - [ **Google Drive to Moxie** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-moxie) - [ **Mailchimp to Moxie** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-moxie) - [ **ActiveCampaign to Moxie** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-moxie) Questions ## DoorLoop and Moxie, answered ### ### What can start an automation from DoorLoop? Any of DoorLoop's 13 triggers in the catalog, including New Expense, New Lease Charge, New Owner and New Property. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Moxie when something happens in DoorLoop? Any of Moxie's 12 actions, including Create Client, Create Expense, Create Opportunity and Create & Optionally Send Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Moxie to DoorLoop? Yes. When something happens in Moxie, your agent can act in DoorLoop too. This page covers both directions: Moxie's triggers and DoorLoop's actions are listed here as well. ### ### Do I have to build a connector for DoorLoop or Moxie? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use DoorLoop and Moxie without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.