Moskit Zapier integrationAutomate Moskit with Zapier.
The Moskit Zapier integration gives you 24 triggers, 29 actions and 7 searches. Every trigger is instant, so the free plan never slows a Zap down. Here is what each operation does in your CRM, what it costs in tasks, and where it trips.
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What the Moskit Zapier integration really does
Moskit is a CRM built around contacts, companies, deals and projects. The integration plugs it into Zapier, so it can sit inside a Zap: an automation with one starting event and one or more steps after it. Something happens in Moskit or in another tool, and Zapier writes the follow-up for you, with no copy and paste.
Three results you can build from the operations that exist. A project opened from a won deal: Deal Won starts the Zap and Create Project sets up the delivery side. A deal born from a form: a new form answer goes through Search Contact, then Create Deal opens the deal in the pipeline. A handover that leaves a trace: Deal Responsible Changed fires when a deal changes hands, and Add Deal Note records it on the deal.
What Zapier does not do here. None of the 29 actions deletes anything: you can archive a project, mark a deal as lost or update a record, but removing a contact or a company stays a job for Moskit itself. There is no trigger for a new product or a new note either, so those events cannot start a Zap. And many actions work on a record that already exists, which means the Zap has to find it first with one of the 7 searches, or receive its ID from the trigger.
If you are still choosing a tool, see our Make vs Zapier comparison and our n8n vs Zapier comparison.
Zapier vocabulary, in one minute
Eight words come back all over this page. Here they are in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for that event and nothing else.
- Action
- What the Zap does once it has started: the step that creates, updates or moves something for you in an app.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
- Polling vs instant
- A polling trigger is checked on a timer. An instant trigger is reported by the app itself the moment the event happens, as on Moskit.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up a record that already exists in an app, so the steps after it can use what it found.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A filter, a search or a second action makes it one, and it then needs a paid plan.
What a Moskit Zap really costs
Moskit is not a premium app on Zapier (an app kept for paid plans), so it runs on the free plan. The bill is counted in tasks.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, unlimited two-step Zaps
- TriggerNever costs a task
- Instant triggersAll 24, the grid does not apply
The trigger never costs a task. Each action that succeeds counts as one, so a three-action Zap uses three times what a one-action Zap uses, and an action that fails is not counted. The free plan gives you 100 tasks a month and unlimited Zaps, each limited to two steps: one trigger, one action. A filter, a search or a second action makes the Zap multi-step, which needs a paid plan. Zapier publishes the polling grid below for apps that are checked on a timer; it does not apply to Moskit, whose 24 triggers are all instant.
Connect Moskit to Zapier in three steps
- 01
Open your Apps page
In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Moskit account linked once, then reused by every step that talks to Moskit.
- 02
Find Moskit
Type Moskit in the search box of the dialog, pick it in the results, then click Add connection. A new tab opens on the Moskit sign-in screen, where the last step happens.
- 03
Sign in and grant access
Log in to Moskit in that tab and grant Zapier access to the account. You need an account on Moskit, plus read or write access on anything you do not own yourself and want the Zap to touch.
Your first Moskit Zap: open a project when a deal is won
GoalWhen a deal is won in Moskit, check that it meets the condition you choose, then create the delivery project in Moskit.
- 01
Create the Zap and pick the trigger
Start a new Zap, choose Moskit as the app and
Deal Wonas the trigger event, then select the Moskit connection you added earlier. - 02
Test the trigger
Run the test: Zapier brings back the three most recent won deals of the connected account. Pick a real one, so the next steps are mapped on actual data.
- 03
Add a filter
Add a Filter step from the plus icon and fill its three boxes: the field to look at, the rule, the value to compare. A filter makes the Zap multi-step, so it needs a paid plan.
- 04
Add Create Project
Add Moskit with
Create Projectand fill the form with what the won deal carries. Check at test which fields the editor asks for. - 05
Test, then publish
Run each step once and read what came back before going further. When the output looks right, publish the Zap to switch it on for the next deals won.
Moskit triggers on Zapier
24 events start a Zap when something happens in Moskit, and 24 of them are instant: the app calls Zapier straight away, whatever your plan.
Activity Completion Attemp
Instant triggerIn Zapier“Triggers when activity is try.”
Zapier lists this trigger as Activity Completion Attemp, spelling included. Its official description is a handful of words and never says which gesture in Moskit sends the event, so this page cannot tell you either. Run a test and read what comes back before you build anything on it.
New Activity Created
Instant triggerIn Zapier“Triggers when a new activity is created.”
Fires each time a new activity lands in Moskit, whoever created it. The Zap receives that activity and can copy it to a calendar, a shared list or a message for the team.
Activity Completed
Instant triggerIn Zapier“Triggers when a new activity is done.”
Reacts when an activity is marked as done in Moskit. The finished activity becomes the starting point of whatever should happen next, a follow-up, a note elsewhere or a line in a report.
Activity Responsible Changed
Instant triggerIn Zapier“Triggers when activity responsible is changed.”
Each time the responsible of an activity changes in Moskit, the Zap starts. Zapier documents nothing beyond that, so the test is where you see what reaches the Zap along with the activity.
Activity Updated
Instant triggerIn Zapier“Triggers when a new activity is updated.”
Follows any edit made to an existing activity in Moskit. The Zap starts with the updated version of the activity; which details come with it, the test shows.
New Company Created
Instant triggerIn Zapier“Triggers when a new company is created.”
Kicks off the Zap each time a company is added to Moskit. The new company record travels to the next step, ready to be copied into a billing tool, a spreadsheet or a mailing list.
Company Responsible Changed
Instant triggerIn Zapier“Triggers when company responsible is changed.”
A company whose responsible changes in Moskit sets this trigger off, and the Zap starts with that company. Read the test result to see what comes with it.
Company Updated
Instant triggerIn Zapier“Triggers when a new company is updated.”
Starts the Zap when the details of a company change in Moskit. The edited company arrives in the Zap so a copy kept elsewhere can follow.
New Contact Created
Instant triggerIn Zapier“Triggers when a new contact is created.”
Fires on every contact added to Moskit, whatever added it. The contact record is handed to the next step, ready for a newsletter tool, a sheet or a welcome email.
Contact Responsible Changed
Instant triggerIn Zapier“Triggers when contact responsible is changed.”
Runs when the responsible of a contact changes in Moskit. The contact reaches the Zap, ready for the next step; the test shows what arrives with it.
Contact Updated
Instant triggerIn Zapier“Triggers when a new contact is updated.”
Reacts to edits on an existing contact in Moskit, whatever was changed. The Zap starts with the contact as it now stands.
New Deal Created
Instant triggerIn Zapier“Triggers when a new deal is created.”
Opens the Zap each time a deal is created in Moskit. The new deal, with what it carries, becomes data for the next step: a message, a row in a forecast sheet or a task elsewhere.
Deal Lost
Instant triggerIn Zapier“Triggers when a deal is lost.”
Fires when a deal is marked as lost in Moskit. The Zap gets the closed deal, which is the right moment to record why, to warn someone or to plan a later follow-up.
Deal Reopened
Instant triggerIn Zapier“Triggers when a deal status is open.”
Its label says Deal Reopened, and Zapier's description only says it fires when a deal status is open. Nothing more is documented, so what counts as that event in your account is something the test shows you, not this page.
Deal Responsible Changed
Instant triggerIn Zapier“Triggers when a deal responsible is changed.”
Watches each deal for a change of responsible in Moskit. When one happens, the Zap starts with that deal, and the test shows what it carries.
Deal Stage Changed
Instant triggerIn Zapier“Triggers when a deal stage is changed.”
Follows deals through your pipeline: each move from one stage to another in Moskit starts the Zap with the deal and its new stage.
Deal Updated
Instant triggerIn Zapier“Triggers when a deal is updated.”
Reacts to any edit on an existing deal in Moskit, whatever was changed. The Zap starts with the deal as it reads after the change.
Deal Won
Instant triggerIn Zapier“Triggers when a deal is won.”
Fires the moment a deal is marked as won in Moskit. It is a clear point to hand a deal over to the next part of your process: the Zap starts with the won deal and everything it carries.
Project Archived
Instant triggerIn Zapier“Triggers when a project is archived.”
Closing a project in Moskit by archiving it starts the Zap. The archived project is handed on, so the other tools that track it can close their side as well.
New Project Created
Instant triggerIn Zapier“Triggers when a new project is created.”
Every new project that appears in Moskit sets this off, whether someone created it by hand or a Zap did. The project becomes the input of your next step.
Project Responsible Changed
Instant triggerIn Zapier“Triggers when the responsible project is changed.”
A project whose responsible changes in Moskit starts this one, and the project is handed to the next step. What comes with it is for the test to show.
Project Step Changed
Instant triggerIn Zapier“Triggers when the step project is changed.”
Follows a project from one step to the next in Moskit. Each change of step starts the Zap with the project and the step it has just reached.
Project Unarchived
Instant triggerIn Zapier“Triggers when a project is unarchived.”
Fires when an archived project comes back to life in Moskit. The Zap starts with the restored project, ready to reopen it in the tools that had closed it.
Project Updated
Instant triggerIn Zapier“Triggers when a project is updated.”
Any edit on an existing Moskit project counts here, whatever was changed. The Zap starts with the project as it now stands.
Moskit actions on Zapier
Moskit gives you 29 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
- Create Activity
- Complete Activity
- Change Activity Responsible
- Update Activity
- Create Company
- Add Company Note
- Change Company Responsible
- Update Company
- Create Contact
- Add Contact Note
- Change Contact Responsible
- Update Contact
- Create Deal
- Lose Deal
- Add Deal Note
- Change Deal Responsible
- Change Deal Stage
- Update Deal
- Won Deal
- Create Product
- Add Product to Deal
- Update Product
- Archive Project
- Create Project
- Add Project Note
- Change Project Responsible
- Change Project Step
- Unarchive Project
- Update Project
Create Activity
ActionIn Zapier“Create new Activity.”
Schedules a new activity in Moskit from what the Zap carries.
Complete Activity
ActionIn Zapier“Done activity.”
Marks an activity as done in Moskit from a signal that comes from somewhere else.
Change Activity Responsible
ActionIn Zapier“Change responsible of activity.”
Passes an activity to another user in Moskit.
Update Activity
ActionIn Zapier“Update a activity.”
Changes an activity already planned in Moskit.
Create Company
ActionIn Zapier“Creates a new company.”
Creates a company record in Moskit from the data an earlier step hands over.
Add Company Note
ActionIn Zapier“Add note in Company.”
Pins a note on a company record in Moskit, visible to anyone who opens the account.
Change Company Responsible
ActionIn Zapier“Change responsible of Company.”
Reassigns a company to another Moskit user.
Update Company
ActionIn Zapier“Update a company.”
Rewrites the details of a company already in Moskit. Search Company can bring that company into the Zap first when the trigger comes from another tool.
Create Contact
ActionIn Zapier“Creates a new contact.”
Adds a new person to Moskit from the data an earlier step brings, such as a form answer or a sign-up.
Add Contact Note
ActionIn Zapier“Add note in Contact.”
Writes a note on a contact in Moskit, a quick way to keep context next to the person.
Change Contact Responsible
ActionIn Zapier“Change the responsible of Contact.”
Gives a contact a new responsible user in Moskit.
Update Contact
ActionIn Zapier“Action to update a contact.”
Changes the details of an existing contact in Moskit with fresh data from another tool.
Create Deal
ActionIn Zapier“Create a new Deal.”
Opens a new deal in Moskit from what the earlier steps carry.
Lose Deal
ActionIn Zapier“Lost Deal.”
Closes a deal as lost in Moskit without anyone opening the CRM.
Add Deal Note
ActionIn Zapier“Create note in deal.”
Adds a note to a deal in Moskit, so its history keeps what happened outside the CRM.
Change Deal Responsible
ActionIn Zapier“Change responsible of deal.”
Hands a deal to another user of Moskit.
Change Deal Stage
ActionIn Zapier“Change stage of the Deal.”
Moves a deal to another stage of your Moskit pipeline from an event elsewhere.
Update Deal
ActionIn Zapier“Update a deal.”
Edits an existing deal in Moskit with values from another tool.
Won Deal
ActionIn Zapier“Won Deal.”
Marks a deal as won in Moskit from an outside signal.
Create Product
ActionIn Zapier“Create a new Product.”
Adds an item to the product catalog of Moskit, the list your deals can draw from.
Add Product to Deal
ActionIn Zapier“Links a new product to a deal.”
Links a product to a deal in Moskit, so the deal shows what is actually being sold.
Update Product
ActionIn Zapier“Update a product.”
Changes a product in the Moskit catalog.
Archive Project
ActionIn Zapier“Archive a Project.”
Moves a project to the archive in Moskit, the closest thing to removing it that this integration offers.
Create Project
ActionIn Zapier“Create a new Project.”
Sets up a new project in Moskit without anyone opening the CRM.
Add Project Note
ActionIn Zapier“Add note in Project.”
Records a note on a project in Moskit, next to its steps and its owner.
Change Project Responsible
ActionIn Zapier“Change responsible of Project.”
Puts another Moskit user in charge of a project.
Change Project Step
ActionIn Zapier“Change step of project.”
Sets a project to another step in Moskit, so its progress matches what happened elsewhere.
Unarchive Project
ActionIn Zapier“Unarchive a Project.”
Brings an archived project back to the active list in Moskit.
Update Project
ActionIn Zapier“Update a project.”
Edits a project that already exists in Moskit.
Moskit searches on Zapier
7 search steps look for data that already exists in Moskit, so a later step can use it.
A search step finds a record that already exists in Moskit and hands it to the steps that follow. In the editor, the searches sit at the bottom of the Action event list, under the SEARCH heading. Six of the seven Moskit searches can also create the record when nothing matches; Search User cannot. Whether a search wants the exact value or something close is up to Moskit, so check it at test.
Search Activity
SearchFind or createIn Zapier“Search for a activity.”
Looks for an activity already in Moskit so a later step can update it, complete it or reassign it.
Search Company
SearchFind or createIn Zapier“Search for a company.”
Finds an existing company in Moskit and passes it on, so the next steps work on the right company.
Search Contact
SearchFind or createIn Zapier“Search for a contact.”
Checks whether a person is already in Moskit and returns the matching contact to the next steps.
Search Deal
SearchFind or createIn Zapier“Search for a Deal.”
Brings an existing deal into the Zap, the starting point for any later update, note, stage move or close.
Search Product
SearchFind or createIn Zapier“Search for a Product.”
Finds a product in the Moskit catalog, so it can be linked to a deal or updated.
Search Project
SearchFind or createIn Zapier“Search for a Project.”
Locates a project already in Moskit and hands it to the steps after it.
Search User
SearchIn Zapier“Search for a user.”
Finds a user of your Moskit account and hands it to the next steps, for instance before a Change Deal Responsible step; check at test what that step expects.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps that depend on it are skipped. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?Ticking this box turns the search into a find-or-create. The setting above then disappears, and the step asks for the fields needed to create the missing record.
- If multiple search results are found?Three ways out when several records match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When a Moskit Zap breaks
Zapier attaches no help article to Moskit, so the cases below are the general Zapier limits that apply to it.
Four general cases are worth knowing before you publish. For anything else, see our Zapier troubleshooting guide.
Past records are not picked up
A Zap only reacts to what happens after you switch it on. Deals, contacts or projects that already existed stay out; moving the backlog is a separate job.A Zap that restarts itself
A Zap that writes into the very place its own trigger watches can set itself off again and again, and burn through your task count.A big import gets held back
When a trigger suddenly sends a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those items back.A search that finds nothing
Left on its default setting, a search that finds no match stops the Zap at that step, and the steps that depended on it are skipped.
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