Add programmatic form creation and management to the public API
Taylor Thain
Please expand Moxie’s public API and Pabbly integration to support programmatic creation and management of forms.
Required capabilities:
Create a form from scratch
Create a form from an existing template
Retrieve and search forms
Add, update, reorder and remove form fields
Configure field types, labels, instructions, placeholders and validation
Mark fields as required or optional
Configure conditional field visibility and branching logic
Map fields to Moxie client, contact, opportunity and ticket properties
Configure whether a submission creates a lead, updates a contact or creates a ticket
Associate forms with clients, opportunities, agreements or projects
Set confirmation messages and redirect URLs
Publish, unpublish, duplicate and archive forms
Retrieve the public form and embed URLs
Receive submission webhooks containing the form ID, submission ID and related Moxie object IDs
The API should support idempotency keys and external IDs so an automation can safely create or update a form without producing duplicates. Updating a form should not remove existing fields or submissions unless deletion is explicitly requested.
This would allow agencies to generate standardized onboarding, discovery, access-request and support forms automatically when a client signs an agreement or begins a new service. For example, Pabbly could select the appropriate form template, customize it for the engagement, map it to the correct client and include its link in the onboarding workflow.
Ideally, the native Pabbly integration would include corresponding actions such as:
Create Form
Create Form from Template
Find Form
Update Form
Add or Update Form Field
Publish Form
Retrieve Form Link
Form Submitted trigger