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Triggers and actions 43 triggers ยท 36 actions
Trigger
Completed task in projectTriggered when any task is completed in the selected project.
Trigger
New comment on taskTriggered when any new comment is made to the selected task.
Trigger
New or updated task in projectTriggered when any task is added or updated in the specified project in the specified workspace.
Trigger
New project in workspaceTriggered when a new project is added to the selected workspace.
Trigger
New story on taskTriggered when any new story is made to the selected task.
Trigger
New tag in workspaceTriggered when a new tag is added to the selected workspace.
Trigger
New task assigned to you in workspaceTriggered when a task is assigned to you in the selected workspace.
Trigger
New team in workspaceTriggered when a new team is added to the selected workspace.
Trigger
New userTriggered when a new user is created.
Trigger
New workspaceTriggered when a new workspace is created.
Action
Add attachmentUpload an attachment to a task. POST /attachments (multipart, parent=task_gid).
Action
Add tag to taskAdds an existing tag to a task.
Action
Add task to sectionMoves a task into a section of a project.
Action
Associate task to projectAssociates a newly created task to a specified project in the specified workspace.
Action
Complete taskMarks a task as completed.
Action
Create new commentCreates a new comment on the specified task.
Action
Create new projectCreates a new project in the specified workspace.
Action
Create new taskCreates a new task in a workspace or project.
Action
Create section in projectCreates a new section within a project.
Action
Create subtaskCreates a subtask under an existing parent task.
Action
Delete commentDelete a comment (story) by gid. DELETE /stories/{story_gid}.
Action
Delete projectDelete a project by gid. DELETE /projects/{project_gid}.
Action
Delete taskPermanently deletes a task.
Action
Duplicate taskCreates a copy of an existing task.
Action
Find tasks in projectReturns the tasks belonging to a project.
Action
Get projectFetch a single project by its gid. GET /projects/{project_gid}.
Action
Get task by IDReturns a single task's details by its ID.
Action
Get userFetch a single user by gid (or 'me'). GET /users/{user_gid}.
Action
List attachmentsList attachments on a task. GET /attachments?parent={task_gid}.
Action
List projectsList projects in a workspace, optionally filtered by team. GET /workspaces/{workspace_gid}/projects.
Action
List usersList users in a workspace. GET /workspaces/{workspace_gid}/users (or GET /users).
Action
Remove tag from taskRemoves a tag from a task.
Action
Update projectUpdate a project's fields (name, notes, due date, etc). PUT /projects/{project_gid}.
Action
Update taskUpdates an existing task's fields.
Trigger
Agreement SentTriggers when a proposal is sent either via link or email.
Trigger
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Trigger
Agreement ViewedTriggers when a user views the proposal.
Trigger
Client CreatedTriggers when a new client is created in Moxie.
Trigger
Client DeletedTriggers when a client record is deleted in Moxie.
Trigger
Client UpdatedTriggers when a client record is updated in Moxie.
Trigger
Form CompletedTriggers when a form is completed.
Trigger
Invoice SentTriggers when an invoice is sent in Moxie.
Trigger
Meeting CancelledTriggers when a meeting is cancelled
Trigger
Meeting ScheduledTriggers when a new meeting is scheduled
Trigger
Meeting UpdatedTriggers when a meeting is updated or rescheduled
Trigger
Opportunity CreatedTriggered with a pipeline opportunity is created
Trigger
Opportunity DeletedTriggered with a pipeline opportunity is deleted
Trigger
Opportunity UpdatedTriggered with a pipeline opportunity is updated
Trigger
Payment ReceivedTriggers when a payment is received either vial Stripe or manual entry.
Trigger
Project CompletedTriggers when a project is set to "complete" in Moxie.
Trigger
Project CreatedTriggers when a new project is created in Moxie.
Trigger
Project UpdatedTriggers when the settings for a project are updated.
Trigger
Proposal Sent[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Proposal Signed[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Proposal Viewed[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Trigger
Task ApprovalTriggers when a new Deliverable is ready for client approval.
Trigger
Task CreatedTriggered when a Project Task is created
Trigger
Task DeletedTriggered when a Project Task is deleted
Trigger
Task UpdatedTriggered with a Project Task is updated.
Trigger
Ticket ClosedTriggers and a support ticket is closed
Trigger
Ticket CommentTriggers when a comment is created on a ticket
Trigger
Ticket CreatedTriggers when a new support ticket is created
Trigger
Ticket DeletedTriggers when a support ticket is deleted
Trigger
Ticket UpdatedTriggers when a support ticket is updated
Trigger
Time Worked CreatedTriggers when a new time worked entry is created.
Trigger
Time Worked DeletedTriggers when a time worked record is deleted.
Trigger
Time Worked UpdatedTriggers when a time worked entry has been updated.
Action
Create ClientCreates a new client record in Hectic
Action
Create ExpenseRecords a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
Action
Create OpportunityCreate a new pipeline opportunity
Action
Create & Optionally Send InvoiceCreates 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 EventCreate or update a calendar event in Moxie
Action
Create ProjectCreate a project and optionally use a template
Action
Create TaskCreate a task in the project management system
Action
Create TicketCreate a Ticket for a client and contact
Action
Create Ticket CommentAdds a comment (public or private) to an existing ticket.
Action
Create Time WorkedCreates a time worked entry
Action
Delete Calendar EventDeletes a calendar event in Moxie by the external ID.
Action
Find a ClientFinds a client by either name or contact email address.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.