Connect Assembly.com to Moxie

Both apps 127Assembly.com 82Moxie 45

• Trigger
  Client Activated

  Triggers when a client authenticates in the Assembly for the first time

• Trigger
  Client Created

  Triggers when a new client is created.

• Trigger
  Client Updated

  High-frequency trigger for each client user update.

• Trigger
  Company Created

  Triggers when a company gets created in the Assembly for the first time

• Trigger
  Company Custom Fields Updated

  Triggers only when a company has updates to custom fields.

• Trigger
  Contract Requested

  Triggers when a contract is assigned to a client.

• Trigger
  Contract Signed

  Triggers when a contract is signed.

• Trigger
  File Created

  Triggers when a file gets created within a file channel

• Trigger
  File Updated

  Triggers when a file has been updated within a file channel

• Trigger
  Folder Created

  Triggers when a folder gets created within a file channel

• Trigger
  Folder Deleted

  Triggers when a folder gets deleted within a file channel

• Trigger
  Folder Updated

  Triggers when a folder gets updated within a file channel

• Trigger
  Form Response Completed

  Triggers when a form response has been completed by a recipient

• Trigger
  Internal User Created

  Triggers when a new internal user is created.

• Trigger
  Invoice Created

  Triggers when an invoice is created

• Trigger
  Invoice Deleted

  Triggers when an invoice is deleted

• Trigger
  Invoice Paid

  Triggers when an invoice is paid

• Trigger
  Invoice Sent

  Triggers when an invoice is sent

• Trigger
  Invoice Updated

  Triggers when an invoice is updated

• Trigger
  Invoice Voided

  Triggers when an invoice is voided

• Trigger
  Link Created

  Triggers when a link gets created within a file channel

• Trigger
  Link Updated

  Triggers when a link gets updated within a file channel

• Trigger
  List Clients

  Lists the clients.

• Trigger
  List Companies

  Lists the companies.

• Trigger
  List Form Responses

  List Form Responses for a specific form

• Trigger
  List Invoice Templates

  Lists the invoice templates.

• Trigger
  List Message Channels

  Lists the message channels.

• Trigger
  List Messages

  Lists messages in a channel

• Trigger
  List Notes

  Lists notes in a workspace.

• Trigger
  List Payments

  Lists the payments.

• Trigger
  List Prices

  Lists the prices.

• Trigger
  List Products

  Lists the products.

• Trigger
  List Subscriptions

  Lists the subscriptions.

• Trigger
  List Subscription Templates

  Lists the subscription templates.

• Trigger
  List Task Comments

  Lists task comments in a workspace.

• Trigger
  List Tasks

  Lists tasks in a workspace.

• Trigger
  List Task Templates

  Lists task templates in a workspace.

• Trigger
  Message Channel Created

  Triggers when a new message channel is created.

• Trigger
  Message Channel Deleted

  Triggers when a message channel is deleted.

• Trigger
  Message Sent

  Triggers when a message gets sent in any channels belonging to the portal

• Trigger
  Note Created

  Triggers when a new note is created.

• Trigger
  Note Updated

  Triggers when a note is updated.

• Trigger
  Notification Created

  Triggers when a new notification is created.

• Trigger
  Payment Failed

  Triggers when a payment is failed for an invoice

• Trigger
  Payment Succeeded

  Triggers when a payment is successful for an invoice

• Trigger
  Price Created

  Triggers when a price is created

• Trigger
  Product Created

  Triggers when a product is created

• Trigger
  Product Updated

  Triggers when a product is updated

• Trigger
  Subscription Canceled

  Triggers when an subscription is canceled

• Trigger
  Subscription Created

  Triggers when an subscription is created

• Trigger
  Task Archived

  Triggers when a task gets archived in your workspace.

• Trigger
  Task Completed

  Triggers when a task gets completed in your workspace.

• Trigger
  Task Created

  Triggers when a task gets created in your workspace.

• Trigger
  Task Deleted

  Triggers when a task gets deleted in your workspace.

• Trigger
  Task Updated

  Triggers when a task gets updated in your workspace.

• Action
  Create Client

  Creates a new client.

• Action
  Create Company

  Creates a new company.

• Action
  Create File

  Creates a file in a specified files channel.

• Action
  Create Folder

  Creates a folder in a specified file channel.

• Action
  Create Link

  Creates a link in a specified files channel.

• Action
  Create Message Channel

  Creates a new message channel.

• Action
  Create Note

  Creates a new note.

• Action
  Find a Client

  Search for a client by ID, email, or company.

• Action
  Find a Company

  Search for a company by ID or name.

• Action
  Find a File

  Search for a file by ID.

• Action
  Find a Form

  Search for a Form by ID.

• Action
  Find a Message Channel

  Search for a message channel by ID or by filters

• Action
  Find an Internal User

  Search for an internal user by ID.

• Action
  Find an Invoice

  Search for an invoice by ID.

• Action
  Find a Note

  Search for a note by ID or by filters

• Action
  Find a Price

  Search for a Price by ID.

• Action
  Find a Product

  Search for a Product by ID.

• Action
  Find a Subscription

  Search for a Subscription by ID.

• Action
  Find a Task

  Search for a task by ID or by filters

• Action
  Find a Task Comment

  Search for a task comment by ID

• Action
  Find a Task Template

  Search for a task template by ID or by filters

• Action
  Request Form Responses

  Ask clients to fill out a form.

• Action
  Send Message

  Create and send a message to a designated message channel.

• Action
  Update Client

  Update a client

• Action
  Update Company

  Update the name of a company

• Action
  Update Internal User

  Update an internal user

• Action
  Update Note

  Update the title and content of a note.

• 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
  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 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.