Integration

Connect Attio to Moxie

When something happens in Attio, your agent does the next thing in Moxie. Describe it in plain language and the automation is built, tested on every branch and kept running.

Attio7 triggersAttio13 actionsMoxie33 triggersMoxie12 actions

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Everything your agent can do with Attio and Moxie

Triggers and actions 40 triggers · 25 actions

Trigger
List Entry Created
Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
Trigger
List Entry Deleted
Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
Trigger
List Entry Updated
Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
Trigger
Record Created
Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
Trigger
Record Deleted
Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
Trigger
Record Updated
Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
Trigger
Task Created
Triggers when a new task is created in Attio, giving you the new task's ID and who created it.
Action
Create List Entry
Adds a record to an Attio list as a new list entry and returns the entry.
Action
Create Note
Creates a note on an Attio record and returns the new note.
Action
Create or Update List Entry by Parent Record
Adds a record to an Attio list, or updates its existing entry if it is already on the list.
Action
Create or Update Record
Creates a record in Attio, or updates the existing record that matches on the chosen field.
Action
Create Record
Creates a new record on the chosen Attio object and returns it.
Action
Create Storage Location
Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
Action
Create Task
Creates a task in Attio, optionally linked to a record and assigned to a workspace member.
Action
Delete List Entry
Removes an entry from an Attio list.
Action
Find List Entries
Returns the entries on an Attio list.
Action
Find Records
Searches records on the chosen Attio object and returns the matches.
Action
Update List Entry
Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
Action
Update Record
Updates the field values on an existing Attio record. Fields you leave blank are left untouched.
Action
Update Task
Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
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.

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The other way round: Moxie to Attio