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Triggers and actions 41 triggers · 55 actions
Trigger
List automationspoll for automations; new automations surface over time (trigger).
Trigger
List newsletter listspoll newsletter lists; new lists surface over time (trigger).
Trigger
List pollspoll for polls; new polls surface over time (trigger).
Trigger
List segment subscriber IDspoll subscriber IDs in a segment; new IDs surface over time (trigger).
Trigger
List segment subscriberspoll subscribers in a segment; new members surface over time (trigger).
Trigger
List tierspoll subscription tiers; new tiers surface over time (trigger).
Trigger
New subscriber to publicationPolls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.
Trigger
New unsubscriber to publicationPolls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.
Action
Add subscription tagadd a tag to a subscription.
Action
Bulk create subscriptioncreate multiple subscriptions in a single bulk request.
Action
Create custom fieldcreate a new custom field.
Action
Create newsletter listcreate a new newsletter list.
Action
Create segmentcreate a new segment.
Action
Create subscriptionCreates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.
Action
Delete custom fielddelete a custom field.
Action
Delete newsletter listdelete a newsletter list.
Action
Delete segmentdelete a segment.
Action
Delete subscriptionRemove a subscriber from a publication.
Action
Get aggregate statsget aggregate statistics across posts.
Action
Get authorget details for a specific author.
Action
Get custom fieldget details for a specific custom field.
Action
Get newsletter listget details for a specific newsletter list.
Action
Get newsletter list subscriptionget details for a newsletter list subscription.
Action
Get postRetrieve a single post by ID. Returns content, stats, and publish status.
Action
Get post templatesget available post templates for a publication.
Action
Get publicationget details for a specific publication.
Action
Get publication engagementsget aggregate engagement stats for a publication.
Action
Get publications by subscription emailget publications associated with a subscriber email.
Action
Get referral programget referral program details for a publication.
Action
Get segmentget details for a specific segment.
Action
Get subscription by emailRetrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.
Action
Get subscription by IDget details for a subscription by its ID.
Action
Get subscription updateget a specific bulk subscription update record.
Action
Identify userget current OAuth user info.
Action
Identify workspaceget current workspace info.
Action
List authorslist all authors for a publication.
Action
List complimentary accesslist free access grants for a publication.
Action
List condition setslist all condition sets for a publication.
Action
List custom fieldsList a publication's subscriber custom fields. Returns field names and types for mapping.
Action
List postsList posts for a publication. Returns posts with status, audience, and publish metadata.
Action
List publicationsList the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.
Action
List segmentsList segments for a publication. Returns segment ids, names, and types for audience targeting.
Action
List subscriptionsList subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.
Action
List subscription updateslist bulk subscription update records.
Action
Recalculate segmentrecalculate segment membership.
Action
Update a tierupdate an existing tier.
Action
Update custom fieldupdate an existing custom field.
Action
Update subscription by emailUpdate an existing subscriber identified by email. Changes tier, status, or custom fields.
Action
Update subscription by IDupdate a subscription by its ID.
Action
Update subscriptionsupdate multiple subscriptions at once.
Action
Update subscriptions' statusbulk update subscription status.
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.
Each app on its own
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