Connect Bento and Moxie

Both apps 69Bento 27Moxie 42

• Trigger
  New Tag

  Triggers when a new tag is created on your Bento site.

• Action
  Add broadcast

  Creates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.

• Action
  Create Field

  Creates a custom subscriber field on your Bento site.

• Action
  Create or Update User

  Creates a Bento subscriber, or updates the name of an existing one, by email address.

• Action
  Create or Update User and Apply Tag

  Creates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.

• Action
  Create or Update User and Apply Tag (Trigger Flows)

  Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.

• Action
  Create Tag

  Creates a tag on your Bento site.

• Action
  Delete tag

  Discards a tag in Bento by name (running it on an already-discarded tag restores it).

• Action
  Fetch Site Metrics

  Returns your Bento site's user, subscriber and unsubscriber counts.

• Action
  Fetch Subscriber

  Returns a Bento subscriber's details, tags and custom fields by email address.

• Action
  Get email template

  Returns one email template, including its name, subject and HTML content.

• Action
  Get segment

  Returns one segment, including its name, description and filter definition.

• Action
  Import subscribers

  Queues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.

• Action
  List Broadcasts

  Returns one page of Bento broadcasts with the chosen status, including their send stats.

• Action
  List Fields

  Returns every custom subscriber field on your Bento site.

• Action
  List segments

  Returns all segments in your Bento site.

• Action
  List sequences

  Returns the sequences on your Bento site, including each sequence's email templates.

• Action
  List Tags

  Returns every tag on your Bento site.

• Action
  List workflows

  Returns all workflows on the Bento site, with their name, status and email templates.

• Action
  Remove Tag from Subscriber

  Removes a tag from a Bento subscriber by email.

• Action
  Send Transactional Email

  Sends an email through Bento to one recipient, optionally as transactional so it reaches unsubscribed people.

• Action
  Track Event

  Records a custom event for a Bento subscriber, optionally updating their profile fields; events can start Flows.

• Action
  Track Subscribe Event

  Subscribes or unsubscribes a Bento subscriber by email.

• Action
  Track Unique Event

  Records a purchase for a Bento subscriber with its value, counted once per order ID.

• Action
  Update email template

  Updates the subject, HTML content, or editor type of a Bento email template.

• Action
  Update Subscriber Field

  Sets one custom field value on a Bento subscriber.

• Action
  Validate Email

  Checks whether an email address looks valid and deliverable.

• 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
  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.