Connect Breeze to Moxie

Both apps 81Breeze 36Moxie 45

• Trigger
  New Project

  Triggers when a new project is created in Breeze.

• Trigger
  New Task

  Triggers when a new task is created in the selected Breeze project.

• Trigger
  Project Renamed

  Triggers when a Breeze project is given a new name.

• Trigger
  Tag Added to Task

  Triggers when a tag is added to a task in the selected Breeze project.

• Trigger
  Task Moved

  Triggers when a task is moved to a different list in the selected Breeze project.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in the selected Breeze project.

• Action
  Add comment

  Adds a comment to a task in a Breeze project. Returns the comment that was created.

• Action
  Add list

  Adds a new list to a Breeze project. Returns the list that was created.

• Action
  Add time entry

  Logs a time entry against a task in a Breeze project. Returns the time entry that was created.

• Action
  Add todo

  Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.

• Action
  Create New Project

  Creates a new project in Breeze. Returns the project that was created.

• Action
  Create New Task

  Creates a new task (card) in a Breeze project. Returns the task that was created.

• Action
  Delete card

  Deletes a task (card) from a Breeze project.

• Action
  Delete comment

  Deletes a comment from a task in a Breeze project.

• Action
  Delete list

  Deletes a list from a Breeze project.

• Action
  Delete project

  Deletes a project from Breeze.

• Action
  Delete time entry

  Deletes a time entry from a task in a Breeze project.

• Action
  Delete todo

  Deletes a checklist item from a task in a Breeze project.

• Action
  Find Project

  Returns the Breeze projects whose name contains the text you supply.

• Action
  Generate time tracking report

  Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.

• Action
  Get card

  Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.

• Action
  Get project

  Returns a single Breeze project, including its budget, members and tracked time.

• Action
  List cards

  Returns the tasks (cards) in a Breeze project, 100 per page.

• Action
  List comments

  Returns the comments on a task in a Breeze project.

• Action
  List lists

  Returns the lists in a Breeze project.

• Action
  List projects

  Returns all active projects in the Breeze account.

• Action
  List time entries

  Returns the time entries logged against a task in a Breeze project.

• Action
  List todos

  Returns the items on a checklist of a task in a Breeze project.

• Action
  List users

  Returns the people on your Breeze team.

• Action
  Move card

  Moves a task to another list, or to another position within its list.

• Action
  Update card

  Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.

• Action
  Update comment

  Changes the text of a comment on a task in a Breeze project. Returns the updated comment.

• Action
  Update list

  Renames a list in a Breeze project. Returns the updated list.

• Action
  Update project

  Updates a Breeze project. Only the values you supply are changed. Returns the updated project.

• Action
  Update time entry

  Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.

• Action
  Update todo

  Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.

• 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.