Connect Call Loop 2.0 and Moxie

Both apps 57Call Loop 2.0 15Moxie 42

• Trigger
  Contact Added to List

  Triggers when a contact is added to the selected Call Loop list.

• Trigger
  Contact Created or Updated

  Triggers when a contact is created or updated in Call Loop.

• Action
  Add list

  Creates a new contact list in Call Loop and returns the created list.

• Action
  Create (Update) Contact

  Creates a contact, or updates the existing contact with the same phone number, and returns the saved contact.

• Action
  Delete contact

  Permanently deletes one or more contacts by ID and returns a confirmation with the number deleted.

• Action
  Find contacts by search term

  Returns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state.

• Action
  Get contact

  Returns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found.

• Action
  Get message

  Returns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found.

• Action
  List contacts

  Returns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included.

• Action
  Send Ringless Voicemail

  Queues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state.

• Action
  Send SMS / MMS Message

  Queues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status.

• Action
  Send Voice Broadcast

  Queues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status.

• Action
  Update contact

  Updates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact.

• Action
  Update list

  Renames an existing contact list and returns the updated list.

• Action
  Update Opt-In Status

  Sets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent.

• 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.