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What do you want Files.com and Moxie to do together?
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Triggers and actions 40 triggers ยท 28 actions
Trigger
Automation Run CompletedTriggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes.
Trigger
File DeletedTriggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it.
Trigger
Group CreatedTriggered when a new group is created in Files.com. Reports the group's name, members and login permissions.
Trigger
New File or Folder CreatedTriggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it.
Trigger
New File UploadedTriggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time.
Trigger
Share Link CreatedTriggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires.
Trigger
User CreatedTriggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions.
Action
Add User to GroupAdds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username.
Action
Copy FileCopies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background.
Action
Create FolderCreates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details.
Action
Create GroupCreates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID.
Action
Create Share LinkCreates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address.
Action
Delete FileDeletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option.
Action
Delete FolderDeletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it.
Action
Delete GroupDeletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed.
Action
Delete UserDeletes a user from Files.com by their ID, removing their access to the site.
Action
Download FileGets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file.
Action
List Folder ContentsLists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time.
Action
Move FileMoves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards.
Action
Remove User from GroupRemoves a user from a Files.com group. Looks up the membership for the group and user you name, then removes it.
Action
Run AutomationStarts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background.
Action
Update UserUpdates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values.
Action
Upload FileUploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size.
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.