Connect Hubflo and Moxie

Both apps 105Hubflo 63Moxie 42

• Trigger
  Client Invited to Portal

  Triggers when a new invitation to the portal is created.

• Trigger
  Company Updated

  Triggers when a company is updated.

• Trigger
  Message Sent

  Triggers when a message is sent in a chatroom

• Trigger
  New Chatroom

  Triggers when a new chatroom is created.

• Trigger
  New Comment on a Task

  Triggers when a new comment is created on a task.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New File Uploaded

  Triggers when a new file is uploaded.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Form

  Triggers when a new form is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Proposal

  Triggers when a new proposal is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Time Log

  Triggers when a new time log is created.

• Trigger
  New Workspace

  Triggers when a new workspace is created.

• Action
  Add a Participant to the Chatroom

  Add a participant to the Chatroom.

• Action
  Add Comment to a Task

  Adds a Comment to a Task.

• Action
  Add Embed to Workspace

  Adds embed to workspace

• Action
  Add Link to Workspace

  Adds link to workspace

• Action
  Add Project Section

  Add a section with tasks to a project

• Action
  Create a File for a Task

  Create a File for a Task.

• Action
  Create Company

  Creates a Company

• Action
  Create Contact

  Creates a Contact

• Action
  Create New Time Entry

  Creates a New Time Entry

• Action
  Create Note

  Creates a Note

• Action
  Create Project

  Create a Project

• Action
  Create Proposal

  Creates a proposal

• Action
  Create Task

  Creates a Task

• Action
  Create Workspace

  Creates a Workspace

• Action
  Create Workspace Folder

  Add a new folder to a workspace.

• Action
  Create Workspace Note

  Creates a Note in a Workspace

• Action
  Delete Workspace

  Deletes a workspace - Irreversible

• Action
  Edit Time Entry

  Edits a Particular Time Entry

• Action
  Find a Company

  Retrieves a Company.

• Action
  Find a Form

  Finds a Desired Form

• Action
  Find an Form Assignment

  Finds an Assignment of a Form.

• Action
  Find Chatroom

  Find chatroom from contacts.

• Action
  Find Contact

  Finds a Contact by Email

• Action
  Find Content Items

  Finds Content Items in a Organization.

• Action
  Find Project

  Returns the projects matching a name, owner, client contact or workspace.

• Action
  Find Sections of a Project

  Finds Sections of a Projects.

• Action
  Find the Form Assignments

  Finds Assignments of a Form.

• Action
  Find the Tasks

  FindsTasks or Subtasks.

• Action
  Find Workspace

  Returns the workspaces matching a title, a workspace id or a project.

• Action
  Find Workspace Folder

  Finds a Folder by Title in a Workspace

• Action
  Get Companies

  Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.

• Action
  Get Contacts

  Get all your contacts

• Action
  Invite Contact to Workspace

  Invite contact to a workspace

• Action
  List Task Comments

  Lists all Comments of a Task.

• Action
  Retrieve a Comment of Task

  Retrieves a Comment of Task.

• Action
  Retrieve a Task

  Retrieves a Particular Task.

• Action
  Retrieve Chatroom Participants

  Retrieve chatroom participants

• Action
  Retrieve Members

  Retrieve members of an organization

• Action
  Retrieve Messages of a Chatroom

  Retrieves messages from a given Chatroom.

• Action
  Send Form to a Client

  Sends form to a client.

• Action
  Send Message in a Chatroom

  Sends a Message in a Chatroom.

• Action
  Update Company

  Updates a Company

• Action
  Update Contact

  Updates a Contact

• Action
  Update Embed in Workspace

  Updates embed in workspace

• Action
  Update Project

  Updates a Project

• Action
  Update Task

  Updates a Task

• Action
  Update Workspace

  Updates a workspace.

• Action
  Update Workspace Folder

  Updates a Workspace folder.

• 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.