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Triggers and actions 36 triggers · 49 actions
Trigger
New boardPolling trigger: fires when a new board is created.
Trigger
New cardPolling trigger: fires when a new card is added to the specified board.
Trigger
New card in lanePolling trigger: fires when a new card is added to the specified lane in the specified board.
Action
Add Card ConnectionsCreate parent and child connections — LeanKit AgilePlace v2 API (connections/create)
Action
Add CommentCreate a comment — LeanKit AgilePlace v2 API (comment/create)
Action
Archive a boardArchive a board — LeanKit AgilePlace v2 API (board/archive)
Action
Assign or unassign one or more users or teams to cardsAssign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
Action
Create a cardCreate a card — LeanKit AgilePlace v2 API (card/create)
Action
Create an attachmentCreate an attachment — LeanKit AgilePlace v2 API (attachment/create)
Action
Create a new boardCreate a new board — LeanKit AgilePlace v2 API (board/create)
Action
Create a new planning incrementCreate a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
Action
Create a new planning seriesCreate a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
Action
Create a teamCreate a team — LeanKit AgilePlace v2 API (team/create)
Action
Create dependenciesCreate dependencies — LeanKit AgilePlace v2 API (dependencies/create)
Action
Delete a boardDelete a board — LeanKit AgilePlace v2 API (board/delete)
Action
Delete an attachmentDelete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
Action
Delete a planning increment by idDelete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
Action
Delete a teamDelete a team — LeanKit AgilePlace v2 API (team/delete)
Action
Delete CardDelete a card by id — LeanKit AgilePlace v2 API (card/delete)
Action
Delete multiple cardsDelete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
Action
Get a list of attachments for a cardGet a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
Action
Get a list of cardsGet a list of cards — LeanKit AgilePlace v2 API (card/list)
Action
Get a list of leaf lanes for a board (lanes that can hold cards)Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
Action
Get a list of parent cardsGet a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
Action
Get a list of planning series for an accountGet a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
Action
Get a list of tags on a boardGet a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
Action
Get a list of task cards for a cardGet a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
Action
Get an attachment's contentsGet an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
Action
Get a specified planning seriesGet a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
Action
Get BoardRetrieve a board by ID, including its lanes.
Action
Get CardGet card details by card id — LeanKit AgilePlace v2 API (card/get)
Action
Get UserRetrieve a user by ID.
Action
List BoardsList boards on the account.
Action
List Board UsersList board users — LeanKit AgilePlace v2 API (board/user-roles)
Action
List CommentsList comments on a card.
Action
List UsersList users on the account.
Action
Move CardMove a card — LeanKit AgilePlace v2 API (card/move)
Action
Search CardsSearch cards on a board with filters.
Action
Unarchive a boardUnarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
Action
Update CardUpdate a card — LeanKit AgilePlace v2 API (card/update)
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.
Each app on its own
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