Connect More Good Reviews and Moxie

Both apps 78More Good Reviews 36Moxie 42

• Trigger
  Customers: New Customer

  Triggers when a new customer is added to your More Good Reviews project.

• Trigger
  Reviews: New Review

  Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet.

• Action
  Asks: Create Ask

  Schedules a review request to a customer by email and/or SMS, with optional reminder messages.

• Action
  Charges: Create Charge

  Records a revenue charge for a customer, identified by email or phone, from an external billing system.

• Action
  Charges: Delete Charge

  Permanently deletes a mistaken charge (revenue event) from the project.

• Action
  Customers: Archive Customer

  Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them.

• Action
  Customers: Cancel Customer Unsent Messages

  Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer.

• Action
  Customers: Create Customer

  Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply.

• Action
  Customers: Delete Customer

  Deletes a customer from your More Good Reviews project.

• Action
  Customers: Get Customer

  Returns one customer in your project, including their contact details, location and tags.

• Action
  Customers: List Customer Charges

  Returns the revenue charges recorded for one customer, newest first.

• Action
  Customers: List Customer Messages

  Returns the outreach message history (email and SMS review requests) for one customer.

• Action
  Customers: List Customers

  Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted.

• Action
  Customers: Resubscribe Customer

  Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again.

• Action
  Customers: Unarchive Customer

  Restores an archived customer so review requests and integrations treat them as active again.

• Action
  Customers: Unsubscribe Customer

  Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them.

• Action
  Customers: Update Customer Notes

  Replaces the internal notes stored on a More Good Reviews customer.

• Action
  Customers: Update Customer Tags

  Replaces the tags assigned to a customer with the provided list of tag slugs.

• Action
  Locations: Get Location

  Returns a single project location, including its name, display name, slug, store code and address.

• Action
  Locations: List Locations

  Returns every active location on the More Good Reviews project, including each location's slug, store code and address.

• Action
  Locations: Update Location

  Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed.

• Action
  Messages: Delete Message

  Deletes a scheduled or sent outreach message from the project.

• Action
  Reviews: Delete Review

  Deletes a review from the More Good Reviews project.

• Action
  Reviews: List Reviews

  Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date.

• Action
  Reviews: Mark Review Replied

  Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text.

• Action
  Reviews: Update Review Duplicate Flag

  Marks a review as a duplicate, or clears its duplicate mark.

• Action
  Reviews: Update Review Tags

  Replaces all tags on a review with the given list of tag slugs.

• Action
  Reviews: Update Review Visibility

  Shows or hides a review in More Good Reviews public displays.

• Action
  Sources: Create Source

  Creates a review source in your More Good Reviews project, such as a platform where reviews are collected.

• Action
  Sources: Delete Source

  Deletes a review source from the project when it is no longer used.

• Action
  Sources: List Sources

  Returns the review sources (such as Google or Facebook) available for the project's reviews.

• Action
  Sources: Update Source

  Updates the name, slug, color, or icon of an existing review source.

• Action
  Tags: Create Tag

  Creates a tag in your More Good Reviews project for organizing customers or reviews.

• Action
  Tags: Delete Tag

  Deletes a tag from the project, removing it from use on customers and reviews.

• Action
  Tags: List Tags

  Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags.

• Action
  Tags: Update Tag

  Updates an existing tag's name, slug, color, icon, or AI tagging settings.

• 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.