Connect Moxie to AddressZen

Both apps 51Moxie 42AddressZen 9

• 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.

• Action
  Find addresses by search term

  Returns address suggestions (a display label and an id) matching a partial address, ranked by relevance. Use Get address with an id to retrieve the full address.

• Action
  Find places by search term

  Returns up to 10 place suggestions (countries, regions, cities and other administrative areas) matching a search term, each with an id you can pass to Get place.

• Action
  Freeform US Address Verification

  Verifies a full one-line US address against USPS CASS data and returns the standardized, corrected address with ZIP+4 and delivery details.

• Action
  Get address

  Returns the full address for an address suggestion id from Find addresses by search term. Each successful retrieval uses one lookup from your balance.

• Action
  Get place

  Returns the full details of a place (coordinates, language and the underlying GeoNames record) for a place ID taken from a Find places result.

• Action
  US Address Verification With Street Address and Zip Code

  Verifies and standardizes a US street address using its ZIP code, returning the corrected address with ZIP+4 and USPS delivery details.

• Action
  US Address Verification With Street Address, City and State

  Verifies a US street address given its street line, city and state, and returns the standardized, USPS CASS-corrected address with ZIP+4 and match scores.

• Action
  Validate email address

  Checks whether an email address is deliverable and reports whether it is disposable, free, a role address or on a catch-all domain.

• Action
  Validate phone number

  Validates a phone number and returns whether it is valid, its country, national and international formats, and its original (and optionally current) carrier.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.