Connect Moxie to AFrame

Both apps 62Moxie 42AFrame 20

• 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
  Add contact note

  Adds a note to an existing contact in AFrame and returns the created note.

• Action
  Add event

  Creates a new event (date or appointment) on an AFrame transaction, with a fixed date or a date calculated from another transaction date.

• Action
  Add task

  Creates a new Task in AFrame, assigned to a team member and optionally linked to a transaction or contact.

• Action
  Add transaction attachment

  Creates a new attachment entry (a file placeholder or a web link) on an AFrame transaction.

• Action
  Add transaction note

  Adds a note (or showing / price-change activity) to an existing AFrame transaction.

• Action
  Add transaction participant

  Adds a participant to an AFrame transaction in a given role, either linking an existing contact, creating a new contact inline, or holding the role as a placeholder.

• Action
  Create Contact

  Creates a new Contact in your AFrame team, with name, company, emails, phones, addresses and categories.

• Action
  Create Transaction

  Creates a new Transaction in AFrame for a property address, with optional prices, key dates, assigned team members and custom field values.

• Action
  Find contacts

  Searches AFrame contacts by name, company, team, email, categories, or created/edited date range and returns the matching contacts (up to 100).

• Action
  Find tasks

  Returns tasks matching the given status, due/completion dates, transaction, contact or assignee filters (up to 100).

• Action
  Find team members

  Finds team members in your AFrame team by name, email, role, type or active status.

• Action
  Find transactions

  Searches transactions by ID, stage, property address, or created/edited date range and returns the matching transactions (up to 100).

• Action
  Get contact

  Returns a contact's details, including name, emails, phones, addresses, owners and categories.

• Action
  Get contact note

  Returns a single contact note by its ID, including its content, type, date and any attached file details.

• Action
  Get Event

  Returns one event (a date or appointment such as a closing date) on a transaction.

• Action
  Get transaction

  Returns a single AFrame transaction by its ID, including its status, property details, participants and custom field values.

• Action
  Get Transaction Note

  Returns a transaction note by its ID, including its content, activity date, contact details and visibility settings.

• Action
  Update contact

  Updates an existing AFrame contact, changing only the fields you fill in.

• Action
  Update task

  Updates an existing AFrame task, changing only the fields you fill in, and returns the updated task.

• Action
  Update transaction

  Updates an existing AFrame transaction's property address, status, assigned team members, prices, dates and commission. Only the fields you fill in are changed.

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