Connect Moxie to Ashby

Both apps 59Moxie 42Ashby 17

• 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 candidate tag

  Adds an existing tag to a candidate in Ashby and returns the updated candidate.

• Action
  Add job

  Creates a new job in Ashby with a title, department/team and location, optionally applying a job template, interview plan, employment type and brand.

• Action
  Add offer

  Creates an offer for a candidate's application in Ashby by submitting the offer form for an offer process that has already been started.

• Action
  Change Job Consideration Stage

  Moves a candidate's application (their consideration for a job) to a different interview stage, optionally with an archive reason and rejection email when archiving.

• Action
  Consider Candidate for Job

  Considers a candidate for a job in Ashby by creating a new application, optionally placing it in a specific interview plan and stage with a source and credited user.

• Action
  Create Candidate

  Creates a new candidate in Ashby with their name, contact details, social profiles, location and source.

• Action
  Create Candidate Note

  Adds a note to a candidate's profile in Ashby, optionally as HTML, private, or with notifications to subscribed users.

• Action
  Find Candidate

  Returns up to 100 candidates whose email address and/or name match the values you supply.

• Action
  Find Job

  Returns up to 100 jobs whose title or requisition ID matches the text you search for.

• Action
  Find Job Consideration

  Returns the applications (candidates being considered) for a job in Ashby, optionally narrowed by application status and creation date.

• Action
  Find Opening

  Returns the openings whose identifier matches the one you supply, including each opening's state, jobs, locations, hiring team and custom fields.

• Action
  Get candidate

  Returns the full details of a single Ashby candidate, including contact info, tags, applications, files and custom field values.

• Action
  List departments

  Returns all departments and teams in your Ashby account, optionally including archived ones or only those changed since a previous sync.

• Action
  List locations

  Returns the office and remote locations set up in your Ashby account, optionally including archived locations and regions.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, social links, source, credited user and location in Ashby. Fields left blank are not changed.

• Action
  Update job

  Updates an existing job in Ashby — its title, team, location, default interview plan, employment type or requisition id.

• Action
  Update Opening

  Updates an existing opening in Ashby, such as its identifier, description, department, target dates, backfill flag or employment type. Returns the updated opening.

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