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Connect Claude CodeEverything your agent can do with Moxie and BigMailer
Triggers and actions 34 triggers · 47 actions
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.
Trigger
New ContactTriggered when a new contact is created in a BigMailer brand.
Action
Add/Update ContactCreates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.
Action
Create a bulk campaignCreates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.
Action
Create an RSS campaignCreates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.
Action
Create a transactional campaignCreates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.
Action
Create listCreates a new contact list inside a BigMailer brand.
Action
Create segmentCreates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.
Action
Create templateCreates a reusable email or landing-page template in a BigMailer brand.
Action
Delete contactDeletes a contact from a BigMailer brand, by contact ID or email address.
Action
Delete listDeletes a contact list from a BigMailer brand.
Action
Delete segmentDeletes a segment from a BigMailer brand.
Action
Delete templateDeletes a template from a BigMailer brand.
Action
Get brandReturns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.
Action
Get bulk campaignReturns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.
Action
Get contactReturns one BigMailer contact by ID or email address, including its custom field values.
Action
Get listReturns one contact list from a BigMailer brand.
Action
Get RSS campaignReturns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.
Action
Get segmentReturns one segment from a BigMailer brand, including the conditions that define it.
Action
Get templateReturns one template from a BigMailer brand, including its HTML.
Action
Get transactional campaignReturns one transactional campaign from a BigMailer brand, including its content and send statistics.
Action
List brandsLists the brands in your BigMailer account.
Action
List bulk campaignsLists the bulk campaigns in a BigMailer brand.
Action
List contactsLists the contacts in a BigMailer brand, optionally limited to one list.
Action
List listsLists the contact lists in a BigMailer brand.
Action
List RSS campaignsLists the RSS campaigns in a BigMailer brand.
Action
List segmentsLists the segments in a BigMailer brand.
Action
List sendersLists the sending identities in a BigMailer brand.
Action
List templatesLists the templates in a BigMailer brand.
Action
List transactional campaignsLists the transactional campaigns in a BigMailer brand.
Action
Update a bulk campaignUpdates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update an RSS campaignUpdates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update a transactional campaignUpdates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update brandUpdates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.
Action
Update listRenames an existing contact list inside a BigMailer brand.
Action
Update segmentUpdates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.
Action
Update templateUpdates an existing BigMailer template — its name, type, HTML content and account-wide sharing. 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.
Each app on its own
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