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Triggers and actions 41 triggers · 37 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 Bitlink in GroupTriggers when a new Bitlink appears in the group.
Trigger
New Branded Short DomainTriggers when a new branded short domain is added.
Trigger
New ChannelTriggers when a new channel is created.
Trigger
New GroupTriggers when a new group is created.
Trigger
New OrganizationTriggers when a new organization is created.
Trigger
New QR Code in GroupTriggers when a new QR code appears in the group.
Trigger
New Sorted Bitlink in GroupTriggers when a new Bitlink appears in the group's sorted ranking.
Trigger
New Tag in GroupTriggers when a new tag appears in the group.
Action
Add Custom Bitlinkcreate a custom (branded) Bitlink
Action
Bulk update bitlinksbulk update Bitlinks in a group
Action
Create an inline CSV export for a groupcreate an inline CSV export for a group
Action
Create BitlinkShortens a long URL into a Bitlink. Optionally set a title and a branded custom domain.
Action
Delete a Bitlinkdelete a Bitlink
Action
Expand BitlinkReturns the long destination URL for a Bitlink ID (e.g. bit.ly/abc123).
Action
Generate a static QR Code imagegenerate a static QR code image
Action
Get Group Limit UsageReturns a Bitly group's current feature limit usage, with the count used for each limit.
Action
Get Plan LimitsReturns all plan limits and their current usage counts for a Bitly organization.
Action
Get Platform LimitsReturns the organization's platform limits and current usage counts per API endpoint.
Action
Get QR Code ImageFetches a QR code's rendered image by QR code ID. The image is saved to APIANT temporary storage and returned as a file reference, so it can be emailed, uploaded or attached in a later step. An error occurs if the QR code is not found.
Action
Get Top Links and QR Codes by EngagementReturns a group's top-performing bitlinks and decoupled QR codes ranked by engagement count over a chosen reporting window.
Action
Retrieve BitlinkFetches the details of a single Bitlink by its ID (e.g. bit.ly/abc123).
Action
Retrieve Custom BitlinkReturns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details — destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found.
Action
Retrieve GroupFetches a single Bitly group (workspace) by its GUID, returning the group's name, organization, role, status, and branded short domains. An error occurs if the group is not found.
Action
Retrieve Group PreferencesFetches the preferences for a single Bitly group (workspace) by its GUID, returning the group's default short domain. An error occurs if the group is not found.
Action
Retrieve OrganizationFetches a single Bitly organization by its GUID, returning the organization's name, subscription tier, role, status, and branded short domains. An error occurs if the organization is not found.
Action
Retrieve QR CodeReturns the details of a single QR code by its ID — title, the Bitlink and destination URLs it encodes, its type, tags, and created/updated timestamps. This returns the QR code's information only, not the scannable image file; use Get QR Code Image for that. An error occurs if the QR code is not found.
Action
Retrieve UserReturns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group.
Action
Shorten a Linkshorten a long URL into a Bitlink
Action
Update a Groupupdate a group
Action
Update a QR Codeupdate a QR code
Action
Update a Userupdate the authenticated user
Action
Update BitlinkUpdates a Bitlink's title, tags, or archived state.
Action
Update Group Preferencesupdate group preferences
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.