Connect Moxie to Botdog

Both apps 75Moxie 45Botdog 30

• 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
  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 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 blacklist

  Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.

• Action
  Add campaign

  Creates a new outreach campaign in Botdog, optionally with a start and end date.

• Action
  Add Contact to a Campaign

  Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.

• Action
  Add leads to blacklist

  Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.

• Action
  Add leads to campaign

  Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.

• Action
  Add leads to list

  Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.

• Action
  Add list

  Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.

• Action
  Add snippet

  Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.

• Action
  Archive campaign

  Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.

• Action
  Delete campaign

  Deletes a Botdog campaign. It disappears immediately and is removed in the background.

• Action
  Delete snippet

  Deletes one of your own message snippets in Botdog.

• Action
  Get campaign

  Returns one Botdog campaign by id, with its name, status, owner and schedule.

• Action
  Get campaign sequence

  Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.

• Action
  Get campaign statistics

  Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.

• Action
  Get lead

  Returns one lead by id, including profile details, campaign status and the lead's full event history.

• Action
  Get list

  Returns one Botdog lead list by id, with its name and lead count.

• Action
  List campaign leads

  Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.

• Action
  List campaigns

  Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.

• Action
  List leads

  Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.

• Action
  List leads in list

  Returns the leads in a Botdog lead list.

• Action
  List paused campaign activities

  Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.

• Action
  List snippets

  Returns the message snippets visible to the connected Botdog user, both personal and team-shared.

• Action
  Pause campaign activities

  Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.

• Action
  Remove leads from blacklist

  Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.

• Action
  Remove leads from list

  Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.

• Action
  Resume campaign activities

  Resumes specific activity types on a Botdog campaign that were paused individually.

• Action
  Stop lead

  Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.

• Action
  Update campaign

  Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.

• Action
  Update lead

  Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.

• Action
  Update snippet

  Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.

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