Connect Moxie to Braintrust

Both apps 64Moxie 45Braintrust 19

• 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.

• Trigger
  New Event

  Triggers when an automation creates a new event.

• Trigger
  New Project

  Triggers when a new project is created.

• Action
  Add dataset

  Create a new Braintrust dataset. POST /v1/dataset

• Action
  Add experiment

  Create a new Braintrust experiment. POST /v1/experiment

• Action
  Add project

  Create a new Braintrust project. POST /v1/project

• Action
  Add prompt

  Create a new Braintrust prompt. POST /v1/prompt

• Action
  Delete project

  Delete a Braintrust project. DELETE /v1/project/{project_id}

• Action
  Get dataset

  Retrieve a Braintrust dataset by id. GET /v1/dataset/{dataset_id}

• Action
  Get experiment

  Retrieve a Braintrust experiment by id. GET /v1/experiment/{experiment_id}

• Action
  Get project

  Retrieve a Braintrust project by id. GET /v1/project/{project_id}

• Action
  Get prompt

  Retrieve a Braintrust prompt by id. GET /v1/prompt/{prompt_id}

• Action
  Insert dataset events

  Insert one or more rows/events into a Braintrust dataset. POST /v1/dataset/{dataset_id}/insert

• Action
  Insert experiment events

  Insert one or more events (spans/rows) into a Braintrust experiment. POST /v1/experiment/{experiment_id}/insert

• Action
  Insert project logs events

  Insert one or more log events into a Braintrust project's logs. POST /v1/project_logs/{project_id}/insert

• Action
  List datasets

  List Braintrust datasets. GET /v1/dataset

• Action
  List experiments

  List Braintrust experiments. GET /v1/experiment

• Action
  List projects

  List all Braintrust projects. GET /v1/project

• Action
  List prompts

  List Braintrust prompts. GET /v1/prompt

• Action
  Update project

  Partially update a Braintrust project. PATCH /v1/project/{project_id}

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