Connect Moxie to Classe365

Both apps 59Moxie 42Classe365 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 Class

  Creates a new class in Classe365.

• Action
  Add Course Enrollment

  Enrolls a student into a class and section for an academic session.

• Action
  Add Department

  Creates a new department in Classe365.

• Action
  Add Invoice

  Creates an invoice in Classe365 for a fee, billed to one student, form submission or agent.

• Action
  Add Payment

  Records a payment against an existing Classe365 invoice.

• Action
  Add Section

  Adds a new section to a class in Classe365.

• Action
  Add Subject

  Creates a new subject under a section in Classe365.

• Action
  Create Student Record

  Adds a new student record to Classe365.

• Action
  Create Teacher

  Creates a new teacher (academic staff member) in Classe365.

• Action
  Get Student

  Fetches a student by ID. An error occurs if the student is not found.

• Action
  List Academic Structure

  Lists the full academic structure: every class with its sections and each section's subjects, optionally limited to one academic session.

• Action
  List Classes and Sections

  Lists every class in the school together with its sections, optionally limited to the classes and sections enabled in one academic session.

• Action
  List Invoices

  Lists invoices in Classe365, optionally filtered by invoice, fee, student, status, payer type, recurring flag, invoice date range or due date range. Each invoice includes its fee, payer, line items and payments.

• Action
  List Students

  Lists students in Classe365, optionally narrowed by academic session, class, section, active/alumni status or any student field.

• Action
  List Teachers

  Lists teachers in Classe365, optionally filtered by name, email, date of birth, gender, contact number or any other teacher field, with each teacher's allocated subjects for the chosen academic session.

• Action
  Update Student

  Update fields on an existing student record.

• Action
  Update Teacher

  Update fields on an existing teacher/staff record.

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