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Triggers and actions 40 triggers ยท 36 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 ClientTriggers when a new client is added to a workspace.
Trigger
New ProjectTriggers when a new project is added to a workspace.
Trigger
New TagTriggers when a new tag is added to a workspace.
Trigger
New TaskTriggers when a new task is added to a project on a specified workspace.
Trigger
New Time EntryTriggers when a new time entry is added.
Trigger
New Timer StartedTriggers when a new entry is started and running.
Trigger
New WorkspaceTriggers when a new workspace is created.
Action
Create ClientCreates a client on a specified workspace.
Action
Create ProjectCreates a project on a specified workspace.
Action
Create TagCreates a tag on a specified workspace.
Action
Create TaskCreates a task on a specified project.
Action
Create Time EntryCreates a new time entry on a specified workspace.
Action
Delete ClientDelete a client from a workspace. DELETE /v1/workspaces/{workspaceId}/clients/{id}
Action
Delete ProjectDelete a project from a workspace. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Delete TagDelete a tag from a workspace. DELETE /v1/workspaces/{workspaceId}/tags/{id}
Action
Delete TaskDelete a task from a project. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Delete Time EntryDelete a time entry from a workspace. DELETE /v1/workspaces/{workspaceId}/time-entries/{id}
Action
Find ClientFinds a client by name on a specified workspace.
Action
Find ProjectFinds a project by name on a specified workspace.
Action
Find Running TimerFinds a currently running time entry on a specified workspace.
Action
Find TagFinds a tag on a specified workspace.
Action
Find TaskFinds a task by name on a specified project and workspace.
Action
Find Time EntryFinds a time entry by description, start datetime or end datetime.
Action
List WorkspacesList all workspaces the authenticated user belongs to. GET /v1/workspaces
Action
Start TimerStarts a new time entry.
Action
Stop TimerStops currently running time entry on a specified workspace.
Action
Update ClientUpdate a client's name/note/archived status. PUT /v1/workspaces/{workspaceId}/clients/{id}
Action
Update ProjectUpdate a project's name/color/client/billable status/dates. PUT /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Update TagUpdate a tag's name/archived status on a workspace. PUT /v1/workspaces/{workspaceId}/tags/{id}
Action
Update TaskUpdate a task's name/status/assignee/estimate on a project. PUT /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Update Time EntryUpdate a time entry's start/end/description/project/task/billable/tags on a workspace. PUT /v1/workspaces/{workspaceId}/time-entries/{id}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.