Integration

Connect Moxie to ConvertAPI PDF Tools

When something happens in Moxie, your agent does the next thing in ConvertAPI PDF Tools. Describe it in plain language and the automation is built, tested on every branch and kept running.

Moxie33 triggersMoxie12 actionsConvertAPI PDF Tools17 actions

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What do you want Moxie and ConvertAPI PDF Tools to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with Moxie and ConvertAPI PDF Tools

Triggers and actions 33 triggers · 29 actions

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
Advanced: Convert File
Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.
Action
Combine or Merge PDF Files
Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.
Action
Compress PDF
Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.
Action
Email to PDF
Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.
Action
Images to PDF
Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.
Action
Office to PDF
Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.
Action
PDF to DOCX
Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.
Action
PDF to PDF/A
Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.
Action
PDF to PNG
The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.
Action
PDF to PPTX
Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.
Action
PDF to XLSX
Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.
Action
Protect PDF
Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.
Action
Redact PDF
Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.
Action
Repair PDF
Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.
Action
WEB to JPG
Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.
Action
WEB to PDF
Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.
Action
WEB to PNG
Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

Each app on its own

The other way round: ConvertAPI PDF Tools to Moxie