Connect Moxie to Cubo Crm

Both apps 62Moxie 42Cubo Crm 20

• 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 activity

  Create an activity. POST activities; docs "Criar nova atividade".

• Action
  Add deal

  Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio".

• Action
  Add note

  Create a note (Anotação). POST notes; docs "Criar nova anotação".

• Action
  Add organization

  Create an organization. POST organizations; docs "Criar nova organização".

• Action
  Add person

  Create a person (Pessoa). POST on persons; docs "Criar nova pessoa".

• Action
  Add product

  Create a product. POST products; docs "Criar novo produto".

• Action
  Delete deal

  Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio".

• Action
  Delete person

  Delete a person by ID.

• Action
  Get deal

  Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID".

• Action
  Get organization

  Get an organization by ID.

• Action
  Get person

  Get a person by ID.

• Action
  List organizations

  List all organizations. GET organizations; docs "Listar todas as organizações".

• Action
  List people

  List all people. GET persons; docs "Listar todas as pessoas".

• Action
  List pipelines

  List all pipelines (Funis). GET pipelines; docs "Listar todos os funis".

• Action
  List products

  List all products. GET products; docs "Listar todos os produtos".

• Action
  List stages

  List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID".

• Action
  Update activity

  Update an activity by ID.

• Action
  Update deal

  Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio".

• Action
  Update organization

  Update an organization by ID.

• Action
  Update person

  Update a person by ID.

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