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Triggers and actions 40 triggers ยท 34 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 Forum MessageTriggers when a new Message is created on a Forum Post.
Trigger
New Forum PostTriggers when a new Post is created on a Forum.
Trigger
New MentionTriggers when a User or Role is mentioned.
Trigger
New Message Posted to ChannelTriggers when a new message is posted to a specific text channel.
Trigger
New Reaction on MessageTriggers when a new Reaction is added to a Message.
Trigger
New User AddedTriggers when a new user joins the Discord Server.
Trigger
Role Assigned to UserTriggers when a role is assigned to a user.
Action
Add Reaction to MessageReact to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger (PUT /channels/{channel_id}/messages/{message_id}/reactions/{emoji_name}/@me).
Action
Add Roleassign a role to a user
Action
Create ChannelCreate a new channel in a server (POST /guilds/{guild_id}/channels).
Action
Create new Forum PostCreate a new Post on a Forum Channel.
Action
Create RoleCreate a new role in a server (POST /guilds/{guild_id}/roles).
Action
Delete ChannelDelete or close a channel (DELETE /channels/{channel_id}).
Action
Delete MessageDelete a message from a channel (DELETE /channels/{channel_id}/messages/{message_id}).
Action
Find ChannelFind an existing channel by name.
Action
Find UserFind an existing user by name.
Action
Get MessageRetrieve a specific message from a channel by id (GET /channels/{channel_id}/messages/{message_id}).
Action
Get Server MemberGet one member of a Discord server, including the roles they currently hold.
Action
List Active ThreadsList the threads and forum posts currently active in a Discord server.
Action
List MessagesList the most recent messages in a Discord channel, newest first.
Action
List ReactionsList the people who reacted to a message with a given emoji.
Action
List RolesList every role defined in a Discord server, so you can pick the Role ID an operation needs.
Action
List ServersList the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for.
Action
Remove User RoleRemove a chosen role from the specified user.
Action
Rename ChannelRename a channel to a specific name you choose.
Action
Send Channel MessagePost a new message to a specific #channel you choose.
Action
Send Direct MessageSend a direct message to a specific user.
Action
Send message in Forum PostSend a new message in a specific Forum Post.
Action
Update MessageEdit the content of a previously sent message (PATCH /channels/{channel_id}/messages/{message_id}).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.