Connect Moxie to Dixa

Both apps 65Moxie 42Dixa 23

• 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 Internal Note

  Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note.

• Action
  Change Conversation Status

  Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time.

• Action
  Create Callback Request

  Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id.

• Action
  Create Conversation

  Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID.

• Action
  Create User

  Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user.

• Action
  Get Anonymization Status

  Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed.

• Action
  Get Conversation by Id

  Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes.

• Action
  Get Conversation Rating

  Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey.

• Action
  Get Conversation Tags

  Returns the tags applied to a conversation, including each tag's name, color and state.

• Action
  Get Messages in Conversation

  Returns all messages in a Dixa conversation, sorted from oldest to newest.

• Action
  Get Queue by Id

  Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found.

• Action
  Get User by Id

  Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values.

• Action
  Remove Tag From Conversation

  Removes a tag from a Dixa conversation. Active and inactive tags can both be removed.

• Action
  Search Conversation

  Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found.

• Action
  Search Conversations by User

  Returns the conversations requested by a specific end user.

• Action
  Search Enduser by External ID

  Returns the end users whose external ID matches the value you provide.

• Action
  Search User by Email Address

  Returns the Dixa end users whose email address matches the one you provide.

• Action
  Search User by Phone Number

  Returns the Dixa end users whose phone number matches the one you specify.

• Action
  Set Custom Contact Attributes

  Sets custom attribute values on an end user in Dixa and returns the attributes that were updated.

• Action
  Set Custom Conversation Attributes

  Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes.

• Action
  Tag Conversation

  Adds an existing active tag to a conversation.

• Action
  Transfer Conversation to Queue

  Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent.

• Action
  Update End User

  Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. Only the fields you fill in are changed.

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