Connect Moxie to Easymailing

Both apps 72Moxie 45Easymailing 27

• 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
  Add Member to Automation Queue

  Add member to automation queue. Starts the automation for the member.

• Action
  Add Member to Group

  Add member to group in a specified audience.

• Action
  Cancel Order

  The status of the order will be set to "cancelled". You can use to send an email to the customer to inform him that his order has been cancelled.

• Action
  Create a Campaign

  Creates a campaign draft.

• Action
  Create a Group

  Creates a group in the selected audience.

• Action
  Create a New Cart (Order)

  Creates a new order with status cart in the store.

• Action
  Create or Update Category

  Creates or updates a category in a store.

• Action
  Create or Update Customer

  Creates or updates a customer in a store.

• Action
  Create or Update Member

  Creates or updates a member in a specified audience.

• Action
  Create or Update Product

  Creates or updates a product in a store.

• Action
  Create or Update Variant

  Creates or updates a variant in a store.

• Action
  Delete a Member

  Delete a member in a specified audience.

• Action
  Delete Order

  Delete an order in the selected store.

• Action
  Get Audience

  Get one audience by uuid. GET /audiences/{uuid}.

• Action
  Get Customer by Email

  Finds a customer in an store by their email address.

• Action
  Get Member by Email

  Finds a member in an audience by their email address.

• Action
  List Members

  List members of an audience with pagination. GET /audiences/{audienceUuid}/members.

• Action
  List Orders

  List orders in a store. GET /stores/{storeResourceId}/orders.

• Action
  List Products

  List products in a store. GET /stores/{storeResourceId}/products.

• Action
  Pay Order

  The status of the order will be set to "paid". Orders Paid not trigger the abandoned cart automation and Payment reminder automation.

• Action
  Process Order

  Convert a cart to an order. The status of the order will be set to "new".

• Action
  Refund Order

  The status of the order will be set to "refunded". You can use to send an email to the customer to inform him that his order has been refunded.

• Action
  Remove Member From Group

  Remove member from group in a specified audience.

• Action
  Schedule a Campaign

  Schedules a campaign to be sent at a later date.

• Action
  Send a Campaign

  Sends a campaign now

• Action
  Ship Order

  The status of the order will be set to "shipped". You can use to send an email to the customer to inform him that his order has been shipped.

• Action
  Unsubscribe a Member

  Unsubscribe a member in a specified audience.

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