Connect Moxie to intelliHR

Both apps 56Moxie 42intelliHR 14

• 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
  Create Business Unit

  Creates a new business unit in intelliHR and returns the created business unit, including its custom field values.

• Action
  Create Job

  Creates a new job for an existing person in intelliHR, including their position, business unit, location, supervisor and remuneration details.

• Action
  Create Training

  Creates a training record for a person in intelliHR, with its provider, type, status, cost, hours and completion date.

• Action
  Create User

  Creates a login user for an existing person who does not already have one, and returns the new user.

• Action
  Find Job

  Finds jobs matching the person, email, employee number, job title, status or other criteria you supply.

• Action
  Find Person

  Finds people in intelliHR matching a name, primary email address, employee number, intelliHR ID or job, and returns the matching people with their details.

• Action
  Get job

  Returns a single job by its ID, including its person, position, location, business unit, remuneration schedule and custom fields.

• Action
  Get person

  Returns a single person record from intelliHR, including contact details, jobs and custom field values.

• Action
  List jobs

  Returns jobs in intelliHR as at the current date, optionally filtered by person, job name, status, work type and more.

• Action
  List people

  Returns the people in your intelliHR account, optionally filtered by job, email, employee number, name, recent updates or extended-leave status.

• Action
  Set Job End Date

  Sets the end date on a job and, unless told not to, finalises the job's termination with a turnover type and reason.

• Action
  Update Business Unit

  Updates an existing business unit's name, code, notes, parent, enabled status and custom field values.

• Action
  Update User

  Updates an existing intelliHR user account — enable or disable sign-in, change the username, set when full access begins, or issue onboarding.

• Action
  Upload Person Document

  Uploads a file to a person's documents in intelliHR and marks the upload as successful. Returns the new document's id, filename and upload status.

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