Integration

Connect Moxie to Intercom

When something happens in Moxie, your agent does the next thing in Intercom. Describe it in plain language and the automation is built, tested on every branch and kept running.

Moxie33 triggersMoxie12 actionsIntercom8 triggersIntercom30 actions

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Everything your agent can do with Moxie and Intercom

Triggers and actions 41 triggers · 42 actions

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.
Trigger
New company
Fires when a new company is created. Poll GET /companies ordered by created_at.
Trigger
New conversation
Polls for conversations, most recently updated first. Fires for each new conversation.
Trigger
New lead
Instant trigger: fires when a new lead is created in Intercom (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New note on conversation
Instant trigger: fires when a note is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New or updated contact
Polls for contacts, most recently updated first. Fires for each new or updated contact.
Trigger
New tag on a conversation
Instant trigger: fires when a tag is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New tag on a user
Instant trigger: fires when a tag is added to an Intercom user (webhook). Stub ported from dev.apiant — not yet implemented.
Trigger
New ticket
Fires when a new ticket is created. Poll GET /tickets/search or /tickets ordered by created_at.
Action
Add company
Create (or upsert) a company in Intercom. POST /companies.
Action
Add note to contact
Adds a note to the specified contact as the specified admin.
Action
Add note to conversation
Adds an internal note to the specified conversation as an admin.
Action
Add tag to contact
Attaches a tag to the specified contact.
Action
Add ticket
Create a support ticket. POST /tickets.
Action
Assign conversation
Assigns the conversation to an admin or team.
Action
Close conversation
Closes the specified conversation.
Action
Create contact
Creates a new contact (role user or lead) in Intercom.
Action
Create message
Creates an admin-initiated email or in-app message to a contact.
Action
Delete company
Delete a company by ID. DELETE /companies/{company_id}.
Action
Delete contact
Deletes a contact by ID.
Action
Find admin by email
Fetches an admin's details. Lists all admins; match by email.
Action
Find contact by email
Searches contacts by email and returns matches.
Action
Find tickets
Search tickets by criteria. POST /tickets/search.
Action
Get company
Retrieve a company by ID. GET /companies/{company_id}.
Action
Get contact
Fetches a contact's details by ID.
Action
Get conversation
Fetches a conversation's details by ID.
Action
Get ticket
Retrieve a ticket by ID. GET /tickets/{ticket_id}.
Action
List companies
List all companies. GET /companies.
Action
List segments
List all segments. GET /segments.
Action
List tags
Lists all tags for the workspace.
Action
Open conversation
Opens (marks open) the specified conversation.
Action
Remove tag from contact
Detaches a tag from the specified contact.
Action
Send conversation reply
Sends a reply to the specified conversation as an admin.
Action
Snooze conversation
Snoozes the specified conversation until the given unix timestamp.
Action
Start conversation
Starts a new conversation with the specified contact.
Action
Track event
Submit a data event for a contact. POST /events.
Action
Update company
Update an existing company. PUT /companies/{company_id}.
Action
Update contact
Updates an existing contact specified by ID.
Action
Update ticket
Update an existing ticket. PUT /tickets/{ticket_id}.

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The other way round: Intercom to Moxie