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Triggers and actions 39 triggers ยท 50 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 clientPolling trigger: fires when a new client is created in Intervals (GET /client).
Trigger
New invoicePolling trigger: fires when a new invoice is created in Intervals (GET /invoice).
Trigger
New milestonePolling trigger: fires when a new milestone is created in Intervals (GET /milestone).
Trigger
New personPolling trigger: fires when a new person is added in Intervals (GET /person).
Trigger
New projectPolling trigger: fires when a new project is created in Intervals (GET /project).
Trigger
New taskPolling trigger: fires when a new task is created in Intervals (GET /task).
Action
Add clientCreate a new client.
Action
Add expenseCreate a new expense.
Action
Add invoiceCreate a new invoice.
Action
Add milestoneCreate a new milestone.
Action
Add personCreate a new person (team member).
Action
Add projectCreate a new project.
Action
Add taskCreate a new task.
Action
Add time entryLog a new time entry against a task.
Action
Add timerStart a new timer for a task.
Action
Delete clientDelete a client.
Action
Delete expenseDelete an expense.
Action
Delete invoiceDelete an invoice.
Action
Delete milestoneDelete a milestone.
Action
Delete personDelete a person.
Action
Delete projectDelete a project.
Action
Delete taskDelete a task.
Action
Delete time entryDelete a logged time entry.
Action
Delete timerDelete a timer.
Action
Get clientRetrieve a single client by id.
Action
Get expenseRetrieve a single expense by id.
Action
Get invoiceRetrieve a single invoice by id.
Action
Get milestoneRetrieve a single milestone by id.
Action
Get personRetrieve a single person by id.
Action
Get projectRetrieve a single project by id.
Action
Get taskRetrieve a single task by id.
Action
Get time entryRetrieve a single logged time entry by id.
Action
Get timerRetrieve a single timer by id.
Action
List milestonesRetrieve all milestones in the Intervals account.
Action
List tasksRetrieve all tasks in the Intervals account.
Action
Update clientUpdate an existing client's details.
Action
Update expenseUpdate an existing expense.
Action
Update invoiceUpdate an existing invoice.
Action
Update milestoneUpdate an existing milestone.
Action
Update personUpdate an existing person's details.
Action
Update projectUpdate an existing project's details.
Action
Update taskUpdate an existing task's details.
Action
Update time entryUpdate an existing logged time entry.
Action
Update timerUpdate a timer (e.g. stop or adjust it).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.