Connect Moxie to Markup AI

Both apps 64Moxie 42Markup AI 22

• 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 domain

  Create a brand-terms domain.

• Action
  Add term

  Adds a preferred or prohibited term to a Markup AI term set.

• Action
  Add term set

  Create a new term set in Markup AI terminology, optionally with initial terms and linked domains.

• Action
  Cancel agent workflow

  Cancel a running Markup AI agent workflow.

• Action
  Delete domain

  Deletes a terminology domain.

• Action
  Delete term

  Delete a term.

• Action
  Delete term set

  Deletes a term set from your Markup AI terminology.

• Action
  Get agent

  Get an agent's metadata by its ID.

• Action
  Get agent workflow status

  Get the status and result of an agent workflow.

• Action
  Get style guide

  Get a style guide's full configuration, including its goals, goal groups and guidelines.

• Action
  Get term

  Retrieves a single term from a term set.

• Action
  Get term set

  Get a brand-terms term set by id.

• Action
  List agent categories

  List all available agent categories.

• Action
  List agents

  Lists the Markup AI agents your organization can run, optionally filtered by category.

• Action
  List agent workflows

  Lists agent workflow executions, optionally filtered by status, agent, or creation time. Returns up to 100 workflows.

• Action
  List domains

  Lists the terminology domains in the Markup AI account, optionally filtered by name. Returns up to 100 domains.

• Action
  List style guides

  Lists the style guides available to your organization.

• Action
  List term sets

  Returns all term sets, with their terms and domains.

• Action
  Run Content Analysis Agents

  Runs a Markup AI content agent (for example Brand Voice, Style, Claims or Freshness) against a piece of text and returns the resulting workflow, including the analysis result when the run is set to wait for completion.

• Action
  Update domain

  Updates an existing terminology domain by ID.

• Action
  Update term

  Updates an existing term in a term set by ID.

• Action
  Update term set

  Update a brand-terms term set.

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