Integration

Connect Moxie to MOCO

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

Moxie33 triggersMoxie12 actionsMOCO26 triggersMOCO24 actions

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What do you want Moxie and MOCO to do together?

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Everything your agent can do with Moxie and MOCO

Triggers and actions 59 triggers · 36 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 Client
Triggers when a new client is created.
Trigger
New Company
Triggers when a new company is created.
Trigger
New Expense
Triggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
New Invoice
Triggers when a new invoice is created.
Trigger
New Invoice Status
Triggers when the status of an invoice is changed.
Trigger
New Offer
Triggers when a new offer is created.
Trigger
New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
New Planning Entry
Triggers when a new Planning Entry is created.
Trigger
New Presence
Triggers when a new Presence is created.
Trigger
New Project Assignment
Triggers when a person is assigned to a project.
Trigger
New Purchase
Triggers when a new purchase is created.
Trigger
New Recurred Expense
Triggers when an expense is recurred.
Trigger
New Task
Triggers when a new task is created.
Trigger
New Time Entry
Triggers when a new time entry is created.
Trigger
Unarchived Project
Triggers when a project is made active again.
Trigger
Updated Company
Triggers when a company was updated.
Trigger
Updated Expense
Triggers when an expense was updated.
Trigger
Updated Invoice
Triggers when an invoice was updated.
Trigger
Updated Lead
Triggers when a lead was updated.
Trigger
Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Updated Presence
Triggers when a Presence was updated.
Trigger
Updated Project
Triggers when a project was updated.
Trigger
Updated Purchase
Triggers when a purchase was updated.
Trigger
Updated Time Entry
Triggers when a time entry was updated.
Action
Create Comment
Creates a new Comment.
Action
Create Company
Creates a new company (customer only).
Action
Create Contact
Creates a new contact person.
Action
Create Expense
Creates a new Expense.
Action
Create Incoming Payment
Creates a new incoming payment.
Action
Create Lead
Creates a new lead.
Action
Create Outgoing Payment
Creates a new outgoing payment.
Action
Create Project
Creates a new Project.
Action
Create Purchase
Creates a new Purchase.
Action
Create Task
Creates a new project task.
Action
Create Time Entry
Create a new time entry.
Action
Find Company
Finds an existing Company.
Action
Find Contact
Finds an existing Contact.
Action
Find Expense
Finds an existing Expense.
Action
Find Invoice
Finds an existing Invoice.
Action
Find Lead
Finds an existing lead.
Action
Find Offer
Finds an existing Offer.
Action
Find Planning Entry
Finds an existing Planning Entry.
Action
Find Project
Finds an existing project.
Action
Find Purchase
Finds an existing Purchase.
Action
Find Task
Finds an active Task for a Project.
Action
Find Time Entry
Finds an existing Time Entry.
Action
Find User
Finds an existing active user.
Action
Record Presence
Record a new presence.

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The other way round: MOCO to Moxie