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Triggers and actions 38 triggers ยท 35 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 CommentTriggers when a new comment is created in your Notion workspace. You can filter by database or specific page.
Trigger
New Data Source ItemTriggers when a new item is created in a data source.
Trigger
Updated Content in Data Source ItemTriggers when the content in a data source item is updated.
Trigger
Updated Content in PageTriggers when the content in a page is updated.
Trigger
Updated Properties in Data Source ItemTriggers when one or more properties of a data source item are updated.
Action
Add Block to PageAdds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more.
Action
Add CommentAdds a new comment to a Page.
Action
Add Content to PageAdds Content to a Page.
Action
Archive Data Source ItemSoft deletes an item in a data source.
Action
Create Data Source ItemCreates an item in a data source.
Action
Create PageCreates a Page inside a parent page
Action
Find Data Source ItemsSearches for items in a data source by its properties.
Action
Find Page (By Title)Searches for a page by title.
Action
Get BlockRetrieves a block by ID.
Action
Get Block ChildrenRetrieves child blocks of a parent block or page with support for pagination.
Action
Get PageRetrieves a specific page or data source item from Notion using its ID.
Action
Get Page and ChildrenRetrieves a page by its ID and all of its block children.
Action
Get Page CommentsRetrieves comments from a Page.
Action
Get Page PropertyRetrieves a specific property value from a Notion page.
Action
Get User DetailsRetrieves user information by ID.
Action
Query Data Source (Advanced)Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.
Action
Restore Data Source ItemRestores a data source item which was previously archived.
Action
Retrieve DatabaseThis action retrieves a database in Notion using the ID of the database.
Action
Update DatabaseUpdates a Notion database attributes including title, parent location, inline display, icon, archive status, and lock status.
Action
Update Data Source ItemUpdates a data source item.
Action
Update Data Source SchemaUpdates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema.
Action
Upload File to Data Source ItemUploads a file to a files property in a data source item.
Action
Upload File to Page or BlockUploads a file to a page or block in Notion.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.