Integration
Connect Moxie to OpenMercantil
When something happens in Moxie, your agent does the next thing in OpenMercantil. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Moxie and OpenMercantil to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Moxie and OpenMercantil
Triggers and actions 33 triggers · 36 actions
Trigger
Agreement SentTriggers when a proposal is sent either via link or email.
- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
- Agreement Viewed
Triggers when a user views the proposal.
- Client Created
Triggers when a new client is created in Moxie.
- Client Deleted
Triggers when a client record is deleted in Moxie.
- Client Updated
Triggers when a client record is updated in Moxie.
- Form Completed
Triggers when a form is completed.
- Invoice Sent
Triggers when an invoice is sent in Moxie.
- Meeting Cancelled
Triggers when a meeting is cancelled
- Meeting Scheduled
Triggers when a new meeting is scheduled
- Meeting Updated
Triggers when a meeting is updated or rescheduled
- Opportunity Created
Triggered with a pipeline opportunity is created
- Opportunity Deleted
Triggered with a pipeline opportunity is deleted
- Opportunity Updated
Triggered with a pipeline opportunity is updated
- Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
- Project Completed
Triggers when a project is set to "complete" in Moxie.
- Project Created
Triggers when a new project is created in Moxie.
- Project Updated
Triggers when the settings for a project are updated.
- Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
- Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
- Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
- Task Approval
Triggers when a new Deliverable is ready for client approval.
- Task Created
Triggered when a Project Task is created
- Task Deleted
Triggered when a Project Task is deleted
- Task Updated
Triggered with a Project Task is updated.
- Ticket Closed
Triggers and a support ticket is closed
- Ticket Comment
Triggers when a comment is created on a ticket
- Ticket Created
Triggers when a new support ticket is created
- Ticket Deleted
Triggers when a support ticket is deleted
- Ticket Updated
Triggers when a support ticket is updated
- Time Worked Created
Triggers when a new time worked entry is created.
- Time Worked Deleted
Triggers when a time worked record is deleted.
- Time Worked Updated
Triggers when a time worked entry has been updated.
- Create Client
Creates a new client record in Hectic
- Create Expense
Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
- Create Opportunity
Create a new pipeline opportunity
- 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.
- Create or Update Calendar Event
Create or update a calendar event in Moxie
- Create Project
Create a project and optionally use a template
- Create Task
Create a task in the project management system
- Create Ticket
Create a Ticket for a client and contact
- Create Ticket Comment
Adds a comment (public or private) to an existing ticket.
- Create Time Worked
Creates a time worked entry
- Delete Calendar Event
Deletes a calendar event in Moxie by the external ID.
- Find a Client
Finds a client by either name or contact email address.
Action
Compare companiesCompare exactly two admitted companies side by side.
- Export company report
Export a single company's report as a downloadable artifact.
- Find companies
Search published Spanish legal entities by name, NIF or other criteria.
- Find persons
Search documentary mentions of persons by name.
- Find similar companies
Find companies similar to a given company by province, CNAE and BORME activity.
- Find tenders
Search public procurement notices.
- Get BORME daily summary
Get the official BORME gazette summary for a given date.
- Get companies by sector
Get companies belonging to a given CNAE sector code.
- Get company
Get a full company report for a Spanish legal entity.
- Get company activity
Get a company's activity time series.
- Get company contracts
Get PLACSP public procurement notices linked to a company.
- Get company events
Get paginated official events recorded for a company.
- Get company facts
Get facts extracted from BORME filings for a company.
- Get company officers
Get current and historical officers of a company.
- Get company sector ratios (Banco de España)
Get Banco de España sector financial ratios for a company's CNAE sector.
- Get company timeline
Get a unified multi-source timeline of events for a company.
- Get legal article
Get the consolidated text of a single article of a mercantile-law norm.
- Get legal norm
Get the detail of a single mercantile-law norm, with its act-to-norm bridge.
- Get legal norms
Get the index of core Spanish mercantile-law norms.
- Get person corporate graph
Get the person-to-company graph for a person.
- Get person mentions
Get documentary mentions of a person across public filings.
- Get sector ratios
Get aggregated financial ratios for a CNAE sector.
- Get tender
Get a sanitized public procurement notice.
- List procurement suppliers
List corporate suppliers ranked by public procurement award count.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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