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Triggers and actions 35 triggers · 38 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
List Maintenance WindowsGets a list of maintenance windows (GET /maintenance_windows).
Trigger
New IncidentsPolls for new incidents in PagerDuty (GET /incidents, newest first).
Action
Add RespondersRequest additional responders (a user or escalation policy) to help with an incident.
Action
Add Team MemberAdd a user to a team with a given role.
Action
Create IncidentCreates an incident in PagerDuty (POST /incidents).
Action
Create Note on IncidentCreates a note on a given incident.
Action
Delete or End a Maintenance WindowDeletes a maintenance window that hasn't started yet, or ends one that is ongoing.
Action
Get Escalation PolicyRetrieve a single escalation policy by its ID.
Action
Get IncidentRetrieve a single PagerDuty incident by id.
Action
Get ScheduleRetrieve a single on-call schedule by its ID.
Action
Get ServiceRetrieve a single PagerDuty service by id.
Action
Get TeamRetrieve a single team by its ID.
Action
Get User InformationGets a user's information based on provided ID.
Action
List Escalation PoliciesList PagerDuty escalation policies (GET /escalation_policies).
Action
List Incident NotesList all notes attached to an incident.
Action
List IncidentsList PagerDuty incidents with filters (statuses, service_ids, urgencies, date range) (GET /incidents).
Action
List On-CallsList current on-call entries — who is on call now, by escalation policy/schedule/user/time window (GET /oncalls).
Action
List Schedule OverridesList overrides on a schedule within a required since/until time window.
Action
List SchedulesList PagerDuty on-call schedules (GET /schedules).
Action
List ServicesList PagerDuty services (GET /services).
Action
List TeamsList all teams in the account.
Action
List UsersList PagerDuty users (GET /users).
Action
Manage IncidentsBulk acknowledge or resolve multiple incidents in a single call.
Action
Snooze IncidentSnooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires.
Action
Two-way sync add a maintenance windowCreates a maintenance window for use with two-way sync triggers (POST /maintenance_windows). Does not update. Use only with two-way sync triggers.
Action
Two-way sync add or update an incidentCreates or updates an incident for use with two-way sync triggers (POST /incidents; incident_key dedups). Use only with two-way sync triggers.
Action
Update IncidentUpdates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident.
Action
Update Maintenance WindowUpdates a maintenance window.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.