Connect Moxie to Parallel Web Systems

Both apps 55Moxie 42Parallel Web Systems 13

• 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 FindAll run

  Starts a Parallel FindAll run that searches the web for every entity matching your objective and match conditions. The run starts queued; retrieve its status and results with the FindAll run id it returns.

• Action
  Add monitor

  Creates a Parallel monitor that watches a web search query, or the output of an existing task run, for material changes on a schedule. The monitor runs once right away and then on the chosen frequency.

• Action
  Cancel monitor

  Permanently stops a monitor from running. Cancellation cannot be undone; cancelling an already-cancelled monitor changes nothing.

• Action
  Create Async Web Enrichment

  Starts an asynchronous web research/enrichment task run in Parallel. Returns immediately with the run in status 'queued'; fetch the result later with the run id.

• Action
  Extract web content

  Extracts relevant excerpts (and optionally full content) as markdown from up to 20 web URLs.

• Action
  Fetch Results for Async Runs

  Retrieves the result of a Parallel task run (created asynchronously) by its run ID, waiting until the run completes or the timeout elapses.

• Action
  Find entities by objective

  Returns up to the chosen number of people or companies, ranked, that match a natural-language description of the entities you want.

• Action
  Get FindAll run

  Retrieve a FindAll run's status, candidate metrics, generator and metadata.

• Action
  Get FindAll run result

  Retrieve a snapshot of a FindAll run's result: run status and metrics plus every candidate evaluated so far with its match status, output and citations.

• Action
  Get monitor

  Retrieves a monitor by its ID, including its type, status, frequency, query settings, webhook configuration and, for snapshot monitors, the latest output.

• Action
  List monitors

  List monitors in the Parallel account, newest first, optionally filtered by type and status.

• Action
  Search web

  Searches the web with Parallel and returns ranked results with relevant excerpts.

• Action
  Update monitor

  Updates an existing Parallel monitor's frequency, processor, webhook, metadata, query or source settings. Only the fields you fill in are changed.

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