Connect Moxie to Parseur

Both apps 61Moxie 45Parseur 16

• 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 Document Export Failed

  Triggered when Parseur fails to export a document to its destination.

• Trigger
  New Document Not Processed

  Triggered when Parseur receives a document it cannot extract data from, so you can follow it up.

• Trigger
  New Document Processed

  Triggered when Parseur finishes extracting data from a document, with the extracted fields.

• Trigger
  New Document Processed (With List Items)

  Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows).

• Trigger
  New Mailbox

  Triggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts.

• Trigger
  New Table Field Processed

  Triggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from.

• Action
  Create Document

  Sends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.

• Action
  Create Document From File

  Uploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.

• Action
  Delete Document

  Deletes a document from Parseur by its ID.

• Action
  Delete Mailbox

  Deletes a Parseur mailbox and everything in it. This cannot be undone.

• Action
  Get Document

  Returns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.

• Action
  Get Mailbox

  Returns one Parseur mailbox by its ID, with its email address, document counts and settings.

• Action
  List Documents

  Returns the documents in Parseur, optionally narrowed to one mailbox or one processing status.

• Action
  List Mailboxes

  Returns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.

• Action
  Reprocess Document

  Sends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.

• Action
  Update Mailbox

  Updates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.

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