Connect Moxie and PassEngine

Both apps 57Moxie 42PassEngine 15

• 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.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Pass

  Triggers when a new pass is created in PassEngine.

• Trigger
  Pass Scanned

  Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.

• Trigger
  Pass Status Changed

  Triggers when a pass status changes (active, used, expired, revoked).

• Action
  Activate Pass

  Reactivates a pass, setting its status back to active and notifying wallet apps.

• Action
  Create Client

  Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes.

• Action
  Create Pass

  Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.

• Action
  Get client

  Returns a single client (customer) by ID, including their name, email, phone and notes.

• Action
  Get pass

  Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.

• Action
  List clients

  Returns the clients in your PassEngine account, optionally filtered by name, email or phone.

• Action
  List passes

  Returns the passes in your PassEngine account, optionally filtered by name/code text or status.

• Action
  Revoke Pass

  Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change.

• Action
  Scan Pass

  Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.

• Action
  Send pass email

  Emails an existing pass to a recipient. Returns the queued email delivery with its status.

• Action
  Update Pass

  Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.

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