Connect Moxie to PDF.co

Both apps 73Moxie 45PDF.co 28

• 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.

• Action
  Add Barcode to PDF

  Draws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.

• Action
  Add Form Field to PDF

  Add a fillable form field (text field or checkbox) to a PDF at a specified position.

• Action
  Add Image to PDF

  Add an image, logo, or signature to a PDF at a specified position.

• Action
  Add Text to PDF

  Add Text to PDF

• Action
  Advanced Barcode Reader

  Decode barcodes from images or PDF documents swiftly and accurately.

• Action
  AI Invoice Parser

  Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.

• Action
  Anything to PDF Converter

  Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.

• Action
  Barcode Generator

  Generate a variety of barcodes , e.g. QRCode .

• Action
  Compress and Optimize PDF

  Significantly reduce PDF file size by compressing and optimizing images and objects within the document.

• Action
  Convert Scanned PDF to Searchable PDF

  Converts a scanned PDF or image file into a text-searchable PDF.

• Action
  Custom API Call

  Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users.

• Action
  Document Classifier

  Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.

• Action
  Document Parser

  Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.

• Action
  Get PDF Information

  Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.

• Action
  HTML to PDF Converter

  Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).

• Action
  PDF Filler

  Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.

• Action
  PDF Find Table

  This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.

• Action
  PDF Merger

  Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.

• Action
  PDF Page Tools

  Tools to rotate and delete pages from your PDF files effectively.

• Action
  PDF Security

  Add/Remove Password and Security Features to/from PDF file

• Action
  PDF to Anything Converter

  Convert PDF to JPG, PNG, CSV, XML, JSON and other formats

• Action
  Search and Delete Found Text in PDF

  Identify and remove specified text from a PDF document using text search or fixed-position coordinates

• Action
  Search and Replace Text in PDF

  Locate and replace specified text within a PDF document

• Action
  Search and Replace With Image in PDF

  Search text inside PDF and replace with Image

• Action
  Search in PDF

  Allows you to search for specific text within PDF documents or scanned images.

• Action
  Split PDF Based on Barcode Search

  This operation segments a PDF document based on barcode search, creating new PDF files for each segment.

• Action
  Split PDF Based on Text Search

  This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.

• Action
  Split PDF Into Multiple Files

  This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.

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