Connect Moxie to Pdforge

Both apps 55Moxie 42Pdforge 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 template

  Starts AI creation of a new PDF template from a text prompt (and optional reference file). Creation runs asynchronously and usually takes a couple of minutes; the returned template id can be used to check its status.

• Action
  Compress PDF

  Compresses a PDF from a public URL to reduce its file size, returning a signed download URL for the compressed file.

• Action
  Convert HTML to PDF

  Converts HTML into a PDF (or PNG) synchronously and returns a temporary signed URL to the generated file. If rendering takes longer than 30 seconds, the job is queued and a request id and status URL are returned instead.

• Action
  Convert Markdown to PDF

  Convert Markdown text (headings, lists, tables, code blocks) into a styled PDF document.

• Action
  Generate PDF from template

  Generates a PDF (or PNG) from one of your PDF Noodle templates and waits for it to finish, returning a temporary download link.

• Action
  Get PDF status

  Retrieve the status of a single PDF generation request, and its download link once rendering succeeds.

• Action
  Get template

  Retrieves a template's full details, or its creation status if it is still being created with AI.

• Action
  Get template variables

  Retrieves the variable schema for a template: every data placeholder (including nested objects and arrays) that can be supplied when generating a PDF from it.

• Action
  Get tool status

  Retrieve the status of a PDF tool operation (merge, split, compress, markdown to PDF, metadata update) using the request id returned by an async request or a synchronous request that timed out.

• Action
  List templates

  Lists every template available in your pdf noodle account, with each template's id and display name.

• Action
  Merge PDFs

  Combine two or more publicly accessible PDF files into a single PDF, merged in the order given. Returns a temporary download link to the merged file, or a request id to check later when the merge runs in the background.

• Action
  Split PDF

  Split a single PDF into multiple smaller PDFs by page ranges or regular intervals.

• Action
  Update PDF metadata

  Updates the embedded metadata (title, author, subject, keywords and more) of a PDF at a public URL and returns a link to the updated file. The original PDF content is preserved.

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