Connect Moxie and Pinpoint

Both apps 63Moxie 42Pinpoint 21

• 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
  Application Stage Update

  Triggers when an application moves to a different hiring stage in Pinpoint.

• Trigger
  New Application

  Triggers when a new job application is submitted in Pinpoint.

• Trigger
  New Job

  Triggers when a new job is created in Pinpoint, returning the job's details and custom field values.

• Trigger
  New Talent Pipeline Candidate

  Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint.

• Action
  Add application

  Creates a new application (candidate applying) for a job in Pinpoint.

• Action
  Add comment

  Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment.

• Action
  Add job

  Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links.

• Action
  Add requisition

  Creates a requisition in Pinpoint from a requisition template and returns the new requisition.

• Action
  Get application

  Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes.

• Action
  Get candidate

  Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes.

• Action
  Get job

  Returns one job by its id, including its custom field values and any related records you ask for.

• Action
  List applications

  Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria.

• Action
  List candidates

  Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status.

• Action
  List comments

  Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date.

• Action
  List interviews

  Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance.

• Action
  List job postings

  Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates.

• Action
  List jobs

  Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more.

• Action
  List requisitions

  Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date.

• Action
  List users

  Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for.

• Action
  Update application

  Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter.

• Action
  Update candidate

  Updates an existing candidate's personal and contact details in Pinpoint.

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