Connect Moxie and ReadyCloud Suite

Both apps 59Moxie 42ReadyCloud Suite 17

• 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 Contact

  Triggers when a new Contact is created.

• Trigger
  New Order

  Triggers when a new order is created in the selected ReadyCloud organization.

• Action
  Add order note

  Adds a note to an existing ReadyCloud order, optionally attributed to a named author.

• Action
  Add product

  Creates a product (SKU) in a ReadyCloud organization's product catalog.

• Action
  Add tag

  Adds a tag to a ReadyCloud order.

• Action
  Create Contact

  Creates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields.

• Action
  Create Member Event

  Creates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert.

• Action
  Create Order

  Creates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields.

• Action
  Find boxes

  Returns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields.

• Action
  Find Contact

  Returns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply.

• Action
  Find Order

  Returns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range.

• Action
  Find products

  Returns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it.

• Action
  Get contact

  Returns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes.

• Action
  Get order

  Returns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields.

• Action
  Update contact

  Updates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed.

• Action
  Update order

  Updates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order.

• Action
  Update product

  Updates an existing product in a ReadyCloud organization's product catalog. Only the details you fill in are changed.

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