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Triggers and actions 33 triggers ยท 40 actions
Trigger
Agreement SentTriggers when a proposal is sent either via link or email.
Trigger
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Trigger
Agreement ViewedTriggers when a user views the proposal.
Trigger
Client CreatedTriggers when a new client is created in Moxie.
Trigger
Client DeletedTriggers when a client record is deleted in Moxie.
Trigger
Client UpdatedTriggers when a client record is updated in Moxie.
Trigger
Form CompletedTriggers when a form is completed.
Trigger
Invoice SentTriggers when an invoice is sent in Moxie.
Trigger
Meeting CancelledTriggers when a meeting is cancelled
Trigger
Meeting ScheduledTriggers when a new meeting is scheduled
Trigger
Meeting UpdatedTriggers when a meeting is updated or rescheduled
Trigger
Opportunity CreatedTriggered with a pipeline opportunity is created
Trigger
Opportunity DeletedTriggered with a pipeline opportunity is deleted
Trigger
Opportunity UpdatedTriggered with a pipeline opportunity is updated
Trigger
Payment ReceivedTriggers when a payment is received either vial Stripe or manual entry.
Trigger
Project CompletedTriggers when a project is set to "complete" in Moxie.
Trigger
Project CreatedTriggers when a new project is created in Moxie.
Trigger
Project UpdatedTriggers 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 ApprovalTriggers when a new Deliverable is ready for client approval.
Trigger
Task CreatedTriggered when a Project Task is created
Trigger
Task DeletedTriggered when a Project Task is deleted
Trigger
Task UpdatedTriggered with a Project Task is updated.
Trigger
Ticket ClosedTriggers and a support ticket is closed
Trigger
Ticket CommentTriggers when a comment is created on a ticket
Trigger
Ticket CreatedTriggers when a new support ticket is created
Trigger
Ticket DeletedTriggers when a support ticket is deleted
Trigger
Ticket UpdatedTriggers when a support ticket is updated
Trigger
Time Worked CreatedTriggers when a new time worked entry is created.
Trigger
Time Worked DeletedTriggers when a time worked record is deleted.
Trigger
Time Worked UpdatedTriggers when a time worked entry has been updated.
Action
Create ClientCreates a new client record in Hectic
Action
Create ExpenseRecords a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
Action
Create OpportunityCreate a new pipeline opportunity
Action
Create & Optionally Send InvoiceCreates 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 EventCreate or update a calendar event in Moxie
Action
Create ProjectCreate a project and optionally use a template
Action
Create TaskCreate a task in the project management system
Action
Create TicketCreate a Ticket for a client and contact
Action
Create Ticket CommentAdds a comment (public or private) to an existing ticket.
Action
Create Time WorkedCreates a time worked entry
Action
Delete Calendar EventDeletes a calendar event in Moxie by the external ID.
Action
Find a ClientFinds a client by either name or contact email address.
Action
Add Contact to SegmentAdds a contact to a Resend segment. You can identify the contact by its ID or email address.
Action
Add SuppressionAdds an email address to your Resend suppression list so no further mail is sent to it.
Action
Cancel EmailCancels a scheduled Resend email that has not been sent yet.
Action
Create API KeyCreates a new Resend API key. The key itself is returned once, so store it right away.
Action
Create ContactCreates a contact in Resend. Returns the new contact's ID.
Action
Create DomainAdds a sending domain to Resend. Returns the DNS records you need to add at your domain host to verify it.
Action
Create SegmentCreates a new segment in Resend for grouping contacts.
Action
Delete API KeyDeletes a Resend API key so it can no longer be used.
Action
Delete ContactDeletes a contact from Resend. You can identify the contact by its ID or email address.
Action
Delete DomainRemoves a sending domain from Resend.
Action
Delete SegmentDeletes a segment from Resend. The contacts themselves are not deleted.
Action
List API KeysReturns the API keys on your Resend account, with each key's name and when it was last used. The key values themselves are never returned.
Action
List ContactsReturns the contacts in your Resend account, optionally limited to one segment.
Action
List DomainsReturns the sending domains on your Resend account and each one's verification status.
Action
List SegmentsReturns the contact segments in your Resend account.
Action
List Sent EmailsReturns the emails you have sent through Resend, newest first, with each email's id, sender, recipients, subject, send time and latest delivery event. Supports paging before or after a given email id.
Action
List SuppressionsReturns the email addresses on your Resend suppression list, showing for each one the address, why it was suppressed (bounce, complaint or added manually), the email that triggered it and when it was added.
Action
Remove Contact From SegmentRemoves a contact from one of your Resend segments. Identify the contact by its ID or by its email address, and name the segment to take it out of. The contact itself is not deleted.
Action
Remove SuppressionTakes an email address off your Resend suppression list so you can send to it again. Identify it by the suppression ID or by the email address itself.
Action
Retrieve ContactReturns one contact from your Resend audience, including their name, email address, whether they have unsubscribed, when they were added, and any custom properties stored on them. Look the contact up by its ID or by its email address.
Action
Retrieve DomainReturns one of your Resend sending domains, including its name, verification status, sending region, tracking settings and the DNS records it needs with each record's current status.
Action
Retrieve SegmentReturns one of your Resend segments by its ID, with the segment's name and when it was created.
Action
Retrieve Sent EmailReturns one email you sent through Resend, with its sender, recipients, subject, HTML and text body, tags, send time and latest delivery event.
Action
Send Batch EmailsSends up to 100 emails through Resend in a single call. Give it a list of emails, each with a sender, recipients, subject and body, and it returns the id of every email it created.
Action
Send EmailSends an email through Resend. Set the sender, recipients and subject, provide an HTML or plain text body, and optionally add CC/BCC, reply-to, attachments, tags or a send time.
Action
Update ContactUpdates a contact in your Resend audience. Identify the contact by ID or email address, then change the name, the subscribed/unsubscribed state, or the custom properties. Anything you leave blank stays as it is.
Action
Update EmailReschedules an email you already queued in Resend, moving it to a new send date and time. Only emails that have not gone out yet can be changed.
Action
Verify DomainAsks Resend to re-check the DNS records for one of your sending domains and start verifying it. Verification runs in the background, so the domain shows as pending until it finishes.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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