Connect Moxie to SchoolMaker

Both apps 72Moxie 42SchoolMaker 30

• 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 community comment

  Adds a comment, or a reply to an existing comment, on a community post as the school owner.

• Action
  Add community post

  Creates a post in your SchoolMaker community, as the school owner, in an open category.

• Action
  Add conversation message

  Sends a message from an admin or moderator to an existing conversation group.

• Action
  Add lesson

  Creates a lesson in a section of a SchoolMaker program. New lessons are published by default.

• Action
  Add offer

  Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them.

• Action
  Add program

  Creates a new program (course) in your SchoolMaker school.

• Action
  Add section

  Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise.

• Action
  Award badge

  Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again.

• Action
  Create a Coaching Appointment

  Creates a coaching appointment of a chosen coaching type with the selected members and coaches.

• Action
  Create a Conversation

  Creates a conversation group with the chosen members and sends its first message.

• Action
  Delete Member

  Deletes a member from your SchoolMaker school, identified by member id or email.

• Action
  Delete offer

  Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash.

• Action
  Delete program

  Moves a SchoolMaker program to Trash and removes its logo and cover.

• Action
  Get All Coaching Types

  Returns every coaching type in your SchoolMaker school, with its coaches and publication status.

• Action
  Get Member Accesses

  Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email.

• Action
  Get Member Progress

  Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level.

• Action
  Get Offer Details

  Returns the details of a SchoolMaker offer, including its prices, accesses and member counts.

• Action
  Get Program Details

  Returns the details of a program, optionally with a specific member's progress through it.

• Action
  Get Top 10 Members in Leaderboard

  Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space.

• Action
  List badges

  Returns all badges defined in your SchoolMaker school, newest first.

• Action
  List lessons

  Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name.

• Action
  List Members

  Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access.

• Action
  List Offers

  Returns all offers in your SchoolMaker school, optionally filtered by published status.

• Action
  List Programs

  Returns all programs in your school, optionally only those a given member can access, with that member's progress.

• Action
  List sections

  Returns the sections in a SchoolMaker program, optionally filtered by section group or search text.

• Action
  Set a Drip Boost

  Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner.

• Action
  Set Member Ban

  Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details.

• Action
  Set Member Suspend

  Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email.

• Action
  Set Offer Access for a Member / Add New Member

  Grants or revokes a member's access to an offer, creating the member if they don't exist yet.

• Action
  Set Offer Details

  Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values.

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