Integration

Connect Moxie to Smartsheet via API Token

When something happens in Moxie, your agent does the next thing in Smartsheet via API Token. Describe it in plain language and the automation is built, tested on every branch and kept running.

Moxie33 triggersMoxie12 actionsSmartsheet via API Token9 triggersSmartsheet via API Token94 actions

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What do you want Moxie and Smartsheet via API Token to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Moxie and Smartsheet via API Token

Triggers and actions 42 triggers · 106 actions

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
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 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
List contacts
List contacts
Trigger
List dashboards
List dashboards
Trigger
List org groups
List org groups
Trigger
List reports
List reports
Trigger
List sheets
List sheets
Trigger
List workspaces
List workspaces
Trigger
New favorite
Triggers when a new item is added to your favorites.
Trigger
New row
Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
Trigger
New search result
Triggers when a new item matches your search query.
Action
Add columns
Add columns
Action
Add favorites
Add favorites
Action
Add image to cell
Add image to cell
Action
Add rows
Add one or more rows to a sheet. Provide an array of row objects with cells.
Action
Add summary fields
Add summary fields
Action
Attach file or URL to comment
Attach file or URL to comment
Action
Attach file or URL to row
Attach file or URL to row
Action
Attach file or URL to sheet
Attach file or URL to sheet
Action
Attach new version
Attach new version
Action
Copy folder
Copy folder
Action
Copy rows to another sheet
Copy rows to another sheet
Action
Copy sheet
Copy sheet
Action
Copy workspace
Copy workspace
Action
Create a comment
Create a comment
Action
Create a discussion on a row
Create a discussion on a row
Action
Create an update request
Create an update request
Action
Create cross-sheet references
Create cross-sheet references
Action
Create discussion
Create discussion
Action
Create folder
Create a folder in the user's Home.
Action
Create folder in workspace
Create folder in workspace
Action
Create proof
Create proof
Action
Create proof discussion
Create proof discussion
Action
Create proof request
Create proof request
Action
Create sheet
Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.
Action
Create sheet in folder
Create sheet in folder
Action
Create sheet in workspace
Create sheet in workspace
Action
Create workspace
Create workspace
Action
Delete a comment
Delete a comment
Action
Delete a discussion
Delete a discussion
Action
Delete an update request
Delete an update request
Action
Delete attachment
Delete attachment
Action
Delete column
Delete column
Action
Delete favorites
Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.
Action
Delete folder
Delete folder
Action
Delete report
Delete report
Action
Delete rows
Delete rows
Action
Delete sent update request
Delete sent update request
Action
Delete sheet
Delete a sheet by id.
Action
Delete summary fields
Delete summary fields
Action
Delete workspace
Delete workspace
Action
Edit a comment
Edit a comment
Action
Get a comment
Get a comment
Action
Get an update request
Get an update request
Action
Get attachment
Get attachment
Action
Get column
Get column
Action
Get contact
Get contact
Action
Get cross-sheet reference
Get cross-sheet reference
Action
Get discussion
Get discussion
Action
Get folder metadata
Get folder metadata
Action
Get proof
Get proof
Action
Get report
Get report
Action
Get row
Get a single row from a sheet by row id.
Action
Get sent update request
Get sent update request
Action
Get sheet
Get a sheet by id, including its rows and columns.
Action
Get sheet summary
Get sheet summary
Action
Get summary fields
Get summary fields
Action
Get user
Get user
Action
Get workspace
Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
Action
Is favorite
Is favorite
Action
List attachments
List attachments
Action
List columns
List all columns of a sheet.
Action
List contents
List contents
Action
List cross-sheet references
List cross-sheet references
Action
List discussion attachments
List discussion attachments
Action
List discussions
List discussions
Action
List discussions with a row
List discussions with a row
Action
List folder children
List folder children
Action
List folders
List the folders in the user's Home.
Action
List proof attachments
List proof attachments
Action
List proofs
List proofs
Action
List row attachments
List row attachments
Action
List sheet rows
Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).
Action
List sheets
List all sheets the user has access to.
Action
Lists sent update requests
Lists sent update requests
Action
List update requests
List update requests
Action
List workspace children
List workspace children
Action
List workspaces
List all workspaces the user has access to.
Action
Move folder
Move folder
Action
Move rows to another sheet
Move rows to another sheet
Action
Move sheet
Move sheet
Action
Search
Search across all sheets the user can access for the given text.
Action
Search sheet
Search a specific sheet for the given text.
Action
Send report via email
Send report via email
Action
Send rows via email
Send rows via email
Action
Send sheet via email
Send sheet via email
Action
Sort rows in sheet
Sort rows in sheet
Action
Update an update request
Update an update request
Action
Update column
Update column
Action
Update folder
Update folder
Action
Update proof status
Update proof status
Action
Update rows
Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
Action
Update sheet
Update sheet
Action
Update summary fields
Update summary fields
Action
Update workspace
Update workspace

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