Connect Moxie and TidyCal

Both apps 58Moxie 42TidyCal 16

• 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 Team

  Triggers when a new team you have access to appears in your TidyCal account.

• Action
  Add contact

  Creates a new contact in your TidyCal account with a name, email and optional timezone.

• Action
  Add guest to booking

  Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.

• Action
  Cancel booking

  Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.

• Action
  Delete booking type

  Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.

• Action
  Get booking

  Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.

• Action
  Get booking type

  Returns a single booking type, including its title, duration, price, booking URL and availability settings.

• Action
  Get contact

  Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.

• Action
  List available timeslots

  Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.

• Action
  List bookings

  Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.

• Action
  List booking types

  Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.

• Action
  List contacts

  Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.

• Action
  List teams

  Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.

• Action
  Reschedule booking

  Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.

• Action
  Update booking type

  Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.

• Action
  Update contact

  Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields 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.