Connect Moxie to Writer

Both apps 58Moxie 42Writer 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.

• Action
  Add file

  Uploads a file (PDF, Word, PowerPoint, image, email, HTML, subtitle, CSV or Excel) to your Writer account, optionally attaching it to a Knowledge Graph.

• Action
  Add file to knowledge graph

  Adds an uploaded file to a Writer Knowledge Graph.

• Action
  Add knowledge graph

  Create a new Knowledge Graph.

• Action
  Ask knowledge graph

  Ask a natural-language question against a Knowledge Graph and get an answer with citations.

• Action
  Delete file

  Permanently delete a file from Writer. This cannot be undone.

• Action
  Delete file from knowledge graph

  Remove a file from a Knowledge Graph. The file remains in your Writer files.

• Action
  Delete knowledge graph

  Delete a Writer Knowledge Graph.

• Action
  Generate chat completion

  Generate a multi-turn chat completion from a list of messages, distinct from the existing single-prompt Send Prompt/Text generation op.

• Action
  Get file

  Retrieve a file's details, including its name, processing status, and the Knowledge Graphs it belongs to.

• Action
  Get knowledge graph

  Retrieve a Writer Knowledge Graph by its id, including file processing status and connected web URLs.

• Action
  List knowledge graphs

  Retrieve a list of Knowledge Graphs. By default only org-wide Knowledge Graphs are returned; supply team IDs to include graphs deployed to those teams.

• Action
  List models

  Lists the models available to your Writer account for text generation, chat completions and other AI tasks.

• Action
  Parse PDF

  Parse a PDF document into structured text.

• Action
  Search web

  Searches the web for a query using Writer's web search tool and returns a generated answer with the source URLs it drew on.

• Action
  Send Prompt

  Generates text from a single prompt with a Writer Palmyra model (or an external model configured for your organization), without conversational context.

• Action
  Update knowledge graph

  Update a Knowledge Graph's name/description.

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