Connect Moxie and Zendesk

Both apps 63Moxie 42Zendesk 21

• 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 Messaging Conversation

  Triggers when a customer starts a new conversation through Zendesk messaging (the web widget, mobile SDK or a social messaging channel). Each conversation arrives as its Zendesk ticket.

• Trigger
  New Ticket

  Polling trigger that fires when a new ticket is created.

• Trigger
  New User

  Polling trigger that fires when a new user is created.

• Action
  Add Comment to Ticket

  Adds a public or private comment to an existing ticket.

• Action
  Create Organization

  Creates a new organization.

• Action
  Create Ticket

  Creates a new ticket in Zendesk.

• Action
  Create User

  Creates a new user (end-user or agent).

• Action
  Delete Ticket

  Deletes a ticket by ID.

• Action
  Delete User

  Soft-deletes a user by ID.

• Action
  Get Messaging User ID

  Returns the Zendesk messaging ID for a user, so their messaging conversation can be looked up in Zendesk Messaging.

• Action
  Get Organization

  Retrieves a single organization by ID.

• Action
  Get Ticket

  Retrieves a single ticket by ID.

• Action
  Get User

  Retrieves a single user by ID.

• Action
  List Organizations

  Lists organizations in the account.

• Action
  List Ticket Comments

  Lists all comments on a ticket.

• Action
  List Tickets

  Lists tickets in the account.

• Action
  Search

  Runs a Zendesk search query across tickets, users, and organizations.

• Action
  Search Users

  Searches users by query (name, email, etc.).

• Action
  Update Organization

  Updates an existing organization by ID.

• Action
  Update Ticket

  Updates an existing ticket by ID.

• Action
  Update User

  Updates an existing user by ID.

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