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Triggers and actions 48 triggers · 29 actions
Trigger
Booking CanceledTriggers when a OnceHub booking is canceled by the customer or by someone on your team.
Trigger
Booking Cancelled and RescheduledTriggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.
Trigger
Booking CompletedTriggers when a OnceHub booking's end time has passed and the meeting is marked completed.
Trigger
Booking Lifecycle EventTriggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.
Trigger
Booking No-ShowTriggers when a OnceHub booking is marked as a no-show.
Trigger
Booking RescheduledTriggers when a OnceHub booking is rescheduled to a new time.
Trigger
Booking ScheduledTriggers when a new OnceHub booking is scheduled.
Trigger
Contact CapturedTriggers when a new contact is captured in OnceHub.
Trigger
Contact Lifecycle EventTriggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.
Trigger
Contact UpdatedTriggers when an existing OnceHub contact is updated.
Trigger
Conversation AbandonedTriggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.
Trigger
Conversation ClosedTriggers when a OnceHub chatbot conversation is closed.
Trigger
Conversation Lifecycle EventTriggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.
Trigger
Conversation StartedTriggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.
Trigger
Reassigned BookingTriggers when a OnceHub booking is reassigned to a different host.
Action
Cancel BookingCancels a OnceHub booking, optionally with a reason and without emailing the customer.
Action
Create ContactCreates a new contact in OnceHub. Give at least an email address or a mobile number.
Action
Create One-Time Booking LinkCreates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.
Action
Delete ContactDeletes a contact from OnceHub.
Action
Find ContactFinds a OnceHub contact by email address.
Action
Get Available Time SlotsReturns the open meeting times on a OnceHub booking calendar for the window you choose.
Action
Get Booking CalendarReturns one OnceHub booking calendar with its host, public link and meeting length.
Action
Get Booking DetailsReturns one OnceHub booking with its time, customer details and booking form answers.
Action
Get ContactReturns one OnceHub contact with its details and custom fields.
Action
Get Contact's Future MeetingsReturns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.
Action
List Booking CalendarsLists the booking calendars in your OnceHub account.
Action
List BookingsLists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.
Action
List ContactsLists the contacts in your OnceHub account, with optional email and date filters.
Action
Mark Booking as No-ShowMarks a OnceHub booking as a no-show.
Action
Reassign BookingReassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.
Action
Request RescheduleAsks the customer to pick a new time for a OnceHub booking, optionally telling them why.
Action
Update ContactUpdates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.
Trigger
Agreement SentTriggers when a proposal is sent either via link or email.
Trigger
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Trigger
Agreement ViewedTriggers when a user views the proposal.
Trigger
Client CreatedTriggers when a new client is created in Moxie.
Trigger
Client DeletedTriggers when a client record is deleted in Moxie.
Trigger
Client UpdatedTriggers when a client record is updated in Moxie.
Trigger
Form CompletedTriggers when a form is completed.
Trigger
Invoice SentTriggers when an invoice is sent in Moxie.
Trigger
Meeting CancelledTriggers when a meeting is cancelled
Trigger
Meeting ScheduledTriggers when a new meeting is scheduled
Trigger
Meeting UpdatedTriggers when a meeting is updated or rescheduled
Trigger
Opportunity CreatedTriggered with a pipeline opportunity is created
Trigger
Opportunity DeletedTriggered with a pipeline opportunity is deleted
Trigger
Opportunity UpdatedTriggered with a pipeline opportunity is updated
Trigger
Payment ReceivedTriggers when a payment is received either vial Stripe or manual entry.
Trigger
Project CompletedTriggers when a project is set to "complete" in Moxie.
Trigger
Project CreatedTriggers when a new project is created in Moxie.
Trigger
Project UpdatedTriggers 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 ApprovalTriggers when a new Deliverable is ready for client approval.
Trigger
Task CreatedTriggered when a Project Task is created
Trigger
Task DeletedTriggered when a Project Task is deleted
Trigger
Task UpdatedTriggered with a Project Task is updated.
Trigger
Ticket ClosedTriggers and a support ticket is closed
Trigger
Ticket CommentTriggers when a comment is created on a ticket
Trigger
Ticket CreatedTriggers when a new support ticket is created
Trigger
Ticket DeletedTriggers when a support ticket is deleted
Trigger
Ticket UpdatedTriggers when a support ticket is updated
Trigger
Time Worked CreatedTriggers when a new time worked entry is created.
Trigger
Time Worked DeletedTriggers when a time worked record is deleted.
Trigger
Time Worked UpdatedTriggers when a time worked entry has been updated.
Action
Create ClientCreates a new client record in Hectic
Action
Create ExpenseRecords a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
Action
Create OpportunityCreate a new pipeline opportunity
Action
Create & Optionally Send InvoiceCreates 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 EventCreate or update a calendar event in Moxie
Action
Create ProjectCreate a project and optionally use a template
Action
Create TaskCreate a task in the project management system
Action
Create TicketCreate a Ticket for a client and contact
Action
Create Ticket CommentAdds a comment (public or private) to an existing ticket.
Action
Create Time WorkedCreates a time worked entry
Action
Delete Calendar EventDeletes a calendar event in Moxie by the external ID.
Action
Find a ClientFinds a client by either name or contact email address.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.