Integration

Connect One Tap to Moxie

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

One Tap2 triggersOne Tap21 actionsMoxie33 triggersMoxie12 actions

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Everything your agent can do with One Tap and Moxie

Triggers and actions 35 triggers · 33 actions

Trigger
New Participant Check-in
Triggered when a participant is checked in on a One Tap list.
Trigger
New Profile
Triggered when a new person profile is created in One Tap.
Action
Add Punch Pass
Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participant
Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participant
Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create List
Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create Participant
Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create Profile
Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete List
Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete Pass
Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete Profile
Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get List
Returns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get Lists
Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on List
Returns the participants on a One Tap list, with their check-in and check-out details.
Action
Get Passes
Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get Profile
Returns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile Passes
Returns the passes belonging to one person's profile in One Tap.
Action
Get Profiles
Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch Pass
Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove Participant
Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update List
Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update Participant
Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update Profile
Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
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.

Each app on its own

The other way round: Moxie to One Tap