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Triggers and actions 35 triggers ยท 34 actions
Trigger
New ProjectTriggers when a new project is created in your Openlayer workspace.
Trigger
New Test ResultTriggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.
Action
Create Data SourceCreates a new data source in a project for streaming production data to Openlayer.
Action
Create ProjectCreates a new AI or ML project in your Openlayer workspace.
Action
Create TestCreates a data quality test in a project. Checks for duplicate rows, null values, or row counts.
Action
Delete Inference PipelineDelete an inference pipeline by its ID. DELETE /inference-pipelines/{id}
Action
Delete ProjectDelete a project by its ID. DELETE /projects/{id}
Action
Delete TestDelete a test by its ID. DELETE /tests/{testId}
Action
Evaluate TestEvaluates a test for a specific time range. Use after publishing records to get immediate results.
Action
Find Data SourceFinds a data source (inference pipeline) by name in a project.
Action
Find ProjectFinds a project by name in your Openlayer workspace.
Action
Find Test ResultFinds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.
Action
Get Inference PipelineRetrieve the details around a specific inference pipeline. GET /inference-pipelines/{id}
Action
Get ProjectRetrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.
Action
Get TestRetrieve a test by ID. GET /tests/{testId}
Action
Get Test ResultRetrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.
Action
List Inference PipelinesList the authenticated user's inference pipelines under a project. GET /projects/{id}/inference-pipelines
Action
List ProjectsLists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.
Action
List Test ResultsList all results for a test/goal under an inference pipeline. GET /inference-pipelines/{id}/results or GET /tests/{id}/results
Action
List TestsLists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.
Action
Publish RecordPublishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.
Action
Update Inference PipelineUpdate an inference pipeline. PUT /inference-pipelines/{id}
Action
Update ProjectUpdate a project. PUT /projects/{id}
Action
Update TestUpdate a test (partial updates allowed). PUT /tests/{testId}
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.
Each app on its own
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