Integration

Connect Order Desk to Moxie

When something happens in Order Desk, 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.

Order Desk2 triggersOrder Desk16 actionsMoxie33 triggersMoxie12 actions

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What do you want Order Desk and Moxie to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Order Desk and Moxie

Triggers and actions 35 triggers · 28 actions

Trigger
New Order Added
Triggered when a new order is added in Order Desk.
Trigger
Order Folder Changed
Triggered when an order moves to a different folder in Order Desk.
Action
Add Order Item
Adds a line item to an existing order in Order Desk.
Action
Add Order Note
Adds a note to an order's history in Order Desk.
Action
Add Shipment
Records a shipment with tracking details against an order in Order Desk.
Action
Change Folder
Moves an order into a different folder in Order Desk.
Action
Change Tag
Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.
Action
Create Inventory Item
Creates a product in the Order Desk store's inventory.
Action
Create New Order
Creates a new order in Order Desk with its line items, addresses and totals.
Action
Delete Inventory Item
Deletes a product from the Order Desk store's inventory.
Action
Delete Order
Deletes an order from Order Desk.
Action
Delete Order Item
Removes a line item from an order in Order Desk.
Action
Get Inventory Item
Returns one product from the Order Desk store's inventory, including its stock level and your own metadata.
Action
Get Order
Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.
Action
List Orders
Returns orders from Order Desk, with optional folder, source, customer and date filters.
Action
Set Order Data
Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.
Action
Set Order Item Data
Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.
Action
Update Inventory Item
Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.
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 Order Desk