Integration
Connect Productboard to Moxie
When something happens in Productboard, 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.
Build it
What do you want Productboard 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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Triggers and actions 37 triggers · 24 actions
Trigger
New FeatureTriggered when a new feature is created in Productboard.
Trigger
New NoteTriggered when a new note (a piece of customer feedback) is created in Productboard.
Trigger
Updated FeatureTriggered when a feature is created or changed in Productboard.
Trigger
Updated NoteTriggered when a note (a piece of customer feedback) is created or changed in Productboard.
Action
Create CompanyCreates a company record in Productboard so customer feedback and insights can be attributed to it. Returns the new company's ID and a link to open it in Productboard.
Action
Create FeatureCreates a feature in Productboard under a product or component you choose. Optionally sets the description, owner and status. Returns the new feature's ID and a link to open it in Productboard.
Action
Create NoteCreates a note (a piece of customer feedback) in Productboard. Optionally attributes it to a company or customer, links it to a feature, and applies existing tags. Returns the new note's ID and a link to open it in Productboard.
Action
Find NoteLooks up a single note (customer feedback) in Productboard. Narrows the list by owner, created date and processed/archived state, then matches the text you give against the note's title and body. Returns the first match, or found=false.
Action
Get CompanyReturns one company from Productboard by its ID, including its name, domain, description, owner and any custom fields set up in your workspace.
Action
Get Feature by IDReturns one feature from Productboard by its ID, including its name, description, owner, status and any custom fields set up in your workspace.
Action
List ComponentsReturns the components in your Productboard workspace — the folders that features live under. Use a component's ID as the parent when creating a feature.
Action
List MembersReturns the people who have access to your Productboard workspace, with their email address and role. Optionally search by name or email and filter by role.
Action
List Note RelationshipsReturns everything a Productboard note is linked to — the customer or company it came from and the features it has been connected to.
Action
List ProductsReturns the products in your Productboard workspace — the top level of the product hierarchy. Use a product's ID as the parent when creating a feature or component.
Action
List ReleasesReturns the releases in your Productboard workspace — the buckets features are grouped into for delivery — with their status and dates.
Action
Update NoteChanges an existing note in Productboard. Only the values you fill in are sent, so anything left empty 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.