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Triggers and actions 40 triggers · 65 actions
Trigger
New AbsenceTriggered when a new absence is requested or recorded in the chosen Timesheet organization.
Trigger
New ProjectTriggered when a new project is created in Timesheet.
Trigger
New RateTriggered when a new pay rate is created in Timesheet.
Trigger
New TagTriggered when a new tag is created in Timesheet.
Trigger
New TaskTriggered when a new tracked time entry is recorded in Timesheet.
Trigger
New TeamTriggered when a new team is created in Timesheet.
Trigger
New TodoTriggered when a new to-do is created in Timesheet.
Action
Approve AbsenceApproves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it.
Action
Create ExpenseCreates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID.
Action
Create NoteCreates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID.
Action
Create OrganizationCreates a new organization (team workspace) in Timesheet. Returns the new organization with its ID.
Action
Create ProjectCreates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID.
Action
Create RateCreates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID.
Action
Create ReminderCreates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time.
Action
Create TagCreates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID.
Action
Create TaskCreates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration.
Action
Create TeamCreates a team inside a Timesheet organization. Returns the new team with its ID.
Action
Create TodoCreates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID.
Action
Delete ExpenseDeletes an expense from Timesheet. Returns confirmation that the expense was removed.
Action
Delete NoteDeletes a note from Timesheet. Returns confirmation that the note was removed.
Action
Delete OrganizationDeletes an organization from Timesheet. Returns confirmation that the organization was removed.
Action
Delete ProjectDeletes a project from Timesheet. Returns confirmation that the project was removed.
Action
Delete RateDeletes a pay rate from Timesheet. Returns confirmation that the rate was removed.
Action
Delete ReminderDeletes a reminder from Timesheet. Returns confirmation that the reminder was removed.
Action
Delete TagDeletes a tag from Timesheet. Returns confirmation that the tag was removed.
Action
Delete TaskDeletes a time entry from Timesheet. Returns confirmation that the entry was removed.
Action
Delete TeamDeletes a team from Timesheet. Returns confirmation that the team was removed.
Action
Delete TodoDeletes a to-do from Timesheet. Returns confirmation that the to-do was removed.
Action
Find AbsenceSearches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches.
Action
Find ExpenseSearches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find NoteSearches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find OrganizationLooks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case.
Action
Find ProjectSearches Timesheet projects by name, team or status, and returns the first match plus the full list of matches.
Action
Find RateSearches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find ReminderLooks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case.
Action
Find TagSearches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find TaskSearches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches.
Action
Find TeamSearches Timesheet teams by name or organization, and returns the first match plus the full list of matches.
Action
Find TodoSearches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches.
Action
Get Current TimerReturns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking.
Action
Get ProjectReturns one Timesheet project by ID, including its client, settings and tracked totals.
Action
Get RateReturns one Timesheet pay rate by ID, including its multiplier and extra amount.
Action
Get TagReturns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time.
Action
Get TaskReturns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags.
Action
Get TeamReturns a single team by its ID, including its name, description, colour, owning organization, and project and member counts.
Action
Pause TimerPauses the running timer, starting a break. Returns the timer with its new paused state.
Action
Resume TimerResumes a paused timer, ending the current break. Returns the timer with its new running state.
Action
Send ReportGenerates a timesheet report for the chosen period and emails it to the given address.
Action
Start TimerStarts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking.
Action
Stop TimerStops the running timer and closes out the time entry it was tracking.
Action
Update ExpenseUpdates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values.
Action
Update NoteUpdates an existing note's text, date or attachment. Fields left blank keep their current values.
Action
Update OrganizationUpdates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values.
Action
Update ProjectUpdates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values.
Action
Update RateUpdates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values.
Action
Update ReminderUpdates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values.
Action
Update TagUpdates an existing tag's name, colour or archived state. Fields left blank keep their current values.
Action
Update TaskUpdates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values.
Action
Update TeamUpdates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values.
Action
Update TodoUpdates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values.
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.