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Triggers and actions 42 triggers ยท 29 actions
Trigger
New Invoice EventTriggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
Trigger
New Payment EventTriggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
Trigger
New Refund EventTriggers when a refund event occurs (created, success, failure, cancelled, or reversed).
Trigger
New Subscription ActivatedTriggers when a subscription becomes active.
Trigger
New Subscription EventTriggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
Trigger
New Subscription Onetime Addon EventTriggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
Trigger
New Subscription Pending Update EventTriggers when a subscription pending update event occurs (create, success, or cancelled).
Trigger
New User EventTriggers when a user event occurs (created, updated, metric update, or subscription update).
Trigger
New User Plan ChangeTriggers when a user subscription or subscription change occurs.
Action
Add Discount CodeCreate a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).
Action
Add InvoiceCreate a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).
Action
Add PaymentRecord/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).
Action
Add PlanCreate a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).
Action
Add ProductCreate a new product. Endpoint: POST /merchant/product/new (Create Product).
Action
Add SubscriptionCreate a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).
Action
Add UserCreate a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).
Action
Cancel SubscriptionCancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).
Action
Get InvoiceFetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).
Action
Get PaymentFetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).
Action
Get PlanFetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).
Action
Get SubscriptionFetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).
Action
Get UserFetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).
Action
List Discount CodesList discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).
Action
List ProductsList products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).
Action
List UsersList/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).
Action
Update UserUpdate an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).
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.