ElectroNeek + Moxie

Actions · 4

• Create a Client

  Create a new client record in moxie CRM.

• Create a Task

  Create a task in project.

• Create a Project

  Creates a new project in moxie CRM.

• Custom API Call

  Make a custom API call to a specific endpoint

Triggers · 22

• Client Created

  Triggered when a new client is created.

• Client Updated

  Triggered when an existing client is updated.

• Client Deleted

  Triggered when an existing client is deleted.

• Project Created

  Triggered when a new project is created.

• Project Updated

  Triggered when an existing project is updated.

• Project Completed

  Triggered when an existing project is completed.

• Task Created

  Triggered when a new task is created.

• Task Updated

  Triggered when an existing task is updated.

• Task Deleted

  Triggered when an existing task is deleted.

• Client Task Approval

  Triggered when a task is moved to client approval.

• Form Submitted

  Triggered when a new form is submitted.

• Time Entry Created

  Triggered when a new time entry is created.

• Time Entry Updated

  Triggered when an existing time entry is updated.

• Time Entry Deleted

  Triggered when an existing time entry is deleted.

• Meeting Scheduled

  Triggered when a new meeting is scheduled.

• Meeting Updated

  Triggered when an existing meeting is updated.

• Meeting Cancelled

  Triggered when a meeting is cancelled.

• Opportunity Created

  Triggered when a new pipeline opportunity is created.

• Opportunity Updated

  Triggered when an existing opportunity is updated.

• Opportunity Deleted

  Triggered when an existing pipeline opportunity is deleted.

• Invoice Sent

  Triggered when an invoice is sent.

• Payment Received

  Triggered when a payment is received.