Triggers when a form is completed.

Approve a task and move it from the Client Approval status to the next status in the Kanban

Create an invoice for a client and optionally send it via Hectic Mail.

Create or update a calendar event in Moxie

Create a task in the project management system

Adds a comment (public or private) to an existing ticket.

Deletes a calendar event in Moxie by the external ID.

Creates a new form submission and adds the record to the inquiry section of SalesPipeline (pro only).

Adds an invoice item to an existing invoice.

Raises an expense in Hnry using the attached file as the receipt.

Finds a client by name.

Finds or creates a specific search client.

Apply payment to open invoice

Creates a new client record in Hectic

Create a new pipeline opportunity

Create a project and optionally use a template

Create a Ticket for a client and contact

Creates a time worked entry

Creates a new expense record in the Hectic accounting system.

Finds a client by either name or contact email address.

Creates a new client.

Creates a new invoice.

Finds an invoice by client or PO number/reference.

Finds or creates a specific search invoice.