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).

Retrieve project customers with optional search, tag, sort, facet filters, and calendar bounds on a chosen datetime column.

Archive a customer and cancel any unsent outreach messages.

Schedule review request outreach through configured email or SMS channels.

Create a customer record with contact, location, and tag details.

Render a share-card PNG using optional template styling and aspect ratio, persist the image, and return CDN-backed metadata.

Create a project tag for customer or review organization.

Delete a customer from the authenticated project.

Delete a scheduled or sent outreach message for the authenticated project.

Remove a share template and promote another default when the deleted row was default.

Soft-delete a workspace tag shared across customers and reviews.

Retrieve a single project location for display slug or reconciliation use.

Retrieve project customers with optional search, tag, sort, facet filters, and calendar bounds on a chosen datetime column.

Retrieve message history for one customer in the project.

Retrieve every active location on the project for slug references or reconciliation with upstream systems.

Retrieve project reviews with facet, source, location, score, and tag filters, optional sorting by rating or timestamps, and calendar bounds on a chosen review datetime column.

Retrieve review source metadata available for project reviews.

Set or clear replied_at when a reply was handled outside the platform without changing stored reply text.

Restore an archived customer so asks and integrations treat them as active again.

Replace the internal notes stored on a customer.

Update public display and address details for a project location.

Publish or replace the business owner's reply on the review's connected platform (such as Google Business Profile or Facebook) using the project's active integration credentials; accepts manual reply text only and does not invoke AI drafting.

Show or hide a review in public displays.

Rename, recolor, or adjust slug and AI tagging settings for an existing workspace tag.

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.

Retrieve project reviews with facet, source, location, score, and tag filters, optional sorting by rating or timestamps, and calendar bounds on a chosen review datetime column.

Clear scheduled outreach for this customer without archiving or changing subscription state.

Record a customer revenue event from an external billing system.

Create a physical or business location for the project.

Create a review source with a display name. The slug is generated from the name. Optional color and sprite class apply when no custom icon image is configured for this source.

Permanently remove a mistaken charge row scoped to this project’s customers.

Remove a project location owned by the authenticated project.

Remove a review that should no longer be reconciled.

Soft-delete a review source when it is no longer used for ingestion or display.

Retrieve one customer belonging to the authenticated project with nested location and tags where present.

Paginated revenue charge rows for the authenticated project with optional calendar bounds on charged-at times.

Paginated revenue-charge history for one customer after ingest from billing systems.

Retrieve review history for one customer in the project.

Retrieve recent project outreach messages for reporting or auditing with optional calendar bounds on a chosen message datetime column.

Return every saved share template including default flag and layout settings.

Retrieve project tags used to organize customers and reviews.

Clear message opt-out state so outreach can resume for this customer again.

Unsubscribe a customer from future outreach and cancel unsent messages.

Replace the tag assignments for a customer using the provided slug list.

Mark whether a review is a duplicate record.

Replace the tag assignments for a review using the provided slug list.

Update display name, slug, color, or sprite class for an existing review source. Sending a sprite while a custom icon image is set returns an error.