Connect Moxie to Infinity and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Agreement Sent
Triggers when a proposal is sent either via link or email.
Try It - Agreement Viewed
Triggers when a user views the proposal.
Try It - Client Deleted
Triggers when a client record is deleted in Hectic.
Try It - Deliverable Created
Triggered when a Project Task / Deliverable is created
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- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try It - Client Created
Triggers when a new client is created in Hectic.
Try It - Client Updated
Triggers when a client record is updated in Hectic.
Try It - Deliverable Deleted
Triggered when a Deliverable / Project Task is deleted
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