Connect Moxie and Pipedrive to unlock the power of automation

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).

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds an existing label to an existing person.

Creates a new activity.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization.

Creates a new product.

Creates a new task.

Updates an existing deal.

Updates an existing organization.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a deal by any field.

Finds multiple Deals associated with a Person (with line item support).

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds a person.

Searches for tasks by title, description, or other criteria.

Finds an activity by subject, or creates one if none is found.

Finds multiple deals by title, notes or custom fields.

Finds an organization by name, or creates one if none is found.

Finds a product by name, or creates one if none are found.

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.

Triggers when an activity newly matches a Pipedrive filter for the first time.

Triggers when a deal newly matches a Pipedrive filter for the first time.

Triggers when an organization newly matches a Pipedrive filter for the first time.

Triggers when an existing deal is updated.

Triggers when an existing person is updated.

Adds a product to a deal.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person.

Creates a new project.

Updates an existing activity.

Updates an existing lead.

Updates an existing person.

Updates an existing task.

Finds an activity by subject.

Finds multiple deals related to a specific person (with line item support).

Finds a lead by title or field value.

Find notes by deal, lead, person, user, or organization, up to 500 notes.

Finds an organization.

Finds a product by name.

Finds a project or projects by title or other fields.

Find a user by name, email, or ID.

Finds a deal by name, or creates one if none is found.

Finds a lead by name, or creates one if none is found.

Finds a person by name, or creates one if none is found.

Finds a project by name, or creates one if none are found.