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Choose a trigger
A trigger is the event that starts your Zap—like a "New Board" from Kitchen.co.
Add your action
An action happens after the trigger—such as "Apply Payment" in Moxie.
You’re connected!
Zapier seamlessly connects Kitchen.co and Moxie, automating your workflow.
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.
- New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Board Updated
Triggers when a board is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Deleted
Triggers when a client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Conversation
Triggers when a new conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Doc
Triggers when a new doc is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Doc Updated
Triggers when a doc is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Embed Deleted
Triggers when an embed is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Updated
Triggers when a folder is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Deleted
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Milestone Deleted
Triggers when a milestone is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - BoardRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Custom_fieldRequired
- Custom_field_optionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- Custom_fieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- TitleRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ListRequired
- Milestone
- Assignee
- Parent Card
- TitleRequired
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
- Due Reminder Date (e.g., 2024-03-31)
- Remaining_minutes_estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- ContentRequired
- FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- TitleRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Client
- Currency
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Grand_totalRequired
- Issue Date (e.g., 2024-03-31)
- NumberRequired
- Payment_gateways
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Footer_notes
- Issue Date (e.g., 2024-03-31)
- Title
- Description
- Amount
- Quantity
- Language
- Number
- Payment_gateways
- Shipping_amount
- Title
- Amount
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- VisibilityRequired
- TitleRequired
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Charge_automatically
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Footer_notes
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Recurring Start Date (e.g., 2024-03-31)
- Recurring End Date (e.g., 2024-04-30)
- Recurring_frequency
- Recurring_period_unit
- Recurring_send_email_cc_addresses
- Recurring_send_email_message
- Recurring_send_to_conversation
- Shipping_amount
- Target_folder
- Title
- Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- CompletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Custom_fieldRequired
- NameRequired
- Show_icon
- Visible_to_clients
- Color (in HEX, ex.: #FF00FF)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- Custom_fieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- CommentRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ListRequired
- Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Milestone
- VisibilityRequired
- TitleRequired
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- NoteRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- Search_byRequired
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- CardRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- CardRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ConversationRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DocRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmbedRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FolderRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- InvoiceRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ConversationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- MilestoneRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Agreement Viewed
Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Deleted
Triggers when a client record is deleted in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Created
Triggered when a Project Task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Triggered with a Project Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Cancelled
Triggers when a meeting is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Updated
Triggers when a meeting is updated or rescheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a new project is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Comment
Triggers when a comment is created on a ticket
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Deleted
Triggers when a support ticket is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Created
Triggers when a new time worked entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Updated
Triggers when a time worked entry has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client NameRequired
- Project NameRequired
- Deliverable NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Board Deleted
Triggers when a board is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation Deleted
Triggers when a conversation is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation Updated
Triggers when a conversation is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Doc Deleted
Triggers when a doc is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Embed
Triggers when a new embed is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Embed Updated
Triggers when an embed is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Deleted
Triggers when a folder is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Paid
Triggers when an invoice gets paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Milestone
Triggers when a new milestone is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Milestone Updated
Triggers when a milestone is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - BoardRequired
- Custom_fieldRequired
- ValueRequired
- Color (in HEX, ex.: #FF00FF)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- NameRequired
- TypeRequired
- Show_icon
- Visible_to_clients
- Color (in HEX, ex.: #FF00FF)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- NameRequired
- Job Title
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Folder
- Content
- Format
- Client_email
- Client_name
- Client_notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- TitleRequired
- URLRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- Template
- NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Title
- Color (in HEX, ex.: #FF00FF)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- ContentRequired
- FormatRequired
- Send_at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- ContentRequired
- FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Title
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Custom_fieldRequired
- Custom_field_optionRequired
- ValueRequired
- Color (in HEX, ex.: #FF00FF)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- List
- Milestone
- Assignee
- TitleRequired
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
- Remaining_minutes_estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Color (in HEX)
- Email
- Language (ISO code)
- Name
- Job Title
- Timezone
- Username
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- Title
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
- Title
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
- Title
- URL
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- Name
- Description
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Footer_notes
- Issue Date (e.g., 2024-03-31)
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Shipping_amount
- Title
- Amount
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- LabelRequired
- Title
- Color (in HEX)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- MessageRequired
- Content
- Send_at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recurring_invoiceRequired
- Charge_automatically
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Footer_notes
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Recurring_name
- Recurring_start_date
- Recurring_end_date
- Recurring_frequency
- Recurring_period_unit
- Recurring_send_email_cc_addresses
- Recurring_send_email_message
- Recurring_send_to_conversation
- Shipping_amount
- Target_folder
- Title
- Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- CardRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ConversationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Created
Triggers when a new client is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a client record is updated in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Deleted
Triggered when a Project Task is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Approval
Triggers when a new Deliverable is ready for client approval.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Sent
Triggers when an invoice is sent in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Scheduled
Triggers when a new meeting is scheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Created
Triggered with a pipeline opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggered with a pipeline opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Completed
Triggers when a project is set to "complete" in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when the settings for a project are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Closed
Triggers and a support ticket is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Created
Triggers when a new support ticket is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Updated
Triggers when a support ticket is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time Worked Deleted
Triggers when a time worked record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client NameRequired
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Client NameRequired
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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