Connect Moxie and GoHighLevel

Both apps 75Moxie 42GoHighLevel 33

• Trigger
  Agreement Sent

  Triggers when a proposal is sent either via link or email.

• Trigger
  Agreement Signed

  Triggers when an agreement is accepted and signed with e-signature.

• Trigger
  Agreement Viewed

  Triggers when a user views the proposal.

• Trigger
  Client Created

  Triggers when a new client is created in Moxie.

• Trigger
  Client Deleted

  Triggers when a client record is deleted in Moxie.

• Trigger
  Client Updated

  Triggers when a client record is updated in Moxie.

• Trigger
  Form Completed

  Triggers when a form is completed.

• Trigger
  Invoice Sent

  Triggers when an invoice is sent in Moxie.

• Trigger
  Meeting Cancelled

  Triggers when a meeting is cancelled

• Trigger
  Meeting Scheduled

  Triggers when a new meeting is scheduled

• Trigger
  Meeting Updated

  Triggers when a meeting is updated or rescheduled

• Trigger
  Opportunity Created

  Triggered with a pipeline opportunity is created

• Trigger
  Opportunity Deleted

  Triggered with a pipeline opportunity is deleted

• Trigger
  Opportunity Updated

  Triggered with a pipeline opportunity is updated

• Trigger
  Payment Received

  Triggers when a payment is received either vial Stripe or manual entry.

• Trigger
  Project Completed

  Triggers when a project is set to "complete" in Moxie.

• Trigger
  Project Created

  Triggers when a new project is created in Moxie.

• Trigger
  Project Updated

  Triggers when the settings for a project are updated.

• Trigger
  Task Approval

  Triggers when a new Deliverable is ready for client approval.

• Trigger
  Task Created

  Triggered when a Project Task is created

• Trigger
  Task Deleted

  Triggered when a Project Task is deleted

• Trigger
  Task Updated

  Triggered with a Project Task is updated.

• Trigger
  Ticket Closed

  Triggers and a support ticket is closed

• Trigger
  Ticket Comment

  Triggers when a comment is created on a ticket

• Trigger
  Ticket Created

  Triggers when a new support ticket is created

• Trigger
  Ticket Deleted

  Triggers when a support ticket is deleted

• Trigger
  Ticket Updated

  Triggers when a support ticket is updated

• Trigger
  Time Worked Created

  Triggers when a new time worked entry is created.

• Trigger
  Time Worked Deleted

  Triggers when a time worked record is deleted.

• Trigger
  Time Worked Updated

  Triggers when a time worked entry has been updated.

• Action
  Create Client

  Creates a new client record in Hectic

• Action
  Create Expense

  Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.

• Action
  Create Opportunity

  Create a new pipeline opportunity

• Action
  Create & Optionally Send Invoice

  Creates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft.

• Action
  Create or Update Calendar Event

  Create or update a calendar event in Moxie

• Action
  Create Project

  Create a project and optionally use a template

• Action
  Create Task

  Create a task in the project management system

• Action
  Create Ticket

  Create a Ticket for a client and contact

• Action
  Create Ticket Comment

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

• Action
  Create Time Worked

  Creates a time worked entry

• Action
  Delete Calendar Event

  Deletes a calendar event in Moxie by the external ID.

• Action
  Find a Client

  Finds a client by either name or contact email address.

• Trigger
  New or updated contact

  Triggered when a contact is created or updated in your HighLevel sub-account.

• Action
  Add or Remove Tags on Multiple Contacts

  Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags.

• Action
  Create appointment

  Book a new calendar appointment.

• Action
  Create contact

  Create a new contact in HighLevel.

• Action
  Create note

  Add a note to a contact.

• Action
  Create opportunity

  Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting.

• Action
  Create task

  Create a task on a contact.

• Action
  Delete appointment

  Cancel/delete a calendar event or appointment.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete note

  Delete a note from a contact.

• Action
  Delete task

  Delete a task from a contact.

• Action
  Find contacts

  Search contacts by name, email, phone, or other criteria.

• Action
  Find conversations

  Search conversations by contact or other criteria.

• Action
  Find opportunities

  Search opportunities by pipeline, stage, contact, or other criteria.

• Action
  Get appointment

  Retrieve a single calendar appointment by ID.

• Action
  Get calendar

  Retrieve a single calendar's configuration by ID.

• Action
  Get contact

  Retrieve a single contact by ID.

• Action
  Get conversation

  Retrieve a single conversation by ID.

• Action
  Get note

  Retrieve a single note on a contact.

• Action
  Get opportunity

  Retrieve a single opportunity by ID.

• Action
  List calendar events

  List calendar events within a date range.

• Action
  List calendars

  List all calendars for the location.

• Action
  List notes

  List all notes on a contact.

• Action
  List tasks

  List all tasks on a contact.

• Action
  Remove tags from contact

  Remove one or more tags from a contact.

• Action
  Send a message

  Send an SMS, email, or other conversation message to a contact.

• Action
  Update appointment

  Update an existing calendar appointment.

• Action
  Update contact

  Update an existing contact's fields.

• Action
  Update note

  Update an existing note on a contact.

• Action
  Update opportunity

  Update an existing opportunity's fields.

• Action
  Update task

  Update an existing task on a contact.

• Action
  Upsert contact

  Create a contact or update it if a matching contact already exists.

• Action
  Upsert opportunity

  Create an opportunity or update it if a matching one already exists.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.