Connect Moxie and Sprig

Both apps 61Moxie 42Sprig 19

• 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 Study

  Triggers when a new study (survey) is created in Sprig.

• Trigger
  New Survey Response

  Triggers when a new answer to a Sprig survey question is submitted.

• Action
  Create Invitations

  Creates a batch of single-use invitation links for a Sprig survey.

• Action
  Create Survey

  Creates a draft shareable Sprig survey. Questions are added separately.

• Action
  Delete Draft Study

  Deletes a draft Sprig study. Only draft studies can be deleted.

• Action
  Delete Question

  Deletes a question from a Sprig study. Needs the study's current version.

• Action
  Get Question

  Returns one question of a Sprig study, with its options.

• Action
  Get Study

  Returns one Sprig study by its ID, including its current version.

• Action
  Get User

  Returns a Sprig user by user ID, with attributes and tracked events.

• Action
  List Attributes

  Returns the user attributes defined in the Sprig environment.

• Action
  List Events

  Returns the tracked events defined in the Sprig environment.

• Action
  List Invitations

  Returns invitation links of a Sprig survey, filtered by status.

• Action
  List Questions

  Returns the questions of a Sprig study.

• Action
  List Studies

  Returns a page of Sprig studies (surveys), optionally filtered by status or type.

• Action
  List Survey Responses

  Returns exported Sprig survey responses, optionally for one survey.

• Action
  Purge Visitors

  Requests deletion of Sprig users and all their data, by email or user ID (up to 100).

• Action
  Update Study Name

  Renames a Sprig study. Needs the study's current version from Get Study.

• Action
  Upsert User

  Creates or updates a Sprig user by user ID, setting email and attributes.

• Action
  Validate Study

  Checks a Sprig study and returns any issues that would block it from launching.

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