Create integrations between Plutio and Moxie to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ProjectRequired
- Task BoardRequired
- Task GroupRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- ProjectRequired
- Task BoardRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Entity TypeRequired
- EntityRequired
- Block TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlockRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlockRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlockRequired
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- BlockRequired
- Task Title
- Task Description Text
- Task Description HTML
- Status
- Due Date
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Primary EmailRequired
- Person Primary Phone
- Person First NameRequired
- Person Last NameRequired
- Person RoleRequired
- Status
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 Hectic.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a client record is updated in Hectic.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deliverable 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 Hectic.
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 Hectic.
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.- Invoice Name
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Person Primary 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.- Invoice Name
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Person Primary EmailRequired
- Person Primary Phone
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Lead source
- Website
- Note
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 NameRequired
- Deliverable NameRequired
- Note
- Create Client
- Create Project
- Create Deliverable
- User EmailRequired
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
- Person Primary EmailRequired
- Person Primary Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new Invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Entity TypeRequired
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
- Invoice Name
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlockRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlockRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- BlockRequired
- Task PositionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlockRequired
- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary Phone
- Person RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
- EntityRequired
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 Hectic.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deliverable Created
Triggered when a Project Task / Deliverable is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deliverable Updated
Triggered with a Deliverable (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 Hectic.
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 Name
- 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
- Note
- Send to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Name
- Client Name
- Template Name
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.- Payment dateRequired
- AmountRequired
- Currency
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Note
- Vendor Name
- Client
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