When I used Honeybook, I was able to trigger the creation of a client workbooks that I create with ContentSnare when a client paid their retainer. I'm hoping to do this with Moxie as well, but the current triggers are all-or-nothing options. I'd like the trigger to be based on the signing of a contract, paying a retainer or booking a specific type of meeting, but all the current triggers are too general.

For example, If I pick "Payment Received" as my trigger, it would create a new workbook every time any client paid any invoice. I'd need the ability to indicate which specific invoice, or the specific meeting type, etc. to get this to work.

Possible options could be: