Add Activepieces integration for workflow automation

- Add Activepieces fork with SmoothSchedule custom piece
- Create integrations app with Activepieces service layer
- Add embed token endpoint for iframe integration
- Create Automations page with embedded workflow builder
- Add sidebar visibility fix for embed mode
- Add list inactive customers endpoint to Public API
- Include SmoothSchedule triggers: event created/updated/cancelled
- Include SmoothSchedule actions: create/update/cancel events, list resources/services/customers

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

activepieces-fork/packages/pieces/community/moxie-crm/src/lib/actions/create-client.ts

@@ -0,0 +1,117 @@
+import { Property, createAction } from '@activepieces/pieces-framework';
+import { makeClient } from '../common';
+import { moxieCRMAuth } from '../..';
+
+export const moxieCreateClientAction = createAction({
+  auth: moxieCRMAuth,
+  name: 'moxie_create_client',
+  displayName: 'Create a Client',
+  description: 'Create a new client record in moxie CRM.',
+  props: {
+    name: Property.ShortText({
+      displayName: 'Name',
+      required: true,
+    }),
+    clientType: Property.StaticDropdown({
+      displayName: 'Client Type',
+      required: true,
+      defaultValue: 'Client',
+      options: {
+        disabled: false,
+        options: [
+          {
+            label: 'Client',
+            value: 'Client',
+          },
+          {
+            label: 'Prospect',
+            value: 'Prospect',
+          },
+        ],
+      },
+    }),
+    initials: Property.ShortText({
+      displayName: 'Initials',
+      required: false,
+    }),
+    address1: Property.ShortText({
+      displayName: 'Address 1',
+      required: false,
+    }),
+    address2: Property.ShortText({
+      displayName: 'Address 2',
+      required: false,
+    }),
+    city: Property.ShortText({
+      displayName: 'City',
+      required: false,
+    }),
+    locality: Property.ShortText({
+      displayName: 'Locality',
+      required: false,
+    }),
+    postal: Property.ShortText({
+      displayName: 'Postal',
+      required: false,
+    }),
+    country: Property.ShortText({
+      displayName: 'Country',
+      required: false,
+      description: 'ISO 3166-1 alpha-2 country code',
+    }),
+    website: Property.ShortText({
+      displayName: 'Website',
+      required: false,
+    }),
+    phone: Property.ShortText({
+      displayName: 'Phone',
+      required: false,
+    }),
+    color: Property.ShortText({
+      displayName: 'Color',
+      required: false,
+    }),
+    taxId: Property.ShortText({
+      displayName: 'Tax ID',
+      required: false,
+    }),
+    leadSource: Property.ShortText({
+      displayName: 'Lead Source',
+      required: false,
+    }),
+    archive: Property.Checkbox({
+      displayName: 'Archive ?',
+      required: true,
+      defaultValue: false,
+    }),
+    payInstructions: Property.LongText({
+      displayName: 'Pay Instructions',
+      required: false,
+    }),
+    hourlyAmount: Property.Number({
+      displayName: 'Hourly Amount',
+      required: false,
+    }),
+    roundingIncrement: Property.Number({
+      displayName: 'Rounding Increment',
+      required: false,
+    }),
+    currency: Property.ShortText({
+      displayName: 'Currency',
+      required: false,
+      description: 'Valid 3-Letter ISO 4217 currency code.',
+    }),
+    stripeClientId: Property.ShortText({
+      displayName: 'Stripe Client ID',
+      required: false,
+    }),
+    notes: Property.LongText({
+      displayName: 'Notes',
+      required: false,
+    }),
+  },
+  async run({ auth, propsValue }) {
+    const client = await makeClient(auth);
+    return await client.createClient(propsValue);
+  },
+});

activepieces-fork/packages/pieces/community/moxie-crm/src/lib/actions/create-project.ts

@@ -0,0 +1,166 @@
+import {
+  Property,
+  createAction,
+  PiecePropValueSchema,
+} from '@activepieces/pieces-framework';
+import { makeClient, reformatDate } from '../common';
+import { moxieCRMAuth } from '../..';
+
+export const moxieCreateProjectAction = createAction({
+  auth: moxieCRMAuth,
+  name: 'moxie_create_project',
+  description: 'Creates a new project in moxie CRM.',
+  displayName: 'Create a Project',
+  props: {
+    name: Property.ShortText({
+      displayName: 'Project Name',
+      required: true,
+    }),
+    clientName: Property.Dropdown({
+      auth: moxieCRMAuth,
+      displayName: 'Client',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your account first',
+            options: [],
+          };
+        }
+
+        const client = await makeClient(
+          auth
+        );
+        const clients = await client.listClients();
+        return {
+          disabled: false,
+          options: clients.map((client) => {
+            return {
+              label: client.name,
+              value: client.name,
+            };
+          }),
+        };
+      },
+    }),
+    startDate: Property.DateTime({
+      displayName: 'Start Date',
+      description: 'Please enter date in YYYY-MM-DD format.',
+      required: false,
+    }),
+    dueDate: Property.DateTime({
+      displayName: 'Due Date',
+      description: 'Please enter date in YYYY-MM-DD format.',
+      required: false,
+    }),
+    portalAccess: Property.StaticDropdown({
+      displayName: 'Client Portal Access',
+      description: 'One of: None, Overview, Full access, or Read only.',
+      required: true,
+      defaultValue: 'Read Only',
+      options: {
+        options: [
+          {
+            label: 'Not Visible',
+            value: 'None',
+          },
+          {
+            label: 'Overview only',
+            value: 'Overview',
+          },
+          {
+            label: 'Read only project collaboration',
+            value: 'Read only',
+          },
+          {
+            label: 'Full project collaboration',
+            value: 'Full access',
+          },
+        ],
+      },
+    }),
+    showTimeWorkedInPortal: Property.Checkbox({
+      displayName: 'Show time worked in portal ?',
+      required: false,
+      defaultValue: true,
+    }),
+    feeType: Property.StaticDropdown({
+      displayName: 'Fee Type',
+      description: 'One of: Hourly, Fixed Price, Retainer, Per Item.',
+      required: true,
+      options: {
+        options: [
+          {
+            label: 'Hourly',
+            value: 'Hourly',
+          },
+          {
+            label: 'Fixed Price',
+            value: 'Fixed Price',
+          },
+          {
+            label: 'Retainer',
+            value: 'Retainer',
+          },
+          {
+            label: 'Per Item',
+            value: 'Per Item',
+          },
+        ],
+      },
+    }),
+    amount: Property.Number({
+      displayName: 'Amount',
+      required: false,
+      defaultValue: 0,
+    }),
+    estimateMax: Property.Number({
+      displayName: 'Estimate maximum Amount',
+      required: false,
+      defaultValue: 0,
+    }),
+    estimateMin: Property.Number({
+      displayName: 'Estimate minimum Amount',
+      required: false,
+      defaultValue: 0,
+    }),
+    taxable: Property.Checkbox({
+      displayName: 'Is amount taxable ?',
+      required: false,
+      defaultValue: false,
+    }),
+  },
+  async run({ auth, propsValue }) {
+    const {
+      name,
+      clientName,
+      portalAccess,
+      showTimeWorkedInPortal,
+      feeType,
+      amount,
+      estimateMax,
+      estimateMin,
+      taxable,
+    } = propsValue;
+    const dueDate = reformatDate(propsValue.dueDate) as string;
+    const startDate = reformatDate(propsValue.startDate) as string;
+    const client = await makeClient(auth);
+    return await client.createProject({
+      name,
+      clientName,
+      startDate,
+      dueDate,
+      portalAccess,
+      showTimeWorkedInPortal,
+      feeSchedule: {
+        feeType,
+        amount,
+        estimateMax,
+        estimateMin,
+        taxable,
+      },
+    });
+  },
+});

activepieces-fork/packages/pieces/community/moxie-crm/src/lib/actions/create-task.ts

@@ -0,0 +1,165 @@
+import {
+  Property,
+  createAction,
+  PiecePropValueSchema,
+} from '@activepieces/pieces-framework';
+import { makeClient, reformatDate } from '../common';
+import { moxieCRMAuth } from '../..';
+
+export const moxieCreateTaskAction = createAction({
+  auth: moxieCRMAuth,
+  name: 'moxie_create_task',
+  displayName: 'Create a Task',
+  description: 'Create a task in project.',
+  props: {
+    name: Property.ShortText({
+      displayName: 'Name',
+      required: true,
+    }),
+    clientName: Property.Dropdown({
+      auth: moxieCRMAuth,
+      displayName: 'Client Name',
+      description: 'Exact match of a client name in your CRM',
+      required: true,
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your account first',
+            options: [],
+          };
+        }
+
+        const client = await makeClient(
+          auth
+        );
+        const clients = await client.listClients();
+        return {
+          disabled: false,
+          options: clients.map((client) => {
+            return {
+              label: client.name,
+              value: client.name,
+            };
+          }),
+        };
+      },
+    }),
+    projectName: Property.Dropdown({
+      auth: moxieCRMAuth,
+      displayName: 'Project Name',
+      description: 'Exact match of a project that is owned by the client.',
+      required: true,
+      refreshers: ['clientName'],
+      options: async ({ auth, clientName }) => {
+        if (!auth || !clientName) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your account first and select client',
+            options: [],
+          };
+        }
+        const client = await makeClient(
+          auth
+        );
+        const projects = await client.searchProjects(clientName as string);
+        return {
+          disabled: false,
+          options: projects.map((project) => {
+            return {
+              label: project.name,
+              value: project.name,
+            };
+          }),
+        };
+      },
+    }),
+    status: Property.Dropdown({
+      auth: moxieCRMAuth,
+      displayName: 'Status',
+      required: true,
+      defaultValue: 'Not Started',
+      refreshers: [],
+      options: async ({ auth }) => {
+        if (!auth) {
+          return {
+            disabled: true,
+            placeholder: 'Connect your account first',
+            options: [],
+          };
+        }
+        const client = await makeClient(
+            auth
+        );
+        const stages = await client.listProjectTaskStages();
+        return {
+          disabled: false,
+          options: stages.map((stage) => {
+            return {
+              label: stage.label,
+              value: stage.label,
+            };
+          }),
+        };
+      },
+    }),
+    description: Property.LongText({
+      displayName: 'Description',
+      required: false,
+    }),
+    startDate: Property.DateTime({
+      displayName: 'Start Date',
+      required: false,
+      description: 'ISO 8601 format date i.e. 2023-07-20',
+    }),
+    dueDate: Property.DateTime({
+      displayName: 'Due Date',
+      required: false,
+      description: 'ISO 8601 format date i.e. 2023-07-20',
+    }),
+
+    priority: Property.Number({
+      displayName: 'Priority',
+      required: false,
+      description: 'Numeric priority for sorting in kanban.',
+    }),
+    tasks: Property.Array({
+      displayName: 'Subtasks',
+      required: false,
+    }),
+    assignedTo: Property.Array({
+      displayName: 'Assigned To',
+      required: false,
+      description: 'email addresses of users in the workspace.',
+    }),
+    customValues: Property.Object({
+      displayName: 'Custom Values',
+      required: false,
+    }),
+  },
+  async run({ auth, propsValue }) {
+    const { name, clientName, projectName, status, description, priority } =
+      propsValue;
+    const dueDate = reformatDate(propsValue.dueDate) as string;
+    const startDate = reformatDate(propsValue.startDate) as string;
+    const tasks = (propsValue.tasks as string[]) || [];
+    const assignedTo = (propsValue.assignedTo as string[]) || [];
+    const customValues =
+      (propsValue.customValues as Record<string, string>) || {};
+    const client = await makeClient(auth);
+    return await client.createTask({
+      name,
+      clientName,
+      projectName,
+      status,
+      description,
+      dueDate,
+      startDate,
+      priority,
+      tasks,
+      assignedTo,
+      customValues,
+    });
+  },
+});