Autotask + Moxo
Create group conversations in Moxo for new projects in Autotask
Effortlessly streamline your project management and communication with this Autotask to Moxo workflow. When a new project is created in Autotask, a group conversation will be instantly set up in Moxo. This automation helps teams stay organized and informed, making it easier than ever to collaborate on different projects without missing any critical updates or discussions.
Effortlessly streamline your project management and communication with this Autotask to Moxo workflow. When a new project is created in Autotask, a group conversation will be instantly set up in Moxo. This automation helps teams stay organized and informed, making it easier than ever to collaborate on different projects without missing any critical updates or discussions.
- When this happens...
New ProjectTriggers when a new Project is found.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Group ConversationCreates a group conversation and add users to it.
ActionWriteCreate a new record or update an existing record in your app.
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New Invoice
Triggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract ID
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
First Name
Last Name
Email Address
Company
Country
Fax Number
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCountry IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Flow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specify the way to locate Flow WorkspaceRequired
Whether to use Content Library Template?
Step Reference ID
Is it to add step to the end of flow?
Step Description
Due in Days
Assignee EmailRequired
Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Step Reference IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation TitleRequired
Welcome Message
Conversation Owner (Account Manager)Required
Conversation MembersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Whether to use Content Library Template?
Description
Mark As Important?
Set A Due Date
Assign To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Whether to use Content Library Template?
Description
Callback URL
Due in Days
Assignee EmailRequired
Reminder in Days for To-Do
Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned ClientRequired
Purchase Order IDRequired
Purchase Order NumberRequired
Purchase Order Title in MoxtraRequired
Purchase Order Sub-Title in MoxtraRequired
Approval Button - Label
Decline Button - Label
Address
Period
UTR
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TopicRequired
Agenda
Start TimeRequired
End Time
Time ZoneRequired
Meeting Host User Entity Type
Meeting Participants (Email)
Meeting Participants (Unique ID)
Meeting Binder
Max Minutes Attendee Can Join Before Host
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Flow NameRequired
Welcome Message
Reference ID
Member Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conv Explain
Client's EmailRequired
Account Manager's EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Company
Assigned To Resource ID
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Submitter IDRequired
Organizational Level Association ID
reimbursement Currency Cash Advance Amount
Reimbursement Currency ID
The week ending date (YYYY-MM-DD)Required
Status
Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Title
Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket ID
Ticket Number
Title
Ticket Type
Created By
Assigned To
Completed By
Company
ActionThis is an event a Zap performs.SearchFind existing data in your appCurrency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReference ID
Pre-configured Payload Info
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Xero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invite Explain
Conversation IDRequired
Member EmailRequired
Create New Relationship?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client First NameRequired
Client Last NameRequired
Client EmailRequired
Display User ID
Rm Explain
Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Note NameRequired
Note ContentRequired
Editable byRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Sub-TitleRequired
ContentRequired
Assigned ClientRequired
Approval Button Label
Decline Button Label
Trigger Identifier for Transaction Completed Event
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Email (Identifier)Required
Client First NameRequired
Client Last Name
Display User ID
Rm Explain
Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Email (Identifier)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invite Explain
Meeting IDRequired
Participant Email
Participant Unique ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Folder
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Destination Conversation IDRequired
E-Sign Title
E-Sign Description
Due in Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Email (Identifier)Required
Client First Name
Client Last Name
Display User ID
Rm Explain
Account Managers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Intg Explain
Reference IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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