Autotask + Moxo
Autotask + Moxo
Autotask + Moxo integrations
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.
- When this happens...
New ProjectTriggers when a new Project is found.TriggerPolling - automatically do this!
Create Group WorkspaceCreates a group workspace and add users to it.ActionWrite
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More things you can do with Autotask and Moxo
Discover other triggers and actions you can use with Autotask and Moxo
New InvoiceTriggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company
- Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Service Call
Triggers when an existing service call is updated (not when created).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Create 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.- ProjectRequired
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.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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 app- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- QuoteName
- QuoteID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Country IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Resource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id_explain
- Zap Unique ID Label
- Flow Template Folder
- Moxo Flow TemplateRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specify the way to locate Flow WorkspaceRequired
- Binder Reference/Flow Workspace IDRequired
- Specify the step typeRequired
- Moxo Content-Library Folder
- Moxo Content-LibraryRequired
- Step Title
- Step Reference ID
- Is it to add step to the end of flow?
- Step Order Number in the Flow if not to the end of flow
- Step Description
- Due in Days
- Skipped Weekends for Due in Days
- 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.- Invite_explain
- Workspace 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
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace 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
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Specify the object type
- Moxo Content-Library Folder
- Moxo Content-Library
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for Due in Days
- 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.- Purchase Order IDRequired
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.- Workspace IDRequired
- Folder Name
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Destination Workspace 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.- Flow NameRequired
- Welcome Message
- Description
- Reference ID
- Member Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Intg_explain
- Reference IDRequired
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 ZapPollingZapier checks for new data every 15 min on the Free plan- New 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 ZapPollingZapier checks for new data every 15 min on the Free plan - New Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - 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.- QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Time Entry
Creates a Time Entry.
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 app- Company Name
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Title
- Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ticket 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 app- Currency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company 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 found- Id_explain
- Zap Unique ID Label
- Reference ID
- Pre-configured Payload Info
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Xero Purchase Order CompletedTrigger when a Xero Purchase Order is approved or declined in Moxo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specify the way to locate Flow WorkspaceRequired
- Specify the step type
- Step Reference ID
- Is it to add step to the end of flow?
- Step Description
- Due in Days
- 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.- Workspace TitleRequired
- Welcome Message
- Workspace Owner (Account Manager)Required
- Workspace MembersRequired
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
- 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
- Specify the object type
- Transobject Title
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for 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.- Assigned ClientRequired
- Purchase Order IDRequired
- Purchase Order NumberRequired
- Purchase Order Title in MoxoRequired
- Purchase Order Sub-Title in MoxoRequired
- 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.- Client Email (Identifier)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File (Download) URLRequired
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.- Workspace IDRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Flow Template FolderRequired
- Moxo Flow TemplateRequired
- Role_user_explain
- Flow NameRequired
- Workspace Owner
- Welcome Message
- Description
- Reference ID
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
- Display User Phone Number
- Rm_explain
- Account Managers
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
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