Formstack + Moxo

Create and send Moxo messages for new Formstack submissions

Easily stay informed and respond promptly to new Formstack submissions with this seamless workflow. Once set up, every time a new submission is received in Formstack, a message will be sent through Moxo, keeping you in the loop and helping you manage incoming information more efficiently. Streamline your communication and enhance engagement with this automation.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Send Message
Sends a message to a conversation.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
Flow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- 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
Action
Write

- Step Reference IDRequired
Action
Write
- Conversation TitleRequired
- Welcome Message
- Conversation Owner (Account Manager)Required
- Conversation MembersRequired
Action
Write

- Conversation IDRequired
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- 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
Action
Write
- 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
Action
Write
- Purchase Order IDRequired
Action
Write
- 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
Action
Write
- Conversation IDRequired
- MessageRequired
Action
Write
- Flow NameRequired
- Welcome Message
- Reference ID
- Member Email
Action
Write
- Conv Explain
- Client's EmailRequired
- Account Manager's EmailRequired
Action
Search

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Reference ID
- Pre-configured Payload Info
Trigger
Instant
Try It
Xero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Trigger
Instant
Try It
- Invite Explain
- Conversation IDRequired
- Member EmailRequired
- Create New Relationship?Required
Action
Write
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Display User ID
- Rm Explain
- Account ManagersRequired
Action
Write
- Conversation IDRequired
- Note NameRequired
- Note ContentRequired
- Editable byRequired
Action
Write
- TitleRequired
- Sub-TitleRequired
- ContentRequired
- Assigned ClientRequired
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
Action
Write
- Client Email (Identifier)Required
- Client First NameRequired
- Client Last Name
- Display User ID
- Rm Explain
- Account ManagersRequired
Action
Write
- Client Email (Identifier)Required
Action
Write
- Invite Explain
- Meeting IDRequired
- Participant Email
- Participant Unique ID
Action
Write
- Conversation IDRequired
- Folder
- FileRequired
Action
Write
- Destination Conversation IDRequired
- E-Sign Title
- E-Sign Description
- Due in Days
Action
Write
- Client Email (Identifier)Required
- Client First Name
- Client Last Name
- Display User ID
- Rm Explain
- Account Managers
Action
Write
- Intg Explain
- Reference IDRequired
Action
Search

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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About Moxo

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PRODUCTS

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By team

Formstack + Moxo

Create and send Moxo messages for new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

Flow Button Clicked

Transaction Completed

Trigger Identifier

Add Step in Flow Workspace

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

Complete Integration Flow Step

Step Reference IDRequired

Create Group Conversation

Conversation TitleRequired

Welcome Message

Conversation Owner (Account Manager)Required

Conversation MembersRequired

Create To-Do

Conversation IDRequired

Whether to use Content Library Template?

Description

Mark As Important?

Set A Due Date

Assign To

Create TransObject(Approval,Acknowledge,File Request,Form,To-Do)

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

Create Xero Purchase Order

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

Delete Xero Purchase Order

Purchase Order IDRequired

Schedule Meeting

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

Send Message

Conversation IDRequired

MessageRequired

Start Flow Conversation

Flow NameRequired

Welcome Message

Reference ID

Member Email

Find Direct Workspace