HubSpot + Moxo

HubSpot + Moxo integrations

Update HubSpot deals when new Moxo flow updates occur

Stay on top of your customer engagements with ease. With this workflow, whenever there are updates in Moxo, corresponding deals inside the HubSpot app will be updated in real-time. This automation facilitates seamless information flow between the two platforms, keeping your business processes streamlined and efficient. Boost your customer relationship management efforts by ensuring your HubSpot deals always mirror the latest data on Moxo.

When this happens...
Flow UpdatesTriggers when a flow or any of its steps is started, completed, or due_date_arrive.
TriggerInstant
automatically do this!
Update DealUpdate a Deal in HubSpot.
ActionWrite

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More things you can do with Moxo and HubSpot

Discover other triggers and actions you can use with Moxo and HubSpot

- Id_explain
- Zap Unique ID Label
- Flow Template Folder
- Moxo Flow Template
  Required
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow Workspace
  Required
- Binder Reference/Flow Workspace ID
  Required
- Specify the step type
  Required
- Moxo Content-Library Folder
- Moxo Content-Library
  Required
- 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
Action
Write
- Invite_explain
- Workspace ID
  Required
- Member Email
  Required
- Create New Relationship?
  Required
Action
Write
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write

- Workspace ID
  Required
- Note Name
  Required
- Note Content
  Required
- Editable by
  Required
Action
Write
- Title
  Required
- Sub-Title
  Required
- Content
  Required
- Assigned Client
  Required
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
Action
Write

- Client Email (Identifier)
  Required
- Client First Name
  Required
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Workspace ID
  Required
- 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
Action
Write
- Purchase Order ID
  Required
Action
Write
- Invite_explain
- Meeting ID
  Required
- Participant Email
- Participant Unique ID
Action
Write
- Workspace ID
  Required
- Folder Name
- File
  Required
Action
Write
- Destination Workspace ID
  Required
- E-Sign Title
- E-Sign Description
- Due in Days
Action
Write
- Flow Name
  Required
- Welcome Message
- Description
- Reference ID
- Member Email
Action
Write
- Workspace ID
  Required
Action
Search
- Intg_explain
- Reference ID
  Required
Action
Search
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

- Id_explain
- Zap Unique ID Label
- 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
- Specify the way to locate Flow Workspace
  Required
- 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
Action
Write
- Step Reference ID
  Required
Action
Write
- Workspace Title
  Required
- Welcome Message
- Workspace Owner (Account Manager)
  Required
- Workspace Members
  Required
Action
Write
- Workspace ID
  Required
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace ID
  Required
- 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 Email
  Required
- 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 Client
  Required
- Purchase Order ID
  Required
- Purchase Order Number
  Required
- Purchase Order Title in Moxo
  Required
- Purchase Order Sub-Title in Moxo
  Required
- Approval Button - Label
- Decline Button - Label
- Address
- Period
- UTR
Action
Write
- Client Email (Identifier)
  Required
Action
Write
- File (Download) URL
  Required
Action
Write
- Topic
  Required
- Agenda
- Start Time
  Required
- End Time
- Time Zone
  Required
- Meeting Host User Entity Type
- Meeting Participants (Email)
- Meeting Participants (Unique ID)
- Meeting Binder
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace ID
  Required
- Message
  Required
Action
Write
- Flow Template Folder
  Required
- Moxo Flow Template
  Required
- Role_user_explain
- Flow Name
  Required
- Workspace Owner
- Welcome Message
- Description
- Reference ID
Action
Write
- Client Email (Identifier)
  Required
- Client First Name
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
Action
Write
- Conv_explain
- Client's Email
  Required
- Account Manager's Email
  Required
Action
Search
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
Try It
- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

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Moxo is a OneStop Client Interaction Hub.

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HubSpot + Moxo

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Update HubSpot deals when new Moxo flow updates occur

More things you can do with Moxo and HubSpot

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