Jotform Enterprise + Moxo

Start a new Moxo conversation for every new Jotform Enterprise submission

Elevate your customer engagement strategy with Jotform Enterprise and Moxo. This workflow springs into action whenever there's a new submission in Jotform Enterprise, promptly initiating a start flow conversation in Moxo. The smooth process nurtures direct and swift communication, thereby boosting your overall engagement approach. Utilize this one-click automation to speed up responses and increase operational effectiveness.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerScheduled
automatically do this!
Start Flow Workspace
Start flow workspace from a flow template.
ActionWrite

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Supported triggers and actions

What does this mean?

- Team WorkspaceRequired
- FormRequired
Trigger
Scheduled
Try It
- Team WorkspaceRequired
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Id Explain
- Zap Unique ID Label
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow WorkspaceRequired
- Specify the step typeRequired
- 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 IDRequired
Action
Write
- Workspace TitleRequired
- Welcome Message
- Workspace Owner (Account Manager)Required
- Workspace MembersRequired
Action
Write

- Workspace IDRequired
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace IDRequired
- Specify the object typeRequired
- Description
- Callback URL
- 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
- 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
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
- Workspace IDRequired
Action
Search
- Intg Explain
- Reference IDRequired
Action
Search

- Team WorkspaceRequired
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Team WorkspaceRequired
- Select a formRequired
Action
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
- Invite Explain
- Conversation IDRequired
- Member EmailRequired
- Create New Relationship?Required
Action
Write
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Display User ID
- Display User Phone Number
- 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
- Display User Phone Number
- 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 Workspace 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
- Display User Phone Number
- Rm Explain
- Account Managers
Action
Write
- Conv Explain
- Client's EmailRequired
- Account Manager's EmailRequired
Action
Search

About Jotform Enterprise

Jotform Enterprise is a digital workplace productivity tool that provides a powerful ROI across your entire organization.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Moxo

Moxo is a OneStop Client Interaction Hub.

Help

Related categories

Team Collaboration

PRODUCTS

CAPABILITIES

By team

Jotform Enterprise + Moxo

Start a new Moxo conversation for every new Jotform Enterprise submission

New Submission

FormRequired

Assign Prefilled Form

Team WorkspaceRequired

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

Flow Button Clicked

Id Explain

Zap Unique ID Label

Transaction Completed

Trigger Identifier

Add Step in Flow Workspace

Specify the way to locate Flow WorkspaceRequired

Specify the step typeRequired

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

Complete Integration Flow Step

Step Reference IDRequired

Create Group Workspace

Workspace TitleRequired

Welcome Message

Workspace Owner (Account Manager)Required

Workspace MembersRequired

Create To-Do

Workspace IDRequired

Whether to use Content Library Template?

Description

Mark As Important?

Set A Due Date

Assign To

Create TransObject(Approval,Ack,File Req,Form,To-Do,Time Bookng)

Workspace IDRequired

Specify the object typeRequired

Description

Callback URL

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

Create Xero Purchase Order

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

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 Workspace

Flow NameRequired

Welcome Message