Keap + Moxo
Create group conversations in Moxo for updated Keap contacts
Stay updated with contact changes in Keap and enhance your team communication with this efficient workflow. When a contact is updated in Keap, it initiates a group conversation in Moxo, ensuring everyone stays informed about the latest contact information. Save time and experience seamless team communication with this effortless integration.
Stay updated with contact changes in Keap and enhance your team communication with this efficient workflow. When a contact is updated in Keap, it initiates a group conversation in Moxo, ensuring everyone stays informed about the latest contact information. Save time and experience seamless team communication with this effortless integration.
- When this happens...
Updated ContactTriggers when an existing contact is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Group WorkspaceCreates a group workspace and add users to it.
ActionWriteCreate a new record or update an existing record in your app.
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New Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAppointment Trigger Requirement
Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product NameRequired
Active
Product Description
Product Price
Product Short Description
SKU
Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Lead Affiliate Id
Order DateRequired
Product IdRequired
Product QuantityRequired
Price Override
Order TitleRequired
Order TypeRequired
Promo Codes
Sales Affiliate Id
Company
Country Code (e.g., USA)
First Name
Is Invoice to Company
Last Name
Address Line 1
Address Line 2
Locality
Middle Name
Phone
Region (e.g., US-CA)
Zip Code
Zip Four
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Due DateRequired
TitleRequired
User Id
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundId 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 appIntg Explain
Reference IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity events this trigger will listen to:Required
RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag events this trigger will listen to:Required
Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Tag Sync Interval
Tag
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a new refund is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOpportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
BodyRequired
Title
Type
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Product
Product QuanityRequired
Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ContactsRequired
SubjectRequired
HTML Content
Plain Text Content
Email Address Field
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Email Address
Website
Notes
Opt-In
Address Country Code
Address Street (Line 1)
Address Street (Line 2)
Address City
Address State
Address Zip Code
Address Zip Four
Phone Number
Phone Extension
Phone Type
Phone Number
Phone Extension
Phone Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundId 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 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.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
