LeadConnector + Moxo

"create new LeadConnector leads when buttons are clicked in Moxo"

Increase productivity within your sales team by streamlining lead management. This workflow ensures every time you click a button in Moxo, a new lead will be efficiently added to your workflow in LeadConnector. It minimizes manual entry and ultimately boosts the productivity of your sales efforts.

When this happens...
Flow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do/Form/Time Booking flow step.
TriggerInstant
automatically do this!
Add Lead to Workflow
Adds a lead to an existing workflow.
ActionWrite

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Supported triggers and actions

- Id Explain
- Zap Unique ID Label
- Flow Template Folder
- Moxo Flow TemplateRequired
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- 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
Action
Write
- Invite Explain
- Workspace 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

- Workspace 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
- 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
Action
Write
- Purchase Order IDRequired
Action
Write
- Invite Explain
- Meeting IDRequired
- Participant Email
- Participant Unique ID
Action
Write
- Workspace IDRequired
- Folder Name
- FileRequired
Action
Write
- Destination Workspace IDRequired
- E-Sign Title
- E-Sign Description
- Due in Days
Action
Write
- Flow NameRequired
- Welcome Message
- Description
- Reference ID
- Member Email
Action
Write
- Workspace IDRequired
Action
Search
- Intg Explain
- Reference IDRequired
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
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
- 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
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 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
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
- Client Email (Identifier)Required
Action
Write
- File (Download) URLRequired
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
- Workspace IDRequired
- MessageRequired
Action
Write
- Flow Template FolderRequired
- Moxo Flow TemplateRequired
- Role User Explain
- Flow NameRequired
- 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 EmailRequired
- Account Manager's EmailRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

Related Zap Templates

Update leads in LeadConnector campaigns when flow updates occur in Moxo

Related Zap Templates

Update leads in LeadConnector campaigns when flow updates occur in Moxo

LeadConnector + Moxo

"create new LeadConnector leads when buttons are clicked in Moxo"

Flow Button Clicked

Transaction Completed

Add a Step in Flow Workspace

Add User to Workspace

Create Client

Create Note

Create Transaction

Create or Update Client

Create TransObject(Aprv,Ack,File Req,Form,PDF Fom,To-Do,Time Bk)

Delete Xero Purchase Order

Invite People to Meeting

Send File

Start E-Sign

Start Flow Workspace - Deprecated

Find Members by Workspace ID

Find Binder by Reference ID

Add/Update Contact

Add Lead to Workflow

Add Task

Flow Updates

Xero Purchase Order Completed

Add Step in Flow Workspace - Deprecated

Complete Integration Flow Step

Create Group Workspace

Create To-Do

Create TransObject - Deprecated

Create Xero Purchase Order

Deactivate Client

Download File

Schedule Meeting

Send Message

Start Flow Workspace

Update Client

Find Direct Workspace

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Moxo

Related categories

Related Zap Templates

Related Zap Templates