Marketo + Moxo

Create group conversations in Moxo for new Marketo leads

Stay on top of new leads with this efficient workflow that connects Marketo and Moxo. Whenever a new lead is added in Marketo, a group conversation will be created in Moxo, allowing your team to quickly discuss and take action. This automation ensures prompt communication, helping your team stay organized and increase the likelihood of lead conversions.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Group Conversation
Creates a group conversation and add users to it.
ActionWrite

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Supported triggers and actions

What does this mean?

- Form
Trigger
Scheduled
Try It
New Program
Triggers when a new program is created.
Trigger
Scheduled
Try It
- ListRequired
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or 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

- List
- Additional Fields
Trigger
Scheduled
Try It
- List
- Additional Fields
Trigger
Scheduled
Try It
- Partition
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
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

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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About Moxo

Moxo is a OneStop Client Interaction Hub.

Help

Related categories

Team Collaboration

PRODUCTS

CAPABILITIES

By team

Marketo + Moxo

Create group conversations in Moxo for new Marketo leads

New Form Submission

Form

New Program

Add Lead to List

LeadRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Lead

E-Mail AddressRequired

Additional fields to retrieve

Partition

Flow Updates

Reference ID

Pre-configured Payload Info

Xero Purchase Order Completed

Add User to Conversation

Invite Explain

Conversation IDRequired

Member EmailRequired

Create New Relationship?Required

Create Client

Client First NameRequired

Client Last NameRequired

Client EmailRequired

Display User ID

Rm Explain

Account ManagersRequired

Create Note

Conversation IDRequired

Note NameRequired

Note ContentRequired

Editable byRequired

Create Transaction

TitleRequired

Sub-TitleRequired

ContentRequired

Assigned ClientRequired

Approval Button Label

Decline Button Label

Trigger Identifier for Transaction Completed Event

Attachments

Create or Update Client

Client Email (Identifier)Required

Client First NameRequired

Client Last Name

Display User ID

Rm Explain

Account ManagersRequired

Deactivate Client

Client Email (Identifier)Required

Invite People to Meeting

Invite Explain

Meeting IDRequired

Participant Email

Participant Unique ID

Send File

Conversation IDRequired

Folder

FileRequired

Start E-Sign

Destination Conversation IDRequired

E-Sign Title

E-Sign Description

Due in Days

Update Client

Client Email (Identifier)Required

Client First Name

Client Last Name

Display User ID