Create integrations between MOCO and Moxo to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect MOCO and Moxo to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Approved Holiday Request
Triggers when a holiday request is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Person
Triggers when a new contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead was created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Holiday Request
Triggers when a new holiday request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Status
Triggers when the status of an invoice is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Planning Entry
Triggers when a new Planning Entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Budget Alert
Triggers when a project budget alert event has happened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Outgoing Payment
Triggers when a new outgoing payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Activity
Triggers when a new sales activity has happened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Unarchived Project
Triggers when a project is made active again.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a company was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a lead was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an invoice was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Planning Entry
Triggers when a Planning Entry was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a project was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated User
Triggers when a User was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TargetRequired
MessageRequired
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Identifier
CurrencyRequired
UserRequired
Fax
Email
Phone
Address
Vat
Website
Info
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice
TotalRequired
DateRequired
CurrencyRequired
Partial payment?
Transaction Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Identifier
NameRequired
CurrencyRequired
Billing ByRequired
Hourly Rate
Budget
Budget Expenses
LeaderRequired
Finish Date
Info
Fixed price?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase
DateRequired
TotalRequired
CurrencyRequired
Description
Transaction Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Identifier
Name
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Status
Contact Work Email
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Date
ProjectRequired
UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
Receipt Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFlow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
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.Conversation TitleRequired
Welcome Message
Conversation Owner (Account Manager)Required
Conversation MembersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation 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
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
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 MoxtraRequired
Purchase Order Sub-Title in MoxtraRequired
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.Purchase Order IDRequired
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.Conversation IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Flow NameRequired
Welcome Message
Reference ID
Member Email
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
New Time Entry
Triggers when a new time entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when an expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Payment
Triggers when a new incoming payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Offer
Triggers when a new offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Presence
Triggers when a new Presence is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Assignment
Triggers when a person is assigned to a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Recurred Expense
Triggers when an expense is recurred.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Archived Project
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Time Entry
Triggers when a time entry was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Person
Triggers when a contact person was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Expense
Triggers when an expense was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Offer
Triggers when an offer was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Presence
Triggers when a Presence was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase
Triggers when a purchase was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UserRequired
ProjectRequired
DateRequired
DescriptionRequired
Task NameRequired
Tag
SecondsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Gender
First NameRequired
Last NameRequired
Title
Mobile Phone
Work Phone
Work Fax
Work Email
Work Address
Home Email
Home Address
Birthday
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
DateRequired
QuantityRequired
UnitRequired
Unit PriceRequired
Unit CostRequired
BillableRequired
Included in Budget?Required
File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
AmountRequired
CurrencyRequired
Reminder DateRequired
Info
Responsible
Company
Stage
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SupplierRequired
CreatorRequired
File
DateRequired
Due Date
Service Period From
Service Period To
Invoice number
CurrencyRequired
Payment MethodRequired
Info
TitleRequired
TotalRequired
Tax (%)Required
Tax included in Total?Required
Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Project IdentifierRequired
Hourly Rate
Task Budget
Active
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Date
ProjectRequired
UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Firstname
Lastname
Work Email
Phone Number
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Title
ProjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
Company Name
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Credit Account
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Last Name
First Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appReference 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.Invite Explain
Conversation 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
Rm Explain
Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation 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
Rm Explain
Account ManagersRequired
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.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.Conversation IDRequired
Folder
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Destination Conversation 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.Client Email (Identifier)Required
Client First Name
Client Last Name
Display User ID
Rm Explain
Account Managers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Intg Explain
Reference IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app