Connect Moxo to FYI and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Moxo with FYI - no code necessary. See how you can get setup in minutes.

Select a trigger from Moxo

A trigger is an event that starts your Zap and runs the workflow. For example, with Moxo, a trigger could be "Flow Button Clicked."

A trigger is the event that kicks off your automated workflow.

Setup an action from FYI

An action is what takes place after the automation is triggered. For example, with FYI, the action could be "Create or Update Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Moxo to FYI

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Moxo and FYI 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Moxo and FYI to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Id_explain
- Zap Unique ID Label
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow Workspace
  Required
- 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 ID
  Required
Action
Write
- Workspace Title
  Required
- Welcome Message
- Workspace Owner (Account Manager)
  Required
- Workspace Members
  Required
Action
Write

- Conversation ID
  Required
- Whether to use Content Library Template?
- Step Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Conversation ID
  Required
- Specify the object type
- Step Description
- Callback URL
- Due in Days
- Assignee Email
  Required
- 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 Client
  Required
- Purchase Order ID
  Required
- Purchase Order Number
  Required
- Workspace Title
  Required
- Sub-Title
  Required
- Approval Button Label
- Decline Button Label
- Address
- Period
- UTR
Action
Write
- Purchase Order ID
  Required
Action
Write
- Topic
  Required
- Agenda
- Start Time
  Required
- End Time
- Time Zone
  Required
- Meeting Host User Entity Type
- Workspace Members
  Required
- Participant Unique ID
- Conversation ID
  Required
- Max Minutes Attendee Can Join Before Host
Action
Write
- Conversation ID
  Required
- Message
  Required
Action
Write
- Flow Name
  Required
- Welcome Message
- Reference ID
- Workspace Members
  Required
Action
Write
- Conversation ID
  Required
Action
Search
- Intg_explain
- Step Reference ID
  Required
Action
Search
- Note Name
  Required
- Assigned Client
  Required
- User Email
- Client Code
- Export Code
- XPM ID
- Attachments
Action
Write
- Note Name
  Required
- Create client if it doesn’t exist yet
  Required
- Assigned Client
  Required
- Client Name
- Export Code
- Partner Email
- Manager Email
- Start Date
- Set A Due Date
Action
Write
- Note Name
  Required
- Web Link
  Required
- Source
- Assigned Client
  Required
- User Email
- Client Code
- Export Code
- XPM ID
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 ID
  Required
- Member Email
  Required
- Create New Relationship?
  Required
Action
Write
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Conversation ID
  Required
- Note Name
  Required
- Note Content
  Required
- Editable by
  Required
Action
Write
- Workspace Title
  Required
- Sub-Title
  Required
- Note Content
  Required
- Assigned Client
  Required
- Approval Button Label
- Decline Button Label
- Trigger Identifier
- Attachments
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Client Email
  Required
Action
Write
- Invite_explain
- Meeting ID
  Required
- Workspace Members
  Required
- Participant Unique ID
Action
Write
- Conversation ID
  Required
- Folder
- Attachments
Action
Write
- Destination Workspace ID
  Required
- Workspace Title
  Required
- Step Description
- Due in Days
Action
Write
- Client Email
  Required
- Client First Name
  Required
- Client Last Name
  Required
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Conv_explain
- Client's Email
  Required
- Account Manager's Email
  Required
Action
Search
- Note Name
  Required
- Client Email
  Required
- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Export Code
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- Note Name
  Required
- Create client if it doesn’t exist yet
  Required
Action
Write
- Note Name
  Required
- Web Link
  Required
- Source
- Assigned Client
  Required
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
- Set A Due Date
- Create client if it doesn’t exist yet
  Required
- Assigned Client
  Required
- Client Name
- Export Code
- Assignee Email
- Delegator Email
- Message
Action
Write

About Moxo

Moxo is a OneStop Client Interaction Hub.

Help

Related categories

Team Collaboration

About FYI

FYI is a document management service for professionals

Help

Related categories

Accounting

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Connect Moxo to FYI and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Moxo

Setup an action from FYI

That’s it! You just connected Moxo to FYI

Connect Moxo and FYI to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Moxo and FYI to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Moxo to FYI and automate any workflow

How Zapier works

Select a trigger from Moxo

Setup an action from FYI

That’s it! You just connected Moxo to FYI

Connect Moxo and FYI to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Moxo and FYI to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect Moxo to FYI and automate any workflow