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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Flow Button Clicked" from Moxo.

Add your action

An action happens after the trigger—such as "Create a Lead" in MyCRM Sync.

You’re connected!

Zapier seamlessly connects Moxo and MyCRM Sync, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Moxo to MyCRM Sync integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Moxo and MyCRM Sync 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.

Integration categories

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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

- Id_explain
- Zap Unique ID Label
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow Workspace
  Required
- Binder Reference/Flow Workspace ID
  Required
- Specify the step type
  Required
- Moxo Content-Library
  Required
- 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 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
- Workspace ID
  Required
- Note Name
  Required
- Note Content
  Required
- Editable by
  Required
Action
Write
- Step Title
- 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
- Workspace ID
  Required
- Folder Name
- Attachments
Action
Write
- Destination Workspace ID
  Required
- Step Title
- Step Description
- Due in Days
Action
Write
- Flow Name
  Required
- Welcome Message
- Step Description
- Reference ID
- Workspace Members
  Required
Action
Write
- Workspace ID
  Required
Action
Search
- Intg_explain
- Step Reference ID
  Required
Action
Search
Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
Try It
- Step Title
- First Name
  Required
- Preferred Name
- Last Name
  Required
- Client Email
  Required
- Mobile
  Required
- Date of Birth
- Gender
- Marketing Consent
- Street Address
- Suburb
- State
- Postcode
- Address Type
- Note Title
- Note Details
- UTM Source (Marketing)
- UTM Medium (Marketing)
- UTM Campaign (Marketing)
- UTM Term (Marketing)
- UTM Content (Marketing)
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 Workspace
  Required
- Specify the step type
  Required
- 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
- Step Title
- Welcome Message
- Workspace Owner (Account Manager)
  Required
- Workspace Members
  Required
Action
Write
- Workspace ID
  Required
- Whether to use Content Library Template?
- Step Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace 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
- Step Title
- 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
- Workspace ID
  Required
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace ID
  Required
- Message
  Required
Action
Write
- Flow Template Folder
  Required
- Moxo Flow Template
  Required
- Role_user_explain
- Flow Name
  Required
- Workspace Owner
- Welcome Message
- Step Description
- Reference ID
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
Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted.
Trigger
Instant
Try It
Deal Status Changed
Triggers when a deal changes status.
Trigger
Instant
Try It

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

About MyCRM Sync

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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