Moxo + Paperless Forms
Create Moxo conversations for new Paperless Forms entries
Streamline your communication process with this efficient workflow. When a new entry is submitted via Paperless Forms, it will automatically add the user to a conversation in Moxo, ensuring seamless collaboration with your team or clients. Save time and keep everyone informed with this handy automation.
Streamline your communication process with this efficient workflow. When a new entry is submitted via Paperless Forms, it will automatically add the user to a conversation in Moxo, ensuring seamless collaboration with your team or clients. Save time and keep everyone informed with this handy automation.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add User to Conversation
Add an existing user to a group conversation.
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Form Name
Try ItId Explain
Zap Unique ID Label
Reference ID
Pre-configured Payload Info
Try ItXero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try ItInvite Explain
Conversation IDRequired
Member EmailRequired
Create New Relationship?Required
Id Explain
Zap Unique ID Label
Try ItTrigger Identifier
Try ItSpecify the way to locate Flow WorkspaceRequired
Specify the step typeRequired
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
Step Reference IDRequired
