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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 Worker - Company" in Procore.
You’re connected!
Zapier seamlessly connects Moxo and Procore, automating your workflow.
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Connect Moxo and Procore 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.
- Id_explain
- Zap Unique ID Label
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specify the way to locate Flow WorkspaceRequired
- Binder Reference/Flow Workspace IDRequired
- Specify the step typeRequired
- Moxo Content-LibraryRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invite_explain
- Workspace 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
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace 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.- Step Title
- Sub-TitleRequired
- Note ContentRequired
- Assigned ClientRequired
- Approval Button Label
- Decline Button Label
- Trigger Identifier
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client EmailRequired
- Client First NameRequired
- Client Last NameRequired
- Display User ID
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invite_explain
- Meeting IDRequired
- Workspace MembersRequired
- Participant Unique ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Folder Name
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Destination Workspace IDRequired
- Step Title
- Step Description
- Due in Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Flow NameRequired
- Welcome Message
- Step Description
- Reference ID
- Workspace MembersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Intg_explain
- Step Reference IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- Event_typeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
- Drawing_areaRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
- Folder Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
- Event_typeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
- Client First NameRequired
- Client Last NameRequired
- Is EmployeeRequired
- Employee IdRequired
- Origin IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Step Title
- Number
- Change_event_statusRequired
- Change_order_change_reason
- Event_scopeRequired
- Event_typeRequired
- Rfi
- Origin_data
- Origin IdRequired
- Line Item ID
- Budget Code ID
- Step Description
- Unit of Measure
- Estimated Cost Amount
- Estimated Cost Quantity
- Estimated Cost Unit Cost
- Estimated_cost_calculation_strategy
- Line Item Type ID
- Cost_code_id
- Proposed Vendor ID
- Proposed Contract ID
- Commitment Contract Line Item ID
- Attachments_by_drawing_revision_ids
- Attachments_by_file_version_ids
- Attachments_by_form_ids
- Attachments_by_image_ids
- Attachments_by_uuid_ids
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- CodeRequired
- Note NameRequired
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Wbs_code_idRequired
- Original Budget Amount
- Unit of Measure
- Quantity
- Unit Cost
- Calculation Strategy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Step Description
- Direct Cost Date (YYYY-MM-DD)
- Employee IdRequired
- Invoice Number
- Origin_data
- Origin IdRequired
- Payment Date (YYYY-MM-DD)
- Received Date (YYYY-MM-DD)
- StatusRequired
- Terms
- Vendor_id
- Direct Cost TypeRequired
- Line Items (JSON Array)
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Note NameRequired
- Step Description
- Form Template IDRequired
- Is Private?
- Fillable PDFRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Prime Contract IDRequired
- AmountRequired
- Cost_codeRequired
- Step Description
- Extended TypeRequired
- Quantity
- Line Item Type ID
- Origin_data
- Origin IdRequired
- Tax Code ID
- Unit Cost
- Unit of Measure
- Wbs_code_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- project_idRequired
- Commitment IDRequired
- Attachments
- Period ID
- Requisition Start Date
- Requisition End Date
- Billing Date
- Is Final Invoice?
- Invoice Number
- Payment Date (YYYY-MM-DD)
- Origin_data
- Origin IdRequired
- StatusRequired
- Submitted At
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Note NameRequired
- Parent_folder
- Attachments
- Step Description
- Is_tracked
- Explicit_permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Note NameRequired
- Parent
- Is_tracked
- Explicit_permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Flow Template FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- project_idRequired
- Incident Description
- Incident Event_date
- Incident Distribution_member_ids
- Incident Private
- Incident Recordable
- Incident Status
- Incident Time_unknown
- Incident Title
- Incident Contributing_behavior_id
- Incident Contributing_condition_id
- Incident Hazard_id
- Incident Location_id
- Incident Environmentals Environmental_type_id
- Incident Environmentals Description
- Incident Environmentals Estimated_cost_impact
- Incident Environmentals Quantity_value
- Incident Environmentals Quantity_unit_of_measure
- Incident Environmentals Affected_company_id
- Incident Environmentals Managed_equipment_id
- Incident Environmentals Work_activity_id
- Incident Environmentals Custom_field_ Custom_field_definition_id
- Incident Injuries Date_of_death
- Incident Injuries Description
- Incident Injuries Filing_type
- Incident Injuries Hospitalized_overnight
- Incident Injuries Recordable
- Incident Injuries Treated_in_er
- Incident Injuries Treatment_facility_address
- Incident Injuries Treatment_facility
- Incident Injuries Treatment_provider
- Incident Injuries Work_days_absent
- Incident Injuries Work_days_restricted
- Incident Injuries Work_days_transferred
- Incident Injuries Affliction_type_id
- Incident Injuries Body_diagram_type
- Incident Injuries Affected_body_parts
- Incident Injuries Affected_person_id
- Incident Injuries Affected_party_id
- Incident Injuries Body_part_ids
- Incident Injuries Harm_source_id
- Incident Injuries Affected_company_id
- Incident Injuries Managed_equipment_id
- Incident Injuries Work_activity_id
- Incident Injuries Custom_field_ Custom_field_definition_id
- Incident Near_misses Description
- Incident Near_misses Affected_person_id
- Incident Near_misses Affected_party_id
- Incident Near_misses Harm_source_id
- Incident Near_misses Affected_company_id
- Incident Near_misses Managed_equipment_id
- Incident Near_misses Work_activity_id
- Incident Near_misses Custom_field_ Custom_field_definition_id
- Incident Property_damages Description
- Incident Property_damages Estimated_cost_impact
- Incident Property_damages Affected_company_id
- Incident Property_damages Responsible_company_id
- Incident Property_damages Managed_equipment_id
- Incident Property_damages Work_activity_id
- Incident Property_damages Custom_field_ Custom_field_definition_id
- Incident Witness_statements_attributes Statement
- Incident Witness_statements_attributes Date_received
- Incident Witness_statements_attributes Witness_id
- Incident Witness_statements_attributes Custom_field_ Custom_field_definition_id
- Incident Upload_uuids
- Incident Custom_field_ Custom_field_definition_id
- Incident Drawing_revision_ids
- Incident File_version_ids
- Incident Form_ids
- Incident Image_ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- Vendor NameRequired
- Vendor Address
- Vendor City
- Vendor Zip
- Vendor Business_phone
- Vendor Mobile_phone
- Vendor Fax_number
- Vendor Email_address
- Vendor Is_active
- Vendor State_code
- Vendor Authorized_bidder
- Vendor Prequalified
- Vendor Country_code
- Vendor Labor_union
- Vendor License_number
- Vendor Website
- Vendor Union_member
- Vendor Non_union_prevailing_wage
- Vendor Abbreviated_name
- Vendor Notes
- Vendor Vendor_group_id
- Vendor Parent_id
- Vendor Primary_contact_id
- Vendor Origin_id
- Vendor Origin_data
- Vendor Origin_code
- Vendor Trade_ids
- Vendor Bidding_distribution_ids
- Vendor Standard_cost_code_ids
- Vendor Trade_name
- Vendor Bidding Affirmative_action
- Vendor Bidding Small_business
- Vendor Bidding African_american_business
- Vendor Bidding Hispanic_business
- Vendor Bidding Womens_business
- Vendor Bidding Historically_underutilized_business
- Vendor Bidding Sdvo_business
- Vendor Bidding Certified_business_enterprise
- Vendor Bidding Asian_american_business
- Vendor Bidding Native_american_business
- Vendor Bidding Disadvantaged_business
- Vendor Bidding Minority_business_enterprise
- Vendor Bidding Eight_a_business
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- project_idRequired
- Manpower Log.Company Id
- Manpower_log User_id
- Manpower_log Cost_code_id
- Manpower_log Location_id
- Manpower_log Trade_id
- Manpower_log Date
- Manpower_log Datetime
- Manpower_log Notes
- Manpower_log Num_workers
- Manpower_log Num_hours
- Manpower_log Mt_location
- Manpower_log Custom_field_ Custom_field_definition_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- project_idRequired
- Incident Description
- Incident Event_date
- Incident Distribution_member_ids
- Incident Private
- Incident Recordable
- Incident Status
- Incident Time_unknown
- Incident Title
- Incident Contributing_behavior_id
- Incident Contributing_condition_id
- Incident Hazard_id
- Incident Location_id
- Incident Environmentals Environmental_type_id
- Incident Environmentals Description
- Incident Environmentals Estimated_cost_impact
- Incident Environmentals Quantity_value
- Incident Environmentals Quantity_unit_of_measure
- Incident Environmentals Affected_company_id
- Incident Environmentals Managed_equipment_id
- Incident Environmentals Work_activity_id
- Incident Environmentals Custom_field_ Custom_field_definition_id
- Incident Injuries Date_of_death
- Incident Injuries Description
- Incident Injuries Filing_type
- Incident Injuries Hospitalized_overnight
- Incident Injuries Recordable
- Incident Injuries Treated_in_er
- Incident Injuries Treatment_facility_address
- Incident Injuries Treatment_facility
- Incident Injuries Treatment_provider
- Incident Injuries Work_days_absent
- Incident Injuries Work_days_restricted
- Incident Injuries Work_days_transferred
- Incident Injuries Affliction_type_id
- Incident Injuries Body_diagram_type
- Incident Injuries Affected_body_parts
- Incident Injuries Affected_person_id
- Incident Injuries Affected_party_id
- Incident Injuries Body_part_ids
- Incident Injuries Harm_source_id
- Incident Injuries Affected_company_id
- Incident Injuries Managed_equipment_id
- Incident Injuries Work_activity_id
- Incident Injuries Custom_field_ Custom_field_definition_id
- Incident Near_misses Description
- Incident Near_misses Affected_person_id
- Incident Near_misses Affected_party_id
- Incident Near_misses Harm_source_id
- Incident Near_misses Affected_company_id
- Incident Near_misses Managed_equipment_id
- Incident Near_misses Work_activity_id
- Incident Near_misses Custom_field_ Custom_field_definition_id
- Incident Property_damages Description
- Incident Property_damages Estimated_cost_impact
- Incident Property_damages Affected_company_id
- Incident Property_damages Responsible_company_id
- Incident Property_damages Managed_equipment_id
- Incident Property_damages Work_activity_id
- Incident Property_damages Custom_field_ Custom_field_definition_id
- Incident Witness_statements_attributes Statement
- Incident Witness_statements_attributes Date_received
- Incident Witness_statements_attributes Witness_id
- Incident Witness_statements_attributes Custom_field_ Custom_field_definition_id
- Incident Upload_uuids
- Incident Custom_field_ Custom_field_definition_id
- Incident Drawing_revision_ids
- Incident File_version_ids
- Incident Form_ids
- Incident Image_ids
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Form IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- TemplateRequired
- Note NameRequired
- Number
- Step Description
- Identifier
- Inspection_date
- Due_at
- Inspection_type_id
- Managed_equipment_id
- Is Private?
- Point_of_contact
- Inspectee
- Responsible_contractor
- Spec_section
- StatusRequired
- TradeRequired
- Distribution Member IDs
- Drawing Revision IDs (comma-separated integers)
- File Version IDs (comma-separated integers)
- Form IDs (comma-separated integers)
- Image IDs (comma-separated integers)
- Upload IDs (comma-separated integers)
- PDM document (comma-separated integers)
- Inspectors
- Spec_location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Prime Contract IDRequired
- project_idRequired
- Attachments
- Billing Period ID
- Period Start Date
- Period End Date
- Billing Date
- Invoice Number
- Origin_data
- Origin IdRequired
- StatusRequired
- Include Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Note NameRequired
- Step Description
- Due
- Position
- Priority
- Is Private?
- StatusRequired
- Date_initiated
- Schedule_impact
- Schedule_impact_days
- Reference
- Cost_impact
- Cost_impact_amount
- Trade_id
- Punch_item_type_id
- Login_information_ids
- Location ID
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- SubjectRequired
- Rfi_managerRequired
- Reference
- AssigneesRequired
- Required Assignee IDs
- Draft
- Set A Due Date
- Rfi_submitted_by
- Responsible_contractor
- Distributions
- Number
- Is Private?
- Project Stage ID
- Schedule_impact_statusRequired
- Schedule_impact_value
- Cost_impact_statusRequired
- Cost_impact_value
- Location ID
- Drawing Number
- Specification Section ID
- Cost_codeRequired
- Custom Text Field 1
- Custom Text Field 2
- Attachments
- Can Be Viewed
- Filename
- Viewable
- Question BodyRequired
- Attachment_ids
- Attachments_by_drawing_revision_ids
- Attachments_by_file_version_ids
- Attachments_by_form_ids
- Attachments_by_image_ids
- Attachments_by_upload_ids
- Attachments_by_document_management_document_revision_ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Note NameRequired
- CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Hours
- Lunch_time
- Party_id
- Time_in
- Time_out
- Billable
- Date
- Datetime
- Step Description
- Timecard_time_type_id
- Timesheet_id
- Cost_code_id
- Sub_job_id
- Location ID
- Login_information_id
- Origin IdRequired
- Origin_data
- Line Item Type ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- IdRequired
- Attachments
- Accounting Method
- Approval Letter Date (YYYY-MM-DD)
- Assignee ID
- Bill_to_address
- Contract Date (YYYY-MM-DD)
- Delivery_date
- Step Description
- Executed
- Execution Date (YYYY-MM-DD)
- Invoice Contact User IDs (comma-separated)
- Issued On Date (YYYY-MM-DD)
- Letter of Intent Date (YYYY-MM-DD)
- Origin_code
- Origin_data
- Origin IdRequired
- Number
- Payment_terms
- Is Private?
- Retainage Percent
- Returned Date (YYYY-MM-DD)
- Ship_to_address
- Ship_via
- StatusRequired
- Step Title
- Vendor_id
- Drawing Revision IDs (comma-separated integers)
- File Version IDs (comma-separated integers)
- Form IDs (comma-separated integers)
- Image IDs (comma-separated integers)
- Upload IDs (comma-separated integers)
- Currency Exchange Rate
- Currency ISO Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Submittal_idRequired
- Required On Site Date
- Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Step Description
- Segment IdRequired
- Segment ItemsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor_id
- company_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- ProjectRequired
- Document
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- ProjectRequired
- Project Scheduled Task
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- ProjectRequired
- Timesheet_id
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Id_explain
- Zap Unique ID Label
- Reference 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. - Specify 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
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.- Step Title
- Welcome Message
- Workspace Owner (Account Manager)Required
- Workspace MembersRequired
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?
- Step 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
- Specify the object type
- Step Title
- Step Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for 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.- Assigned ClientRequired
- Purchase Order IDRequired
- Purchase Order NumberRequired
- Step Title
- Sub-TitleRequired
- 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
- Workspace MembersRequired
- Participant Unique ID
- Workspace IDRequired
- 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.- Workspace IDRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Flow Template FolderRequired
- Moxo Flow TemplateRequired
- Role_user_explain
- Flow NameRequired
- Workspace Owner
- Welcome Message
- Step Description
- Reference ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client EmailRequired
- Client First NameRequired
- Client Last NameRequired
- Display User ID
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
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- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- company_id
- project_idRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
- Event_typeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- CompanyRequired
- ProjectRequired
- Client First NameRequired
- Client Last NameRequired
- Is EmployeeRequired
- Employee IdRequired
- ActiveRequired
- Origin IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Note NameRequired
- Step Description
- Set A Due Date
- StatusRequired
- Use Metric Units
- Use Tax from Cost
- Individual Labor Rates
- Project Number
- Square Footage
- Street Address
- City
- State
- Zip Code
- Country
- Is Template
- Use Unit Labor Cost
- Enable WBS Validation
- Disable EA Parts Rounding
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Client First NameRequired
- Client Last NameRequired
- Email_addressRequired
- Job_title
- Address
- City
- State_code
- Zip
- Country_code
- Business_phone
- Business_phone_extension
- Mobile_phone
- Fax_number
- Email_signature
- Is_active
- Is EmployeeRequired
- Employee IdRequired
- Origin IdRequired
- Vendor_id
- Notes
- Initials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Sub_job
- Standard_cost_code_listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Number
- StatusRequired
- Step Title
- Step Description
- Adjustment Line Items (JSON Array)
- Prostore File IDs (comma-separated)
- Production Quantities (JSON Array)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- TypeRequired
- Note NameRequired
- Step Description
- Unit Cost
- Unit Labor
- Unit Labor Cost
- Manufacturer
- Catalog Number
- Supplier
- Cost Type Code
- Cost Type Name
- Waste (%)
- Item Margin (%)
- Labor Margin (%)
- Unit Labor Rate
- Is Untaxed?
- UnitRequired
- Notes
- Color
- Catalog IDRequired
- Sub-Item Type
- Sub-Item ID (For Existing Item)
- Sub-Item Name
- Sub-Item Description
- Sub-Item Unit Cost
- Sub-Item Unit Labor
- Sub-Item Unit Labor Cost
- Sub-Item Manufacturer
- Sub-Item Catalog Number
- Sub-Item Supplier
- Sub-Item Cost Type Code
- Sub-Item Cost Type Name
- Sub-Item Waste (%)
- Sub-Item Margin (%)
- Sub-Item Labor Margin (%)
- Sub-Item Unit Labor Rate
- Sub-Item Is Untaxed?
- Sub-Item Unit
- Sub-Item Notes
- Sub-Item Multiplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Direct Cost IDRequired
- AmountRequired
- Wbs_code_idRequired
- Cost_codeRequired
- Step Description
- Extended TypeRequired
- Quantity
- Line Item Type ID
- Origin_data
- Origin IdRequired
- Unit Cost
- Unit of Measure
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Attachments
- Actual Completion Date (YYYY-MM-DD)
- Approval Letter Date (YYYY-MM-DD)
- Architect ID
- Contractor ID
- Contract Date (YYYY-MM-DD)
- Estimated Completion Date (YYYY-MM-DD)
- Contract Start Date (YYYY-MM-DD)
- Step Description
- Exclusions
- Executed
- Execution Date (YYYY-MM-DD)
- Inclusions
- Issued On Date (YYYY-MM-DD)
- Letter of Intent Date (YYYY-MM-DD)
- Number
- Origin_data
- Origin IdRequired
- Retainage Percent
- Returned Date (YYYY-MM-DD)
- Signed Contract Received Date (YYYY-MM-DD)
- StatusRequired
- Step Title
- Vendor_id
- Accounting Method
- Custom Field
- Drawing Revision IDs (comma-separated integers)
- File Version IDs (comma-separated integers)
- Form IDs (comma-separated integers)
- Image IDs (comma-separated integers)
- Upload IDs (comma-separated integers)
- Currency Exchange Rate
- Currency ISO Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- AmountRequired
- Purchase Order Contract IDRequired
- Cost_code_id
- Step Description
- Extended TypeRequired
- Quantity
- Line Item Type ID
- Origin_data
- Origin IdRequired
- Tax Code ID
- Unit Cost
- Unit of Measure
- Wbs_code_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- VendorRequired
- TradeRequired
- Date
- Notes
- Apprentice_hours
- Number_of_apprentice_workers
- Foreman_hours
- Number_of_foreman_workers
- Journeyman_hours
- Number_of_journeyman_workers
- Number_of_other_workers
- Other_hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Flow Template FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Drawing_setRequired
- Drawing_areaRequired
- DrawingRequired
- Note NameRequired
- Drawing_number_contains_revision
- Drawing_date
- Received Date (YYYY-MM-DD)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- project_idRequired
- Call_log Date
- Call_log Datetime
- Call_log Description
- Call_log End_hour
- Call_log End_minute
- Call_log Start_hour
- Call_log Start_minute
- Call_log Subject_from
- Call_log Subject_to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- project_idRequired
- Instruction Instruction_type_idRequired
- Instruction Instruction_from_id
- Instruction Attention_ids
- Instruction Distribution_member_ids
- Instruction Trade_ids
- Instruction Number
- Instruction TitleRequired
- Instruction StatusRequired
- Instruction Date_received
- Instruction Schedule_impact Status
- Instruction Schedule_impact Value
- Instruction Cost_impact Status
- Instruction Cost_impact Value
- Instruction Private
- Instruction Description
- Instruction Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- project_idRequired
- Vendor NameRequired
- Vendor Address
- Vendor City
- Vendor Zip
- Vendor Business_phone
- Vendor Mobile_phone
- Vendor Fax_number
- Vendor Email_address
- Vendor Is_active
- Vendor State_code
- Vendor Authorized_bidder
- Vendor Prequalified
- Vendor Country_code
- Vendor Labor_union
- Vendor License_number
- Vendor Website
- Vendor Union_member
- Vendor Non_union_prevailing_wage
- Vendor Abbreviated_name
- Vendor Notes
- Vendor Vendor_group_id
- Vendor Parent_id
- Vendor Primary_contact_id
- Vendor Origin_id
- Vendor Origin_data
- Vendor Origin_code
- Vendor Trade_ids
- Vendor Bidding_distribution_ids
- Vendor Standard_cost_code_ids
- Vendor Trade_name
- Vendor Bidding Affirmative_action
- Vendor Bidding Small_business
- Vendor Bidding African_american_business
- Vendor Bidding Hispanic_business
- Vendor Bidding Womens_business
- Vendor Bidding Historically_underutilized_business
- Vendor Bidding Sdvo_business
- Vendor Bidding Certified_business_enterprise
- Vendor Bidding Asian_american_business
- Vendor Bidding Native_american_business
- Vendor Bidding Disadvantaged_business
- Vendor Bidding Minority_business_enterprise
- Vendor Bidding Eight_a_business
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_id
- project_idRequired
- IdRequired
- Manpower Log.Company Id
- Manpower_log User_id
- Manpower_log Cost_code_id
- Manpower_log Location_id
- Manpower_log Trade_id
- Manpower_log Date
- Manpower_log Datetime
- Manpower_log Notes
- Manpower_log Num_workers
- Manpower_log Num_hours
- Manpower_log Mt_location
- Manpower_log Status
- Manpower_log Custom_field_ Custom_field_definition_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Image_nameRequired
- Is Private?
- Data
- Source
- Image_description
- Image_categoryRequired
- Image_location
- Trade_ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Inspection_item_failed
- Note NameRequired
- Item_typeRequired
- Assignee
- Contributing Behavior ID
- Contributing Condition ID
- Checklist_item_id
- Coordination_issue_id
- Created_by_id
- Step Description
- Set A Due Date
- Hazard ID
- Incident_action_id
- Number
- Personal
- Priority
- StatusRequired
- TradeRequired
- Distribution Member IDs
- Observation_location
- Mt_location
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Note NameRequired
- Total_value
- Project Number
- Step Description
- ActiveRequired
- Address
- City
- State_code
- Zip
- Country_code
- Phone
- Estimated_start_date
- Estimated_completion_date
- Warranty_start_date
- Warranty_end_date
- Flag
- Office
- Public_notes
- Project_stage
- Project_type
- Project_region
- Project_template
- Project_bid_type
- Program
- Square_feet
- Enable_copy_of_standard_cost_codes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Step Title
- VendorRequired
- Assignee
- Bill_to_address
- Delivery_date
- Step Description
- Executed
- Number
- Payment_terms
- Is Private?
- Retainage Percent
- Ship_to_address
- Ship_via
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Number
- Step Description
- Step Title
- TypeRequired
- Actual Delivery Date
- Attachments
- Confirmed Delivery Date
- Cost_codeRequired
- Custom Text Area 1
- Custom Text Field 1
- Design Team Review Time (days)
- Distribution_members
- Set A Due Date
- Internal Review Time (days)
- Issue Date
- Lead Time (days)
- Location ID
- Is Private?
- Prostore File IDs (comma-separated)
- Received Date (YYYY-MM-DD)
- Received From ID
- Required On Site Date
- Responsible_contractor
- Revision
- Scheduled Task Key (Deprecated)
- Scheduled Task ID
- Source Submittal Log ID
- Specification Section ID
- StatusRequired
- Sub_job
- Submit By Date
- Submittal Manager ID
- Submittal Package ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Step Title
- Number
- Step Description
- Set A Due Date
- StatusRequired
- Is Private?
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- MeetingRequired
- OverviewRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Purchase Order Contract IDRequired
- IdRequired
- AmountRequired
- Cost_code_id
- Step Description
- Extended TypeRequired
- Quantity
- Line Item Type ID
- Origin_data
- Origin IdRequired
- Tax Code ID
- Unit Cost
- Unit of Measure
- Wbs_code_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Contract_idRequired
- Actual Completion Date (YYYY-MM-DD)
- Estimated Completion Date (YYYY-MM-DD)
- Contract Start Date (YYYY-MM-DD)
- Step Description
- Exclusions
- Executed
- Inclusions
- Number
- Is Private?
- Retainage Percent
- Signed Contract Received Date (YYYY-MM-DD)
- StatusRequired
- Step Title
- Vendor_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Step Title
- Number
- Step Description
- Actual Completion Date (YYYY-MM-DD)
- Estimated Completion Date (YYYY-MM-DD)
- Contract Start Date (YYYY-MM-DD)
- Exclusions
- Executed
- Inclusions
- Invoice_contact_users
- Is Private?
- Retainage Percent
- Signed Contract Received Date (YYYY-MM-DD)
- StatusRequired
- VendorRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- ProjectRequired
- Incident_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- ProjectRequired
- Project Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- ProjectRequired
- Submittal
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- ProjectRequired
- Wbs_code_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app