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How Zapier works

Zapier makes it easy to integrate Moxo with Sage Accounting - 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 Sage Accounting

An action is what takes place after the automation is triggered. For example, with Sage Accounting, the action could be "Create Contact Payment."

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

That’s it! You just connected Moxo to Sage Accounting

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.

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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 Sage Accounting 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 Sage Accounting 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.

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.

- 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

- 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
- 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
- Workspace ID
  Required
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace ID
  Required
- Message
  Required
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
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Step Description
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Step Description
- Item_code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Filter by Contact Name or Reference
Action
Search
- Invoice_number
Action
Search
- Note Name
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Filter by Contact Name or Reference
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Note Name
  Required
- Step Description
- Item_code
- Notes
- Active
Action
Search or 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
- 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
- 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
- Workspace ID
  Required
- Folder Name
- 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
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Step Description
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Step Description
- Item_code
- Notes
- Active
Action
Write
- Step Description
- Item_code
- Notes
- Active
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Step Description
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice_number
Action
Search
- Note Name
  Required
Action
Search
- Quote_number
Action
Search
- Note Name
  Required
Action
Search
- Invoice_number
Action
Search or write
- Note Name
  Required
- Step Description
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Note Name
  Required
- Step Description
- Item_code
- Notes
- Active
Action
Search or write

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Related categories

Connect Moxo to Sage Accounting on the world's largest no-code automation platform

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