Moxo + Salesforce

Update Salesforce records whenever Moxo flow updates occur

Ensure your sales teams have immediate access to updates from Moxo with this efficient workflow. Whenever there are updates in the Moxo app, this automation will swiftly carry over the changes to update corresponding records in your Salesforce app. This means your sales team will always have the most current data at their fingertips, helping them manage customer interactions effectively and swiftly.

When this happens...
Flow Updates
Triggers when a flow or any of its steps is started, completed, or due_date_arrive.
TriggerInstant
automatically do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Flow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow WorkspaceRequired
- Whether to use Content Library Template?
- Step Reference ID
- Is it to add step to the end of flow?
- Step Description
- 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
Action
Write
- Step Reference IDRequired
Action
Write
- Conversation TitleRequired
- Welcome Message
- Conversation Owner (Account Manager)Required
- Conversation MembersRequired
Action
Write

- Conversation IDRequired
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace IDRequired
- Whether to use Content Library Template?
- Description
- Callback URL
- Due in Days
- Assignee EmailRequired
- Reminder in Days for To-Do
- 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 ClientRequired
- Purchase Order IDRequired
- Purchase Order NumberRequired
- Purchase Order Title in MoxtraRequired
- Purchase Order Sub-Title in MoxtraRequired
- Approval Button - Label
- Decline Button - Label
- Address
- Period
- UTR
Action
Write
- Purchase Order IDRequired
Action
Write
- TopicRequired
- Agenda
- Start TimeRequired
- End Time
- Time ZoneRequired
- Meeting Host User Entity Type
- Meeting Participants (Email)
- Meeting Participants (Unique ID)
- Meeting Binder
- Max Minutes Attendee Can Join Before Host
Action
Write
- Conversation IDRequired
- MessageRequired
Action
Write
- Flow NameRequired
- Welcome Message
- Reference ID
- Member Email
Action
Write
- Conv Explain
- Client's EmailRequired
- Account Manager's EmailRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

- 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 IDRequired
- Member EmailRequired
- Create New Relationship?Required
Action
Write
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Display User ID
- Rm Explain
- Account ManagersRequired
Action
Write
- Conversation IDRequired
- Note NameRequired
- Note ContentRequired
- Editable byRequired
Action
Write
- TitleRequired
- Sub-TitleRequired
- ContentRequired
- Assigned ClientRequired
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
Action
Write
- Client Email (Identifier)Required
- Client First NameRequired
- Client Last Name
- Display User ID
- Rm Explain
- Account ManagersRequired
Action
Write
- Client Email (Identifier)Required
Action
Write
- Invite Explain
- Meeting IDRequired
- Participant Email
- Participant Unique ID
Action
Write
- Conversation IDRequired
- Folder
- FileRequired
Action
Write
- Destination Conversation IDRequired
- E-Sign Title
- E-Sign Description
- Due in Days
Action
Write
- Client Email (Identifier)Required
- Client First Name
- Client Last Name
- Display User ID
- Rm Explain
- Account Managers
Action
Write
- Intg Explain
- Reference IDRequired
Action
Search
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Moxo + Salesforce

Update Salesforce records whenever Moxo flow updates occur

Flow Button Clicked

Transaction Completed

Trigger Identifier

Add Step in Flow Workspace

Whether to use Content Library Template?

Step Reference ID

Is it to add step to the end of flow?

Step Description

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

Complete Integration Flow Step

Step Reference IDRequired

Create Group Conversation

Conversation TitleRequired

Welcome Message

Conversation Owner (Account Manager)Required

Conversation MembersRequired

Create To-Do

Conversation IDRequired

Whether to use Content Library Template?

Description

Mark As Important?

Set A Due Date

Assign To

Create TransObject(Approval,Acknowledge,File Request,Form,To-Do)

Workspace IDRequired

Whether to use Content Library Template?

Description

Callback URL

Due in Days

Assignee EmailRequired

Reminder in Days for To-Do

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

Create Xero Purchase Order

Assigned ClientRequired

Purchase Order IDRequired

Purchase Order NumberRequired

Purchase Order Title in MoxtraRequired

Purchase Order Sub-Title in MoxtraRequired

Approval Button - Label

Decline Button - Label

Address

Period

UTR

Delete Xero Purchase Order

Purchase Order IDRequired

Schedule Meeting

TopicRequired

Agenda

Start TimeRequired

End Time

Time ZoneRequired

Meeting Host User Entity Type

Meeting Participants (Email)

Meeting Participants (Unique ID)

Meeting Binder

Max Minutes Attendee Can Join Before Host

Send Message

Conversation IDRequired

MessageRequired

Start Flow Conversation

Flow NameRequired

Welcome Message

Reference ID

Member Email

Find Direct Workspace

Conv Explain

Client's EmailRequired

Account Manager's EmailRequired

New Contact

New Lead

New Record