Moxo + Salesforce
Create Salesforce records whenever Moxo updates flow
Keep your sales team updated and reduce manual data entry with this workflow. When there are updates in your Moxo account, this automation will seamlessly create a new record in Salesforce. Stay ahead with real-time updates and streamline your sales process.
Keep your sales team updated and reduce manual data entry with this workflow. When there are updates in your Moxo account, this automation will seamlessly create a new record in Salesforce. Stay ahead with real-time updates and streamline your sales process.
- When this happens...Flow Updates
Triggers when a flow or any of its steps is started, completed, or due_date_arrive.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Flow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Try ItTrigger Identifier
Try ItSpecify 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
Step Reference IDRequired
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
Client First NameRequired
Client Last NameRequired
Client EmailRequired
Display User ID
Rm Explain
Account ManagersRequired
