Moxo Integrations

Team Collaboration

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Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

OnceHub

Scheduling & Booking

CASEpeer

CRM (Customer Relationship Management)

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

OnceHub

Scheduling & Booking

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

OnceHub

Scheduling & Booking

CASEpeer

CRM (Customer Relationship Management)

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

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Quickly automate Moxo integrations with Zapier's templates

Initiate Moxo flow conversations for new Jotform submissions
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Jotform + Moxo
Send notifications in Moxtra of new Stripe charges
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Stripe + Moxo
Create Moxtra todos for new events on Google Calendar
Details
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Google Calendar + Moxo
Create Moxtra messages from new Asana tasks
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Asana + Moxo
Create Moxtra messages from new Trello activity
Details
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Trello + Moxo
Send notifications of new Zendesk tickets within Moxtra
Premium
Details
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Zendesk + Moxo

Initiate Moxo flow conversations for new Jotform submissions

Jotform + Moxo

Send notifications in Moxtra of new Stripe charges

Stripe + Moxo

Create Moxtra todos for new events on Google Calendar

Google Calendar + Moxo

Create Moxtra messages from new Asana tasks

Asana + Moxo

Create Moxtra messages from new Trello activity

Trello + Moxo

Send notifications of new Zendesk tickets within Moxtra

Premium

Zendesk + Moxo

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

- Reference ID
- Pre-configured Payload Info
Trigger
Instant
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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

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

Popular Moxo Integrations