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Create integrations between Moxo and Xero to automate any workflow

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Moxo and Xero 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.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

  • Moxo triggers, actions, and search

    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
    • Reference ID

    • Pre-configured Payload Info

    Trigger
    Instant
    Try It
  • Moxo triggers, actions, and search

    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
moxo logo
moxo logo

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

  • Team Collaboration
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn moreHelp

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