Moxo Integrations

Name: Zapier
Availability: InStock

Put Moxo to work with AI and enterprise-grade automation

Automate smarter with Moxo and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Salesforce

CRM (Customer Relationship Management)

monday.com

Project Management

CASEpeer

CRM (Customer Relationship Management)

OnceHub

Scheduling & Booking

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

PandaDoc

Documents

Gmail

Email, Google

ActiveCampaign

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

monday.com

Project Management

CASEpeer

CRM (Customer Relationship Management)

OnceHub

Scheduling & Booking

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Salesforce

CRM (Customer Relationship Management)

monday.com

Project Management

CASEpeer

CRM (Customer Relationship Management)

OnceHub

Scheduling & Booking

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

PandaDoc

Documents

Gmail

Email, Google

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Moxtra messages from new Asana tasks
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Asana + Moxo
Create Moxtra messages from new Trello activity
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Trello + Moxo
Send notifications of new Zendesk tickets within Moxtra
Premium
Details
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Zendesk + Moxo
Send notifications in Moxtra for new Pipedrive deals
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Pipedrive + Moxo
Send notifications in Moxtra for new Dropbox files
Details
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Dropbox + Moxo
Send notifications in Moxtra of new Stripe charges
Details
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Stripe + Moxo

Create Moxtra messages from new Asana tasks

Details

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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

Details

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Zendesk + Moxo

Send notifications in Moxtra for new Pipedrive deals

Details

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Pipedrive + Moxo

Send notifications in Moxtra for new Dropbox files

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Dropbox + Moxo

Send notifications in Moxtra of new Stripe charges

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Stripe + Moxo

Create Moxtra to-dos from new WooCommerce orders

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WooCommerce + Moxo

Get new Office 365 Emails in Moxtra

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Microsoft Office 365 + Moxo

Send notifications of new employees in People HR as Moxtra messages

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People HR + Moxo

Send Moxtra messages for new deals in Pipedrive

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Pipedrive + Moxo

Send messages on Moxtra from new emails matching searches on Gmail [Business Gmail Accounts Only]

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Gmail + Moxo

Send messages on Moxtra for new files in a folder on Google Drive

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Google Drive + Moxo

Create Moxtra to-dos from new WooCommerce orders
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WooCommerce + Moxo
Get new Office 365 Emails in Moxtra
Details
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Microsoft Office 365 + Moxo
Send notifications of new employees in People HR as Moxtra messages
Details
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People HR + Moxo
Send Moxtra messages for new deals in Pipedrive
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Pipedrive + Moxo
Send messages on Moxtra from new emails matching searches on Gmail [Business Gmail Accounts Only]
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Gmail + Moxo
Send messages on Moxtra for new files in a folder on Google Drive
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Google Drive + Moxo

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
- Flow Template Folder
- Moxo Flow Template
  Required
Trigger
Instant
Try It
- Trigger Identifier
Trigger
Instant
Try It
- Specify the way to locate Flow Workspace
  Required
- Binder Reference/Flow Workspace ID
  Required
- Specify the step type
  Required
- Moxo Content-Library Folder
- Moxo Content-Library
  Required
- Step Title
- Step Reference ID
- Is it to add step to the end of flow?
- Step Order Number in the Flow if not to the end of flow
- Step Description
- Due in Days
- Skipped Weekends for 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
- 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
- Title
  Required
- Sub-Title
  Required
- Content
  Required
- Assigned Client
  Required
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
Action
Write

- Client Email (Identifier)
  Required
- Client First Name
  Required
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
  Required
Action
Write
- Workspace ID
  Required
- Specify the object type
- Moxo Content-Library Folder
- Moxo Content-Library
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for 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
- Purchase Order ID
  Required
Action
Write
- Invite_explain
- Meeting ID
  Required
- Participant Email
- Participant Unique ID
Action
Write
- Workspace ID
  Required
- Folder Name
- File
  Required
Action
Write
- Destination Workspace ID
  Required
- E-Sign Title
- E-Sign Description
- Due in Days
Action
Write
- Flow Name
  Required
- Welcome Message
- Description
- Reference ID
- Member Email
Action
Write
- Workspace ID
  Required
Action
Search
- Intg_explain
- Reference ID
  Required
Action
Search

- 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
- 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?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace ID
  Required
- Specify the object type
- Transobject Title
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for 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
- Purchase Order Title in Moxo
  Required
- Purchase Order Sub-Title in Moxo
  Required
- Approval Button - Label
- Decline Button - Label
- Address
- Period
- UTR
Action
Write
- Client Email (Identifier)
  Required
Action
Write
- File (Download) URL
  Required
Action
Write
- Topic
  Required
- Agenda
- Start Time
  Required
- End Time
- Time Zone
  Required
- Meeting Host User Entity Type
- Meeting Participants (Email)
- Meeting Participants (Unique ID)
- Meeting Binder
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace ID
  Required
- Message
  Required
Action
Write
- Flow Template Folder
  Required
- Moxo Flow Template
  Required
- Role_user_explain
- Flow Name
  Required
- Workspace Owner
- Welcome Message
- Description
- Reference ID
Action
Write
- Client Email (Identifier)
  Required
- Client First Name
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
Action
Write
- Conv_explain
- Client's Email
  Required
- Account Manager's Email
  Required
Action
Search

Moxo Help & Support

Common questions

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Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Moxo

Moxo is a OneStop Client Interaction Hub.

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Related categories

Team Collaboration

Moxo Integrations

Put Moxo to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Moxtra messages from new Asana tasks

Create Moxtra messages from new Trello activity

Send notifications of new Zendesk tickets within Moxtra

Send notifications in Moxtra for new Pipedrive deals

Send notifications in Moxtra for new Dropbox files

Send notifications in Moxtra of new Stripe charges

Create Moxtra messages from new Asana tasks

Create Moxtra messages from new Trello activity

Send notifications of new Zendesk tickets within Moxtra

Send notifications in Moxtra for new Pipedrive deals

Send notifications in Moxtra for new Dropbox files

Send notifications in Moxtra of new Stripe charges