Moxo + Salesforce

Create Salesforce contacts from updated flows in Moxo

Save time and streamline your workflow by using this integration between Moxo and Salesforce. When updates occur in Moxo, this efficient automation swiftly creates a new contact within Salesforce, ensuring your client database remains updated. This effortless solution helps you stay organized and manage your contacts efficiently, freeing you up to focus on other important areas of your business.

Save time and streamline your workflow by using this integration between Moxo and Salesforce. When updates occur in Moxo, this efficient automation swiftly creates a new contact within Salesforce, ensuring your client database remains updated. This effortless solution helps you stay organized and manage your contacts efficiently, freeing you up to focus on other important areas of your business.

  1. When this happens...
    MoxoMoxo
    Flow Updates

    Triggers when a flow or any of its steps is started, completed, or due_date_arrive.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • Id Explain

    • Zap Unique ID Label

    • 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
    • Specify the way to locate Flow WorkspaceRequired

    • 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 IDRequired

    Action
    Write
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moxo logo

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

  • Team Collaboration
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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