Moxo and Salesflare
How to connect Moxo
- Via Zapier — 31 operations available. Set it up ↗
What you can automate
- When transaction Completed in Moxo, create opportunity, then find or create contact in Salesflare.
- When xero Purchase Order Completed in Moxo, create opportunity, then find or create contact in Salesflare.
- When new Task in Salesflare, create To-Do in Moxo.
About Moxo
Moxo is a OneStop Client Interaction Hub.
Moxo operations on Zapier
Triggers (4)
Start a workflow when this happens
- Flow Button Clicked — Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do/Form/Time Booking flow step.
- Flow Updates — Triggers when a flow or any of its steps is started, completed, or due_date_arrive.
- Transaction Completed — Trigger when a transaction is completed.
- Xero Purchase Order Completed — Trigger when a Xero Purchase Order is approved or declined in Moxo.
Actions (24)
Things Salesflare can make it do
- Add Step in Flow Workspace - Deprecated — Add a step in flow workspace. - Deprecated
- Add User to Workspace — Add an existing user to a group workspace.
- Add a Step in Flow Workspace — Add a step in flow workspace.
- Complete Integration Flow Step — Complete an Integration Flow Step that was setup by "Add Step in Flow Workspace".
- Create Client — Creates a new client user.
Show 19 more actions
- Create Group Workspace — Creates a group workspace and add users to it.
- Create Note — Creates a Note in a workspace.
- Create To-Do — Creates a To-Do in a workspace.
- Create TransObject - Deprecated — Creates a TransObject (Approval, Acknowledgement, File Request, Form, PDF Form, To-Do, Time Booking) in a workspace.
- Create TransObject(Aprv,Ack,File Req,Form,PDF Fom,To-Do,Time Bk) — Creates a TransObject (Approval, Acknowledgement, File Request, Form, PDF Form, To-Do, Time Booking) in a workspace.
- Create Transaction — Creates a Transaction in a workspace.
- Create Xero Purchase Order — Creates a Purchase Order in Moxo based on a Xero 'New Purchase Order' Trigger.
- Create or Update Client — Updates an existing client or creates a new one if that client doesn't already exist.
- Deactivate Client — Deactivates a client user.
- Delete Xero Purchase Order — Deletes a Purchase Order in Moxo based on a Xero 'New Purchase Order' with 'Deleted' status Trigger.
- Download File — Download a file that can be uploaded in Zapier.
- Invite People to Meeting — Invite anyone to a previously scheduled Meeting.
- Schedule Meeting — Schedule a Moxo Meeting and invite participants to it.
- Send File — Sends a file to a workspace.
- Send Message — Sends a message to a workspace.
- Start E-Sign — Start E-Sign via Signature copied from a template in Content-Library.
- Start Flow Workspace — Start flow workspace from a flow template.
- Start Flow Workspace - Deprecated — Start flow workspace from a flow template. - Deprecated
- Update Client — Updates the client info and account managers for a client.
Searches (3)
Look up existing records
- Find Binder by Reference ID — Finds the binder that has set a reference_id".
- Find Direct Workspace — Finds a direct workspace between an account manager and a client.
- Find Members by Workspace ID — Finds the binder members by workspace id".
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