Integrate Filevine with Moxo to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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How Zapier works
Zapier makes it easy to integrate Filevine with Moxo - no code necessary. See how you can get setup in minutes.
Select a trigger from Filevine
A trigger is an event that starts your Zap and runs the workflow. For example, with Filevine, a trigger could be "New Event."
Setup an action from Moxo
An action is what takes place after the automation is triggered. For example, with Moxo, the action could be "Add Step in Flow Workspace."
That’s it! You just connected Filevine to Moxo
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Connect Filevine and Moxo 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.
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Choose a Trigger
Start here
Start here
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.
- EventRequired
- Load additional data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- FirstNameRequired
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project TypeRequired
- ProjectNameRequired
- ContactRequired
- IncidentDate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project TypeRequired
- NameRequired
- ProjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project TypeRequired
- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- FirstNameRequired
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Id_explain
- Zap Unique ID Label
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specify the way to locate Flow WorkspaceRequired
- Specify the step type
- Step Reference ID
- Is it to add step to the end of flow?
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Step Reference IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace TitleRequired
- Welcome Message
- Workspace Owner (Account Manager)Required
- Workspace MembersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Specify the object type
- Description
- Callback URL
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned ClientRequired
- Purchase Order IDRequired
- Purchase Order NumberRequired
- Workspace TitleRequired
- Sub-TitleRequired
- Approval Button Label
- Decline Button Label
- Address
- Period
- UTR
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TopicRequired
- Agenda
- Start TimeRequired
- End Time
- Time ZoneRequired
- Meeting Host User Entity Type
- Workspace MembersRequired
- Participant Unique ID
- Conversation IDRequired
- Max Minutes Attendee Can Join Before Host
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Flow NameRequired
- Welcome Message
- Reference ID
- Workspace MembersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Intg_explain
- Step Reference IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- ProjectRequired
- Project TypeRequired
- CollectionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
- ProjectNameRequired
- IncidentDate
- Description
- Case Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- Project TypeRequired
- ProjectNameRequired
- ContactRequired
- IncidentDate
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Id_explain
- Zap Unique ID Label
- Reference ID
- Pre-configured Payload Info
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Xero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invite_explain
- Conversation IDRequired
- Member EmailRequired
- Create New Relationship?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Display User ID
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- NameRequired
- Note ContentRequired
- Editable byRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace TitleRequired
- Sub-TitleRequired
- Note ContentRequired
- Assigned ClientRequired
- Approval Button Label
- Decline Button Label
- Trigger Identifier
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client EmailRequired
- Client First NameRequired
- Client Last NameRequired
- Display User ID
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invite_explain
- Meeting IDRequired
- Workspace MembersRequired
- Participant Unique ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Folder
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Destination Workspace IDRequired
- Workspace TitleRequired
- Description
- Due in Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client EmailRequired
- Client First NameRequired
- Client Last NameRequired
- Display User ID
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conv_explain
- Client's EmailRequired
- Account Manager's EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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