Jotform + Moxo

Initiate Moxo flow conversations for new Jotform submissions

Save time and make your Jotform and Moxo workflow seamless by automatically starting a new flow conversation in Moxo whenever a submission is received in Jotform. This efficient process eliminates manual data entry and ensures you never miss out on important responses, helping you quickly engage with users and address their submissions. Optimize your customer interactions and improve response times with this effortless automation.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Start Flow Workspace
Start flow workspace from a flow template.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- Id Explain
- Zap Unique ID Label
Trigger
Instant
Try It
- Trigger Identifier
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

- Workspace TitleRequired
- Welcome Message
- Workspace Owner (Account Manager)Required
- Workspace MembersRequired
Action
Write
- Workspace IDRequired
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
Action
Write
- Workspace 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
Action
Write
- Assigned ClientRequired
- Purchase Order IDRequired
- Purchase Order NumberRequired
- Purchase Order Title in MoxoRequired
- Purchase Order Sub-Title in MoxoRequired
- Approval Button - Label
- Decline Button - Label
- Address
- Period
- UTR
Action
Write
- Purchase Order IDRequired
Action
Write
- TopicRequired
- Agenda
- Start TimeRequired
- End Time
- Time ZoneRequired
- Meeting Host User Entity Type
- Meeting Participants (Email)
- Meeting Participants (Unique ID)
- Meeting Binder
- Max Minutes Attendee Can Join Before Host
Action
Write
- Workspace IDRequired
- MessageRequired
Action
Write
- Flow NameRequired
- Welcome Message
- Description
- Reference ID
- Member Email
Action
Write
- Workspace IDRequired
Action
Search
- Intg Explain
- Reference IDRequired
Action
Search

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- 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
- Invite Explain
- Workspace IDRequired
- Member EmailRequired
- Create New Relationship?Required
Action
Write
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Display User ID
- Display User Phone Number
- Rm Explain
- Account ManagersRequired
Action
Write
- Workspace IDRequired
- Note NameRequired
- Note ContentRequired
- Editable byRequired
Action
Write
- TitleRequired
- Sub-TitleRequired
- ContentRequired
- Assigned ClientRequired
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
Action
Write
- Client Email (Identifier)Required
- Client First NameRequired
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm Explain
- Account ManagersRequired
Action
Write
- Client Email (Identifier)Required
Action
Write
- Invite Explain
- Meeting IDRequired
- Participant Email
- Participant Unique ID
Action
Write
- Workspace IDRequired
- Folder Name
- FileRequired
Action
Write
- Destination Workspace IDRequired
- E-Sign Title
- E-Sign Description
- Due in Days
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 EmailRequired
- Account Manager's EmailRequired
Action
Search

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

Similar apps

About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration

Related Zap Templates

Add steps in Moxo flow conversation for new Jotform submissions

Create new Moxo clients from new Jotform submissions

Update Moxo clients from new Jotform submissions

Jotform + Moxo

Initiate Moxo flow conversations for new Jotform submissions

New Submission

Assign Form

Invitation Message

Assignee Permission

Create Submission

Flow Button Clicked

Id Explain

Zap Unique ID Label

Transaction Completed

Trigger Identifier

Add Step in Flow Workspace

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

Complete Integration Flow Step

Create Group Workspace

Welcome Message

Create To-Do

Whether to use Content Library Template?

Description

Mark As Important?

Set A Due Date

Assign To

Create TransObject(Approval,Ack,File Req,Form,To-Do,Time Bookng)

Specify the object type

Description

Callback URL

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

Create Xero Purchase Order

Approval Button - Label

Decline Button - Label

Address

Period

UTR

Delete Xero Purchase Order

Schedule Meeting

Agenda

End Time

Meeting Host User Entity Type

Meeting Participants (Email)

Meeting Participants (Unique ID)

Meeting Binder

Max Minutes Attendee Can Join Before Host

Send Message

Start Flow Workspace

Welcome Message

Description

Reference ID

Member Email

Find Members by Workspace ID

Find Binder by Reference ID

Intg Explain

New Signed Document

Assign Prefilled Form

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Flow Updates

Id Explain

Zap Unique ID Label

Reference ID

Pre-configured Payload Info

Xero Purchase Order Completed

Add User to Workspace

Invite Explain

Create Client

Display User ID