Skip to content

Moxo Integrations

Team Collaboration

Do more with Moxo integrations

Zapier lets you connect Moxo with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Or pick an app to pair with arrow pointing down

Google Drive

File Management & Storage, Google

PandaDoc

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Coda

Jira Software Cloud

Project Management

Microsoft Outlook

Calendar, Email, Microsoft

Follow Up Boss

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Google Drive

File Management & Storage, Google

PandaDoc

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Coda

Jira Software Cloud

Project Management

Google Drive

File Management & Storage, Google

PandaDoc

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Coda

Jira Software Cloud

Project Management

Microsoft Outlook

Calendar, Email, Microsoft

Follow Up Boss

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Sign up with Google

Quickly automate Moxo integrations with Zapier's templates

Start flow conversations in Moxo from updated rows in Microsoft Excel
Details
Try it
Microsoft Excel + Moxo
Initiate Moxo flow conversations for new Jotform submissions
Details
Try it
Jotform + Moxo
Create Moxtra messages from new Asana tasks
Details
Try it
Asana + Moxo
Create Moxtra messages from new Trello activity
Details
Try it
Trello + Moxo

Send notifications of new Zendesk tickets within Moxtra
Premium
Details
Try it
Zendesk + Moxo

Send notifications in Moxtra for new Pipedrive deals
Details
Try it
Pipedrive + Moxo

Start flow conversations in Moxo from updated rows in Microsoft Excel

Microsoft Excel + Moxo

Initiate Moxo flow conversations for new Jotform submissions

Jotform + Moxo

Create Moxtra messages from new Asana tasks

Asana + Moxo

Create Moxtra messages from new Trello activity

Trello + Moxo

Send notifications of new Zendesk tickets within Moxtra

Premium

Zendesk + Moxo

Send notifications in Moxtra for new Pipedrive deals

Pipedrive + Moxo

Supported triggers and actions

- 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

- 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 Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

Team Collaboration