Integrate Moxo with Retently
Trigger NPS/CSAT surveys after client interactions or transaction completions, sync client interaction data and workspace details with Retently, and use survey feedback to enhance workflow processes and client management strategies.
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About Moxo
Moxo facilitates workflow automation, allowing users to create workspaces, manage transactions, and handle client interactions. It supports steps in processes for approvals, requests, and scheduling meetings.
Moxo to Retently
Flow Button Clicked
Triggers when a button is clicked in an Approval/Acknowledgement/File Request/To-Do/Form/Time Booking flow step.Transaction Completed
Triggers when a transaction is completed.Flow Updates
Triggers when a flow or any of its steps is started, completed, or due date arrives.Xero Purchase Order Completed
Triggers when a Xero Purchase Order is approved or declined in Moxo.Retently to Moxo
Add Step in Flow Workspace
Adds a step in flow workspace.Complete Integration Flow Step
Completes an Integration Flow Step that was set up by 'Add Step in Flow Workspace'.Create Group Workspace
Creates a group workspace and adds users to it.Create To-Do
Creates a To-Do in a workspace.Create TransObject
Creates a TransObject (Approval, Acknowledgement, File Request, Form, To-Do, Time Booking) in a workspace.Create Xero Purchase Order
Creates a Purchase Order in Moxo based on a Xero 'New Purchase Order' Trigger.Delete Xero Purchase Order
Deletes a Purchase Order in Moxo based on a Xero 'New Purchase Order' with 'Deleted' status Trigger.Schedule Meeting
Schedules a Moxo Meeting and invites participants to it.Send Message
Sends a message to a workspace.Start Flow Workspace
Starts flow workspace from a flow template.Find Members by Workspace ID
Finds the binder members by workspace ID.Find Binder by Reference ID
Finds the binder that has set a reference ID.Add User to Workspace
Adds an existing user to a group workspace.Create Client
Creates a new client user.Create Note
Creates a Note in a workspace.Create Transaction
Creates a Transaction in a workspace.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.Invite People to Meeting
Invites anyone to a previously scheduled Meeting.Send File
Sends a file to a workspace.Start E-Sign
Starts E-Sign via Signature copied from a template in Content-Library.Update Client
Updates the client info and account managers for a client.Find Direct Workspace
Finds a direct workspace between an account manager and a client.
Alex Bitca
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