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 logoRetently

Moxo to Retently

1

Flow Button Clicked

Triggers when a button is clicked in an Approval/Acknowledgement/File Request/To-Do/Form/Time Booking flow step.
2

Transaction Completed

Triggers when a transaction is completed.
3

Flow Updates

Triggers when a flow or any of its steps is started, completed, or due date arrives.
4

Xero Purchase Order Completed

Triggers when a Xero Purchase Order is approved or declined in Moxo.
RetentlyMoxo logo

Retently to Moxo

1

Add Step in Flow Workspace

Adds a step in flow workspace.
2

Complete Integration Flow Step

Completes an Integration Flow Step that was set up by 'Add Step in Flow Workspace'.
3

Create Group Workspace

Creates a group workspace and adds users to it.
4

Create To-Do

Creates a To-Do in a workspace.
5

Create TransObject

Creates a TransObject (Approval, Acknowledgement, File Request, Form, To-Do, Time Booking) in a workspace.
6

Create Xero Purchase Order

Creates a Purchase Order in Moxo based on a Xero 'New Purchase Order' Trigger.
7

Delete Xero Purchase Order

Deletes a Purchase Order in Moxo based on a Xero 'New Purchase Order' with 'Deleted' status Trigger.
8

Schedule Meeting

Schedules a Moxo Meeting and invites participants to it.
9

Send Message

Sends a message to a workspace.
10

Start Flow Workspace

Starts flow workspace from a flow template.
11

Find Members by Workspace ID

Finds the binder members by workspace ID.
12

Find Binder by Reference ID

Finds the binder that has set a reference ID.
13

Add User to Workspace

Adds an existing user to a group workspace.
14

Create Client

Creates a new client user.
15

Create Note

Creates a Note in a workspace.
16

Create Transaction

Creates a Transaction in a workspace.
17

Create or Update Client

Updates an existing client or creates a new one if that client doesn't already exist.
18

Deactivate Client

Deactivates a client user.
19

Invite People to Meeting

Invites anyone to a previously scheduled Meeting.
20

Send File

Sends a file to a workspace.
21

Start E-Sign

Starts E-Sign via Signature copied from a template in Content-Library.
22

Update Client

Updates the client info and account managers for a client.
23

Find Direct Workspace

Finds a direct workspace between an account manager and a client.

Related blog posts

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