Connect Magentrix and Moxo

Both apps 34Magentrix 10Moxo 24

• Trigger
  Entity Records Updated

  Triggers when a record in the entity of your choice is updated.

• Trigger
  New Document Added

  Triggers when a new document is added to the Magentrix document library.

• Trigger
  New Entity Records Added

  Triggers when a new record is added to the entity of your choice.

• Action
  Create Entity Record

  Creates a new record of your chosen Entity Type (for example a Contact or Account) and returns its ID.

• Action
  Delete Entity Record

  Deletes a record of your chosen Entity Type. Native Magentrix records go to the recycle bin for 30 days.

• Action
  Get Entity Record

  Returns one record of your chosen Entity Type by its ID.

• Action
  Update an Existing File

  Updates an existing document, attachment or Salesforce file — its details, or a new version from a public download link.

• Action
  Update Entity Record

  Updates fields on an existing record of your chosen Entity Type.

• Action
  Upload a New File

  Uploads a new file to the Magentrix document library, as a record attachment, or as a Salesforce file, from a public download link.

• Action
  Upsert Entity Record

  Creates a record of your chosen Entity Type, or updates the existing one whose match field (such as Email) has the same value.

• Trigger
  New Account

  Triggers when a new client account is created in Moxo.

• Trigger
  New User

  Triggers when a new user (team member or client) is added to Moxo.

• Action
  Add Data Table Record

  Adds a record to a data table.

• Action
  Cancel Flow

  Cancels a running flow.

• Action
  Complete Step

  Completes a step in a flow, optionally with a note.

• Action
  Create Account

  Creates a client account (company) in Moxo.

• Action
  Create Group Conversation

  Creates a group conversation with the given participants.

• Action
  Create User

  Creates an internal team member or an external (client) user in Moxo, optionally sending an invitation.

• Action
  Deactivate User

  Deactivates a Moxo user so they can no longer sign in.

• Action
  Get Account

  Returns one client account with its users.

• Action
  Get Action

  Returns one action with its status and assignees.

• Action
  Get Flow

  Returns one flow with its template, status and progress.

• Action
  Get User

  Returns one Moxo user by ID, with their name, email, kind, status, accounts and personas.

• Action
  List Accounts

  Returns the client accounts (companies) in your Moxo organization.

• Action
  List Conversations

  Returns your conversations.

• Action
  List Data Tables

  Returns your data tables with their columns.

• Action
  List Flows

  Returns flows, optionally filtered by status, template, account or search term.

• Action
  List Templates

  Returns the flow templates in your Moxo organization.

• Action
  Post Flow Chat Message

  Posts a chat message in a flow's conversation.

• Action
  Send Action

  Sends a standalone action (form, approval, acknowledgement, file request, to-do and more) to one or more people.

• Action
  Send Conversation Message

  Sends a message to a conversation.

• Action
  Start Flow

  Starts a new flow from a published Moxo template, optionally naming it and setting a due date.

• Action
  Update Account

  Updates a client account's name, domain or status.

• Action
  Update User

  Updates a Moxo user's profile: name, title, department, phone or account.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.