Connect Moxo and Ometria

Both apps 42Moxo 24Ometria 18

• 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.

• Trigger
  New Order

  Triggers when a new order appears in Ometria.

• Action
  Create or Update Contact

  Creates a contact in Ometria, or updates it when a contact with the same ID already exists in the collection.

• Action
  Create or Update Product

  Creates a product in Ometria, or updates it when a product with the same ID already exists.

• Action
  Get Contact

  Returns one contact from an Ometria contact collection.

• Action
  Get List

  Returns one Ometria list (saved segment) by its ID.

• Action
  Get Order

  Returns one order from Ometria by its order ID.

• Action
  Get Product

  Returns one product from Ometria by its product ID.

• Action
  Get Profile

  Returns one Ometria customer profile by its profile ID.

• Action
  List Contact Collections

  Returns the contact collections in Ometria with the number of contacts in each.

• Action
  List Contacts

  Returns the contacts in one Ometria contact collection.

• Action
  List Custom Events

  Returns custom events recorded in Ometria, optionally of one event type.

• Action
  List List Members

  Returns the customer profiles in one Ometria list.

• Action
  List Lists

  Returns the lists (saved segments) in Ometria.

• Action
  List Orders

  Returns orders from Ometria, optionally filtered by customer.

• Action
  List Products

  Returns products from Ometria's product catalog.

• Action
  List Unsubscribes

  Returns email and SMS unsubscribe events in a time range.

• Action
  Send Transactional Email

  Sends a transactional email to one recipient through Ometria, from your own HTML/text or an Ometria template.

• Action
  Track Custom Event

  Records a custom event for a customer in Ometria.

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