Connect Moxo and Overloop.ai

Both apps 43Moxo 24Overloop.ai 19

• 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
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

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