Connect Moxo and Perfit

Both apps 42Moxo 24Perfit 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 Contact

  Triggers when a new contact appears in your Perfit account.

• Action
  Add Interest to Contact

  Adds an existing interest to a Perfit contact without changing the contact's other interests.

• Action
  Create Custom Field

  Creates a custom field that Perfit contacts can store values in.

• Action
  Create Interest

  Creates a new Perfit interest that contacts can be tagged with.

• Action
  Create List

  Creates a new Perfit contact list.

• Action
  Create/Update Contact

  Adds a contact to a Perfit list, creating the contact if the email is new or updating it if it already exists.

• Action
  Delete Contact

  Deletes a Perfit contact.

• Action
  Delete Interest

  Deletes a Perfit interest.

• Action
  Delete List

  Deletes a Perfit list.

• Action
  Find Contact

  Finds a Perfit contact by email address.

• Action
  Find Interest

  Finds a Perfit interest by name.

• Action
  Find List

  Finds a Perfit list by name.

• Action
  Get Campaign Metrics

  Returns sent, delivered, opened, clicked, bounced and unsubscribed counts for a Perfit campaign.

• Action
  Get Contact

  Returns one Perfit contact, with its lists, interests and custom fields.

• Action
  Get List

  Returns one Perfit list with its contact counts.

• Action
  Rename List

  Renames an existing Perfit list.

• Action
  Unsubscribe Contact

  Marks a Perfit contact as unsubscribed so it receives no further emails. This cannot be undone through the API.

• Action
  Update Contact

  Updates an existing Perfit contact's name, gender or language.

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