Connect Moxo and PPM Express

Both apps 41Moxo 24PPM Express 17

• 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
  Idea Created

  Triggers when a Idea is created.

• Trigger
  Key Date Created

  Triggers when a Key Date is created.

• Trigger
  Key Date Updated

  Triggers when a Key Date is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Deleted

  Triggers when a Task is deleted.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Action
  Create Idea

  Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.

• Action
  Create Project

  Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.

• Action
  Create Project Key Date

  Creates a key date (milestone) on a PPM Express project and returns the new key date.

• Action
  Create Project Task

  Creates a task in a PPM Express project with the field values you supply.

• Action
  Delete Project Task

  Deletes a task from a PPM Express project.

• Action
  Update Idea

  Updates the field values of an existing idea in PPM Express and returns the updated idea.

• Action
  Update Project

  Updates the fields of an existing project, including custom fields, and returns the updated project.

• Action
  Update Project Key Date

  Updates the field values of an existing key date in a PPM Express project.

• Action
  Update Project Task

  Updates field values on an existing task in a PPM Express project and returns the updated task.

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