Connect Moxo and WellnessLiving

Both apps 38Moxo 24WellnessLiving 14

• 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 Client

  Triggers when a new active client appears in a WellnessLiving business; delivers the client's user key.

• Action
  Add client profile

  Creates a new client profile in your WellnessLiving business with the given name, contact details and personal information, and returns the new client's user key.

• Action
  Add to Client Group

  Adds a WellnessLiving client to a client group.

• Action
  Create Lead Profile

  Creates a new lead or client profile in a WellnessLiving business and returns its user key.

• Action
  Get Appointment

  Returns the details of a WellnessLiving appointment: its date, duration, location and service.

• Action
  Get Client

  Returns a WellnessLiving client's name, email address and profile photo.

• Action
  List Client Debts

  Returns the outstanding client debts of a WellnessLiving business within a date range.

• Action
  List Client Groups

  Returns the client groups defined in a WellnessLiving business.

• Action
  List Client Purchases

  Returns the items a WellnessLiving client has purchased, such as passes, memberships and packages.

• Action
  List Locations

  Returns the locations of a WellnessLiving business, with each location's name, address and contact details.

• Action
  List Staff Members

  Returns the staff members of a WellnessLiving business.

• Action
  Remove From Client Group

  Removes a WellnessLiving client from a client group.

• Action
  Search Class Sessions

  Returns the class sessions a WellnessLiving business has scheduled within a date range.

• Action
  Update Client Profile

  Updates one system or custom profile field on a WellnessLiving client.

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