Connect Moxo and Wheelbase

Both apps 44Moxo 24Wheelbase 20

• 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 Customer

  Triggered when a new customer is created or a marketplace guest books with the dealer.

• Trigger
  New Message

  Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.

• Trigger
  New or Updated Reservation

  Triggers when a reservation is created or updated in Wheelbase.

• Trigger
  New Rental

  Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.

• Action
  Approve booking

  Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.

• Action
  Cancel booking

  Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.

• Action
  Create Customer

  Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.

• Action
  Create Reservation

  Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.

• Action
  Decline booking

  Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.

• Action
  Find a Customer

  Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.

• Action
  Find a Rental

  Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.

• Action
  Get booking

  Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.

• Action
  Get listing

  Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.

• Action
  List booking payments

  Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.

• Action
  List bookings

  Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.

• Action
  List locations

  Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.

• Action
  Update customer

  Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.

• Action
  Update listing

  Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.

• Action
  Update Reservation

  Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.

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