Connect Moxo and Zenlist

Both apps 38Moxo 24Zenlist 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 and Updated Chat Messages

  Triggers when a client chat message is created or changed in Zenlist.

• Action
  Create a Client Invitation

  Sends a new client invitation from an agent to a client by email, and returns the created invitation.

• Action
  Get agent

  Returns a Zenlist agent by ID, including name, MLS details, contact info and linked account.

• Action
  Get chat message

  Returns a single client chat message by its Zenlist ID.

• Action
  Get client

  Returns a Zenlist client by ID, including name, contact details and assigned agent.

• Action
  Get client invitation

  Returns a client invitation by its Zenlist ID, including its state, invitee details and the inviting agent.

• Action
  Get event

  Returns a single client activity event (listing view, save, tour request, note, saved search or new session) by its Zenlist ID.

• Action
  Get message counts

  Returns the total number of unread chat messages across all conversations for an agent, identified by their MLS member ID.

• Action
  Get search

  Returns a saved client search by its Zenlist ID.

• Action
  List agents

  Returns the list of agents your Zenlist partner key has access to.

• Action
  List chat messages

  Returns the client chat messages your Zenlist account has access to.

• Action
  List client invitations

  Returns the client invitations your Zenlist key has access to, with their state, invitee contact details and agent.

• Action
  List events

  Returns the client events your Zenlist key has access to, such as listing views, saved listings, tour requests, notes, saved searches and new sessions.

• Action
  List searches

  Returns the saved searches this Zenlist API key has access to, with each search's id and creation time.

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