Pipedrive integration with Moxo
How to Send notifications in Moxtra for new Pipedrive deals
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send notifications in Moxtra for new Pipedrive deals" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Moxo integrations
Moxo actions
Nekton can use any feature that is available in Moxo API.
Using our advanced AI, you can easily create custom automations for Moxo.
Here are some typical actions you can do in your automated workflows.
Add Step in Flow Conversation
Add a step in flow conversation.
Complete Integration Flow Step
Complete an Integration Flow Step that was setup by "Add Step in Flow Conversation".
Create Group Conversation
Creates a group conversation and add users to it.
Create To-Do
Creates a To-Do in a conversation.
Create TransObject (Approval,Acknowledgement,File Request,Form)
Creates a TransObject (Approval, Acknowledgement, File Request, Form) in a conversation.
Create Xero Purchase Order
Creates a Purchase Order in Moxtra based on a Xero 'New Purchase Order' Trigger.
About Moxo
Moxo is a OneStop Client Interaction Hub.