Bulk Create Workspaces in Moxo from Google Sheets

With this integration, you can automate the task of starting Moxo workspaces in bulk from a list of users in Google Sheets using Zapier.

This article will guide you through the process of setting up this Zapier integration.

The pre-requisites required to get started are:

  • A Zapier Account.
  • A Moxo account with the appropriate plan.
  • A Moxo workspace template that has been created.
  • A Google Sheet that has been created, which contains the necessary user data.

If users listed in the Google Sheet are not already registered in Moxo, their name must be provided in the Google Sheet. If the workspace template involves multiple roles, the Google Sheet should contain user data for all the necessary roles.



Step 1: Login to Zapier  & Create a New Zap

Login to your Zapier account with your credentials and click on Create a Zap from scratch in your Zapier dashboard.

Step 2: Configure the Trigger

A Zap begins with a trigger, an event that sets the automation process in motion.

  1. In the Zap editor screen, click on the Trigger tile to launch the change trigger popup.
  2. Within the popup’s search bar, search and select Google Sheets as the trigger app. This will open a slide panel for further trigger configurations.
  3. In the App & Event section, choose New Spreadsheet Row (Team Drive) from the event dropdown. Click Continue to proceed. This event informs Zapier to initiate your Zap whenever a new row is filled in your spreadsheet.
  4. You'll be prompted to sign into your Google account if you haven't connected it before. Once you've connected your app, select the Google account you want to use with your Zap, which has access to the spreadsheet.

  5. Click Continue.


Step 3: Selecting the Spreadsheet

Select the drive from the drive dropdown where the spreadsheet resides. Additionally, select the appropriate spreadsheet and worksheet from the corresponding dropdowns. This is the spreadsheet from which the data will be retrieved. 

Click Continue to proceed.



Step 4: Testing the Trigger and Examining the Sample Payload

Click on the Test trigger to test the trigger. 

This provides sample data pulled from the spreadsheet, which will be utilized in the subsequent steps of this implementation guide.

Click Continue with selected record to proceed.


Step 5: Configure the Action

  1. A new popup will appear, prompting you to select the action app. Utilize the search bar to search and select Moxo as the action app. This will open a side panel for further action configuration.
  2. In the App & Event section, choose Start Flow Workspace from the event dropdown. This action will start a new flow workspace.
  3. Click Continue to proceed.
  4. You'll be prompted to sign into your Moxo account if you haven't connected it before. Once you've connected your app, select the Moxo account you want to use with your Zap and click Continue.



Step 6: Map data from Google Sheets to the Moxo Workspace

  1. Select the workspace template from the dropdown that you would like to start for the users in your Google sheet. 
  2. After selecting a workspace template, you will see a list of user information fields to fill in, based on the number of roles in the template. Click on any field to see the column headers in your Google Sheet. 
  3. Map the Google Sheet column headers to the user fields accordingly. 
  4. If the users in the Google Sheet are not registered in Moxo, you must map the column headers to their first and last name fields.
  5. Flow Name is a mandatory field. You can manually input a name or customize it to be dynamic using information from Google Sheets columns and static text.
  6. You can also fill in a custom Welcome Message. If this field is left empty, the welcome message configured in the workspace template will be sent by default. 
  7. To add additional users into the flow workspace, map the Member Email input field to the column containing email addresses of viewers.
  8. Once you are done filling in all the fields, click Continue.
  9. Once you are ready, click Publish. Zapier will take a few moments to complete the publishing process.



Step 7: Initiate the Zap Transfer

  1. Navigate to your Zapier dashboard page & click on the three dots corresponding to the Zap, which you previously created under Recent Zaps.
  2. Select Details from the context menu. Click on Transfer data on the side panel to initiate the zap transfer process.


Step 8: Select the Data to Transfer

  1. You can select the data rows which you would like to transfer to Moxo for flow workspace creation. Additionally, you have the flexibility to apply filters to the data or manually select specific rows to transfer.
  2. To efficiently select all rows, you can simply mark the checkbox next to the column headers and click the Select all option from the small popover menu.
  3. Once you are done, click Next.



Step 9: Final Review

  1. The final step of the implementation is to review the number of rows selected for transfer along with the source and destination apps.
  2. Click on Send data to initiate the transfer. The transfer could take some time to complete based on the amount of data being transferred.


Step 10: Deactivate the Zap

If you do not want the zap to run automatically whenever a new spreadsheet row is added or updated, you will need to deactivate the zap created once the integration is complete.



This integration may help you efficiently scale your operations by saving time in kicking off workspaces. 

If you come across any challenges or have further questions, please contact our support team.