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Automations

 

Moxo's Flow Automations provide a powerful and efficient way to streamline business processes by integrating Moxo with external systems. By leveraging automations, users can send data to third-party applications whenever specific actions are completed within a Moxo flow. Automations can be configured within the flow template builder or directly in a live flow workspace, whether you are creating a new flow or updating an existing one.

 

Webhook Automation in Moxo Flow Workspaces

Moxo's Webhook Flow automation enables seamless integration with third-party platforms, allowing you to automate tasks and streamline workflows across different systems. Flow webhook automations can be used to trigger sending a real-time notification, payload of data to a designated endpoint on another platform, or to start a Moxo flow workspace based on input from an external system. This streamlines operations and keeps workflows in sync across different systems.



Why Implement Webhook Automations

  • Seamless Cross-Platform Automation: Webhooks facilitate direct integration between Moxo and external systems, ensuring that actions completed in external systems automatically trigger required workflows in Moxo, or completion of actions in Moxo flow workspaces trigger activities in external platforms.
  • Enhanced Efficiency: By automating the creation and management of flow workspaces, webhooks reduce the need for manual processes, saving time and minimizing errors.
  • Tailored Triggers: Customize the triggers in your external systems to initiate specific workflows in Moxo, aligned with your business processes.

 

Incoming Webhooks

Incoming webhooks automations enable seamless creation of Moxo flow workspaces when an action is completed in an external system - like filling out a form on a website, updating details in a CRM, or any other platform that supports webhook functionality.

 

Accessing Incoming Webhooks 

Each flow workspace template in Moxo is assigned a unique webhook URL. This URL can be used by external systems to automatically trigger the creation of a flow workspace in Moxo, based on something that happens in a third party platform. This helps ensure that workflows are initiated seamlessly and without manual intervention.

 

To configure an Incoming Webhook Automation in a flow workspace template:

 

  1. In the Flow template builder, click on Details in the left panel.

 

 

  1. Select Webhooks from the options listed.

 



  1. Next, click on Configurations.



  1. A Configurations tab will open up. Then click Enable to activate the webhook automation.

 

  1. Once the webhook configuration is active, fill in the Required Details:

 

 

    • Enter the Webhook URL.
    • Provide the necessary authentication details.
    • Choose the appropriate Authentication Type (Optional) from the available options (Input the Username and Password if required).

 

6. After entering all the necessary details, click on Save to apply the configuration.

7. Finally, click Save on the top right corner of the flow template builder to save the automation in the template.

 

 

Once configured, the incoming webhook will automatically trigger the creation of a flow workspace whenever it receives data from external systems.



Outgoing Webhooks

Outgoing webhooks are integral to Flow Automations. These are configured within a flow to trigger external systems or processes once a specific action within the flow is completed. 



Setting up Outgoing Webhook Automation 

To streamline your business processes, you can set up outgoing webhook automations that trigger activity in an external system upon the completion of a specific action in a flow workspace. This can be particularly useful when you want to integrate with third-party platforms like CRM systems, data, contact management tools, and much more. 

 

To add an Outgoing Webhook Automation while creating a Flow Workspace Template in the Library:

 

  1. In the flow builder, click on Automations.

 





  1. Click + Add Automation.

 

  1. Select the action within the flow that should trigger the Webhook automation.

 

 

  1. Under the available automation options, select Webhook.

 

 

  1. Configure your webhook details.

 

 

  • Webhook URL: Enter the URL of the webhook endpoint where the data will be sent.
  • Headers: Input any required headers for the webhook request, such as content-type or custom headers.
  • Payload: Provide any additional data that needs to be sent as part of the request. 
  • Enable Authentication (Optional): If authentication is required, enable Basic Authentication, depending on the third-party platform’s requirements.

 

6. Once all details are filled out, you can click Test to verify that the webhook is functioning as expected. Alternatively, if you prefer to skip the test, you can directly click Save to activate the automation.

 

7. Then, click on Add Automation.

 

8. Finally, click Save on the top right corner of the flow builder to save the automation in the template.

 

 

Your automation is now configured!