Moxo's Flow Automations offer a powerful and seamless way to streamline business operations by integrating external systems with Moxo flow workspaces. These automations allow users to automatically trigger actions, send data, or sync information with 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 (creating a new flow or updating an existing one). By automating key tasks, Moxo reduces manual work, eliminates errors, and accelerates your workflows, ultimately driving efficiency and productivity.
What are Flow Automations?
Flow automations within Moxo refer to the integration of third-party applications and systems directly with Moxo flow workspaces. When a specific action or event occurs in one of these external platforms, it can trigger a corresponding action or workflow within Moxo. These automations are configured within the flow template builder, or directly in a live flow workspace, to create advanced, blended workflows that span across various systems.
By connecting your flow to popular tools in CRM, invoicing, project management, communication, and file storage, Moxo enables automated, cross-platform workflows that save time and streamline operations.
How do Flow Automations help?
Seamless Integration: Flow automations allow for real-time data synchronization or action between Moxo and external systems. For instance, when a new file is uploaded to Dropbox, it can automatically trigger a task in your Moxo flow, ensuring that all team members are notified and no steps are missed.
Increased Efficiency: Automating tasks reduces manual intervention and speeds up processes. Instead of manually transferring data between platforms, Moxo Flow automations make sure information flows effortlessly between systems, reducing the time spent on repetitive tasks.
Error Reduction: Manual data entry is prone to errors, but with flow automations, data is automatically passed between systems without the risk of transcription mistakes, ensuring more accurate and reliable workflows.
Customizable Triggers: You can tailor the automation triggers in your external systems to match your specific business processes. This flexibility ensures that your workflows are aligned with your operational needs, helping you achieve more personalized and effective automation.
Integration with External Systems
Moxo supports a wide range of external systems across various business categories, helping users automate workflows in CRM, invoicing, project management, file storage, and communication systems.
Google Sheets: Google Sheets is a powerful tool for managing data. Moxo's integration with Google Sheets streamlines data management by automating tasks such as creating rows or columns in spreadsheets, without needing to manually sync data between systems. Click here to learn more about Moxo's Google Sheets automation.
Jira: Jira is one of the most widely used tools for project management and issue tracking. Teams can track projects and tasks in JIRA while Moxo streamlines workflows, allowing users to create tickets, add comments, and update issue statuses directly from a workflow or workspace. This triggers actions within Moxo, ensuring that your project management workflows are always in sync with your team’s activities in Jira. Click here to learn more about Moxo's JIRA automation.
Dropbox:The Dropbox integration in Moxo allows users to automate file uploads whenever a specific action is completed in a workflow. By integrating Dropbox, users can seamlessly manage files, ensuring they are automatically organized in designated folders. This is useful for document-heavy workflows, where storing and accessing files is a critical part of the process. Click here to learn more about Moxo's Dropbox automation.
Box: Box is another robust file storage and management system, often used by enterprises for secure file sharing. Similar to Dropbox, Moxo’s Box integration automates file management workflows by storing files that are stored in designated Box folders whenever specific actions are completed in Moxo flow workspaces. This automation simplifies file management by automatically organizing and storing documents in Box. Click here to learn more about Moxo's Box automation.
Gmail: Gmail is widely used for email communication. Moxo’s Gmail Automation streamlines processes by automatically sending emails triggered by specific actions within a workflow. With this capability, users can automate essential email tasks, such as sending personalized email triggers, setting up template responses, and scheduling follow-up reminders - all without manual intervention. This integration streamlines your communication management and ensures that no customer inquiry is missed. Click here to learn more about Moxo's Gmail automation.
Outlook: Outlook is a core communication tool for many businesses. Moxo’s Outlook integration streamlines communication by automating essential email tasks, enhancing efficiency and personalization. This automation allows businesses to trigger emails based on specific actions, such as confirming a sale or acknowledging a payment. By enabling personalized email triggers and template-based responses, this automation becomes a helpful tool for managing updates via email. Click here to learn more about Moxo's Outlook automation.
Slack: Slack is a leading team communication and collaboration tool. With Moxo's integration with Slack, users can automatically send messages to specific Slack channels, projects, or individuals whenever tasks are assigned or updated. Messages can be personalized to meet team needs, triggering automations at key places in the flow. Click here to learn more about Moxo's Slack automation.
Moxo’s Flow Automations empower you to further automate and streamline the orchestration of your business processes, ensuring faster and more accurate results.
Outgoing Webhooks
Outgoing webhooks play a pivotal role in Moxo's Flow Automations by enabling seamless communication between Moxo and external systems. Once a specific action is completed within a Moxo flow workspace, an outgoing webhook can be triggered to initiate processes or activities in third-party platforms. This powerful feature enhances automation by enabling Moxo to interact with external systems, such as CRM platforms.
Setting Up an Outgoing Webhook Automation
Configuring outgoing webhook automations within Moxo is simple and customizable. You can set up an outgoing webhook to trigger a specific activity in an external system upon the completion of an action in a flow workspace.
To add an Outgoing Webhook Automation while creating a Flow Workspace Template in the Library:
- Once you are in the flow builder, locate the desired flow step where you need the automation to be added.
- Drag and drop Automations from the left-hand panel under Control, or click the + button between action steps in the flow and select Automation.
- Go to Automation and select Webhook from the given automation systems.
- Fill in the automation details- App and Event (as send a webhook) and click Next to proceed.
- Fill in the input 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.
- 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.
- Then, click on Add Automation.
- Finally, click Save on the top right corner of the flow builder to save the automation in the template.
Your automation is now configured!