Integrate Moxo with Retently
Trigger NPS/CSAT surveys after client interactions or transaction completions, sync client interaction data and workspace details with Retently, and use survey feedback to enhance workflow processes and client management strategies.
Start Free Trial
About Moxo
Moxo facilitates workflow automation, allowing users to create workspaces, manage transactions, and handle client interactions. It supports steps in processes for approvals, requests, and scheduling meetings.
Moxo to Retently
Flow Button Clicked
Triggers when a button is clicked in an Approval/Acknowledgement/File Request/To-Do/Form/Time Booking flow step.Transaction Completed
Triggers when a transaction is completed.Flow Updates
Triggers when a flow or any of its steps is started, completed, or due date arrives.Xero Purchase Order Completed
Triggers when a Xero Purchase Order is approved or declined in Moxo.
Retently to Moxo
Add Step in Flow Workspace
Adds a step in flow workspace.Complete Integration Flow Step
Completes an Integration Flow Step that was set up by 'Add Step in Flow Workspace'.Create Group Workspace
Creates a group workspace and adds users to it.Create To-Do
Creates a To-Do in a workspace.Create TransObject
Creates a TransObject (Approval, Acknowledgement, File Request, Form, To-Do, Time Booking) in a workspace.Create Xero Purchase Order
Creates a Purchase Order in Moxo based on a Xero 'New Purchase Order' Trigger.Delete Xero Purchase Order
Deletes a Purchase Order in Moxo based on a Xero 'New Purchase Order' with 'Deleted' status Trigger.Schedule Meeting
Schedules a Moxo Meeting and invites participants to it.Send Message
Sends a message to a workspace.Start Flow Workspace
Starts flow workspace from a flow template.Find Members by Workspace ID
Finds the binder members by workspace ID.Find Binder by Reference ID
Finds the binder that has set a reference ID.Add User to Workspace
Adds an existing user to a group workspace.Create Client
Creates a new client user.Create Note
Creates a Note in a workspace.Create Transaction
Creates a Transaction in a workspace.Create or Update Client
Updates an existing client or creates a new one if that client doesn't already exist.Deactivate Client
Deactivates a client user.Invite People to Meeting
Invites anyone to a previously scheduled Meeting.Send File
Sends a file to a workspace.Start E-Sign
Starts E-Sign via Signature copied from a template in Content-Library.Update Client
Updates the client info and account managers for a client.Find Direct Workspace
Finds a direct workspace between an account manager and a client.Related blog posts
The Difference Between Transactional and Relationship NPS (Updated)
One of the biggest advantages of Net Promoter Score© is its versatility....
Alex Bitca 
Similar Communication integrations
24sessions
zapier
The most compelling integration scenario is triggering NPS/CSAT surveys in Retently after a meeting...
Authkey
zapier
Use Authkey to send SMS notifications for NPS/CSAT surveys after a 'New Survey Response'...
awork
zapier
Trigger NPS/CSAT surveys after project completion or significant task milestones, sync client contact details...
Beekeeper
zapier
Integrate Retently to send NPS/CSAT surveys following key internal communications or workflow completions, sync...
Bridge
zapier
Sync contact information from Bridge to Retently to keep customer profiles current, enabling targeted...
Chatter
zapier
Use Retently's survey responses to trigger discussions in Chatter, enabling teams to collaboratively address...
Consolto
zapier
Trigger NPS/CSAT surveys after users submit their details on the Consolto widget, allowing for...
Craftboxx
zapier
Trigger NPS/CSAT surveys after project completions or customer appointments, sync customer profiles to ensure...
Customer.io
zapier
Trigger NPS/CSAT surveys based on user behavior such as app usage milestones or after...
flow.team
zapier
Trigger NPS/CSAT surveys after project milestones or task completions to gather feedback on project...
Guru
zapier
Integrate survey responses from Retently into Guru to create a centralized knowledge base of...
Hapony
zapier
Sync customer contact details and interaction history from Hapony to Retently to trigger NPS/CSAT...
Hive
zapier
Integrate Retently to trigger NPS/CSAT surveys after project completion or significant task milestones, sync...
Hook.Notifier
zapier
Use Hook.Notifier to send immediate notifications to customers after they submit a survey response...
Hypercontext
zapier
Use Retently's survey responses to trigger actions in Hypercontext, such as creating tasks for...
Mercado Pago
zapier
Trigger NPS/CSAT surveys after payment confirmations or subscription updates, sync customer payment and subscription...
Mitto
zapier
Use Mitto to send SMS notifications for new survey responses or score updates, ensuring...
Mocono
zapier
Trigger NPS/CSAT surveys when a subscription is activated or canceled to assess customer satisfaction...
NetSuite
zapier
Integrate to trigger NPS/CSAT surveys after key customer interactions such as purchases or support...
NeverBounce
zapier
Integrate NeverBounce to verify email addresses before sending NPS/CSAT surveys, ensuring higher deliverability and...
Notify
zapier
Use Notify to send real-time alerts to customer service teams when a negative survey...
OneSignal
zapier
Use OneSignal to send targeted push notifications to customers after they submit a survey...
OrderOut
zapier
Automatically send NPS or CSAT surveys to customers after a new order is created...
Picky Assist
zapier
Trigger NPS/CSAT surveys after customer interactions via WhatsApp or SMS, use survey responses to...
Push by...
zapier
Use Push by Techulus to send instant notifications to customer service teams when a...
Pushover
zapier
Use Pushover to send real-time notifications to customer service teams when a new survey...
QuickReply.ai
zapier
Trigger NPS/CSAT surveys after customer interactions with chatbots or completion of marketing campaigns, sync...
RocketReach
zapier
Sync customer contact details from RocketReach to Retently to ensure accurate and timely delivery...
RushAnswer
zapier
Trigger NPS/CSAT surveys after customer calls or callbacks, sync customer communication history to Retently...
Ryver
zapier
Integrate Retently to trigger NPS/CSAT surveys after significant team interactions or project completions, sync...
Sessions
zapier
Trigger NPS/CSAT surveys after event participation, sync customer registration data with Retently to maintain...
SIGNL4
zapier
Use SIGNL4 to send immediate alerts to relevant teams when a new survey response...
Spinify
zapier
Trigger NPS/CSAT surveys after significant customer interactions like closing a deal or resolving a...
Swit
zapier
Trigger NPS/CSAT surveys after project completions or significant task updates to gather feedback on...
Wrangle
zapier
Trigger NPS/CSAT surveys upon ticket resolution to gather feedback on customer support experiences, sync...
ZeroBounce
zapier
Integrate ZeroBounce to validate and clean customer email lists before sending NPS/CSAT surveys, ensuring...
Start your free 7-day trial
Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
