Workflows | Moxo

The swiss army knife for operations teams

Design workflows visually

Map out multi-party, multi-step business processes with Moxo’s drag-and-drop builder, no coding required.

Build once, use again and again

Create reusable templates with connected steps, set conditions, and define exactly how and when actions should occur.

Keep everyone in their swim lane

Granular role-based controls ensure participants can only view and modify what's relevant to their responsibilities.

Let people focus on decisions.
Let automation handle the grunt work.

Secure messaging

The irreplaceable layer of
trust and decision-making

Moxo comes with native actions like forms, approvals, file requests, nudges, signatures, tasks, meetings, and more – all designed to drive human input. Each step moves your process forward with minimal effort and maximum clarity.

Kick off workflows at
exactly the right moment

Start workflows automatically based on user actions, system events, or time-based rules. From a client submitting a form to a file being uploaded in your CRM, Moxo ensures the right workflow starts at the right time.

Build rules that adapt
to your process

Define conditional logic to adapt workflows in real time. Whether you’re setting up escalation paths, exception handling, or branch logic based on input, Moxo makes it easy to model real-world complexity.

Route work intelligently
based on data

Use dynamic data reference to route tasks, approvals, and requests to the right people based on rules like region, role, or transaction type. Keep work moving without manual coordination.

Intelligent system integration

Connect your existing business systems, from ERPs to CRMs, creating a unified workflow environment that extends operations, eliminates manual transfers, and reduces errors.