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Sync Agile CRM contacts into Moco for accurate project time tracking and billing. Latenode's visual editor simplifies complex data mapping, while affordable execution-based pricing optimizes cost as you scale client management.
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Create a New Scenario to Connect Agile CRM and Moco
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Moco will be your first step. To do this, click "Choose an app," find Agile CRM or Moco, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Moco Node
Next, click the plus (+) icon on the Agile CRM node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
Agile CRM
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Moco
Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the Agile CRM and Moco Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Moco Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Moco
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Moco, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Agile CRM and Moco integration works as expected. Depending on your setup, data should flow between Agile CRM and Moco (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moco + Agile CRM + Slack: When a new project is created in Moco, a corresponding deal is created in Agile CRM, and a channel is created in Slack to facilitate team collaboration.
Moco + Agile CRM + Google Calendar: When a new project is started in Moco and a client is created in Agile CRM, a Google Calendar event is created to schedule the initial meeting or kickoff.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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How can I connect my Agile CRM account to Moco using Latenode?
To connect your Agile CRM account to Moco on Latenode, follow these steps:
Can I track project time against Agile CRM contacts?
Yes! Latenode lets you sync Moco time entries to Agile CRM, giving a complete view of client interactions and project costs. Automate reporting and improve resource allocation across all projects.
What types of tasks can I perform by integrating Agile CRM with Moco?
Integrating Agile CRM with Moco allows you to perform various tasks, including:
How secure is my Agile CRM data when using Latenode?
Latenode employs advanced encryption and secure data handling practices to protect your Agile CRM data, ensuring your information remains confidential and compliant.
Are there any limitations to the Agile CRM and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: