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How to connect Attio and Moco
Create a New Scenario to Connect Attio and Moco
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Attio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Attio or Moco will be your first step. To do this, click "Choose an app," find Attio or Moco, and select the appropriate trigger to start the scenario.
Add the Attio Node
Select the Attio node from the app selection panel on the right.
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Add the Moco Node
Next, click the plus (+) icon on the Attio node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
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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 Attio 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 Attio and Moco Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Attio, Moco, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Attio and Moco integration works as expected. Depending on your setup, data should flow between Attio and Moco (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Attio and Moco
Attio + Moco + Slack: When a new client is added to Attio (new entry), a corresponding company is created in Moco. Subsequently, a notification is sent to a dedicated Slack channel to inform project managers.
Moco + Attio + Google Sheets: Whenever a new event is registered in Moco (presumably a time entry), the workflow finds the corresponding client details in Attio using company or contact matching, and then records the time entry details along with client information in a Google Sheet.
Attio and Moco integration alternatives
About Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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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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FAQ Attio and Moco
How can I connect my Attio account to Moco using Latenode?
To connect your Attio account to Moco on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Attio and click on "Connect".
- Authenticate your Attio and Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Attio contacts in Moco?
Yes, you can! Latenode enables automatic contact logging. Enjoy streamlined workflows, saving time and ensuring accurate data synchronization across both platforms.
What types of tasks can I perform by integrating Attio with Moco?
Integrating Attio with Moco allows you to perform various tasks, including:
- Create Moco time entries from new Attio organization milestones.
- Automatically update Attio contact details with Moco project data.
- Sync Attio organization notes to Moco project descriptions.
- Trigger Moco invoices upon deal closure in Attio.
- Log Moco expenses against Attio organizations automatically.
How secure is the Attio integration in Latenode’s cloud environment?
Latenode employs robust security measures to protect your data. Your Attio and Moco credentials are encrypted and securely stored during all workflows.
Are there any limitations to the Attio and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the APIs and polling intervals set.
- Complex data transformations may require JavaScript knowledge.
- Very large datasets might affect node execution speed.
