How to connect Cleverreach and Moxie
Create a New Scenario to Connect Cleverreach and Moxie
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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Moxie will be your first step. To do this, click "Choose an app," find Cleverreach or Moxie, and select the appropriate trigger to start the scenario.

Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.


Cleverreach

Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Moxie Node
Next, click the plus (+) icon on the Cleverreach node, select Moxie from the list of available apps, and choose the action you need from the list of nodes within Moxie.


Cleverreach
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Moxie

Authenticate Moxie
Now, click the Moxie node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moxie settings. Authentication allows you to use Moxie through Latenode.
Configure the Cleverreach and Moxie 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 Cleverreach and Moxie 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.

JavaScript
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AI Anthropic Claude 3
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Moxie
Trigger on Webhook
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Cleverreach
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Cleverreach, Moxie, 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 Cleverreach and Moxie integration works as expected. Depending on your setup, data should flow between Cleverreach and Moxie (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cleverreach and Moxie
Cleverreach + Moxie + Google Sheets: When a new campaign is created in Cleverreach, analyze customer engagement data in Moxie by searching for related contacts, and then log campaign and engagement data into Google Sheets for reporting and analysis.
Moxie + Cleverreach + Slack: When Moxie detects a negative customer interaction by searching contacts, send a targeted re-engagement campaign through Cleverreach by updating the subscriber, then alert the support team on Slack via a channel message.
Cleverreach and Moxie integration alternatives

About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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See how Latenode works
FAQ Cleverreach and Moxie
How can I connect my Cleverreach account to Moxie using Latenode?
To connect your Cleverreach account to Moxie on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cleverreach and click on "Connect".
- Authenticate your Cleverreach and Moxie accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Moxie chats from Cleverreach email opens?
Yes, you can! Using Latenode, automatically trigger Moxie chats based on Cleverreach email opens. This ensures immediate, personalized customer support, improving engagement and sales.
What types of tasks can I perform by integrating Cleverreach with Moxie?
Integrating Cleverreach with Moxie allows you to perform various tasks, including:
- Automatically add new Cleverreach subscribers to a Moxie contact list.
- Send targeted Moxie chat messages based on Cleverreach email campaign activity.
- Update Moxie contact information when a Cleverreach subscriber profile changes.
- Trigger Cleverreach email campaigns based on Moxie chat events.
- Log Moxie chat transcripts to Cleverreach custom fields for analysis.
How do I handle errors in my Cleverreach automations?
Latenode provides robust error handling. You can set up notifications and automatically retry failed tasks for reliable Cleverreach workflows.
Are there any limitations to the Cleverreach and Moxie integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits imposed by Cleverreach and Moxie still apply.
- Real-time data synchronization depends on API availability.