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How to connect Contacts+ and Moco
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Moco will be your first step. To do this, click "Choose an app," find Contacts+ or Moco, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and Moco integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Moco
Contacts+ + Moco + Slack: When a new contact is added in Contacts+, a new lead is automatically created in Moco. Then, a notification is sent to a Slack channel to inform the team about the new lead.
Moco + Contacts+ + Google Sheets: When a new event is registered in Moco, the automation finds the corresponding contact in Contacts+ and adds a new row to a Google Sheet with the event details and contact information.
Contacts+ and Moco integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Moco
How can I connect my Contacts+ account to Moco using Latenode?
To connect your Contacts+ account to Moco on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Moco projects from new Contacts+ contacts?
Yes, you can! Latenode lets you automate this. When a new contact is added in Contacts+, a project is instantly created in Moco. This saves time and ensures data consistency.
What types of tasks can I perform by integrating Contacts+ with Moco?
Integrating Contacts+ with Moco allows you to perform various tasks, including:
- Create a new Moco contact when a new contact is created in Contacts+.
- Update a Moco contact when a contact is updated in Contacts+.
- Create a new Moco project from a Contacts+ contact's information.
- Archive a Moco contact when a contact is deleted in Contacts+.
- Sync custom contact fields from Contacts+ to corresponding Moco fields.
What Contacts+ contact fields can I access on Latenode?
Latenode allows access to all standard and custom Contacts+ contact fields, including name, email, phone, and address, for seamless automation.
Are there any limitations to the Contacts+ and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync requires additional setup using custom JavaScript.
- Complex data transformations might require JavaScript knowledge.
- Rate limits of Contacts+ and Moco APIs still apply.
