Docparser and Moxie Integration

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Automatically extract data from documents in Docparser and seamlessly update your Moxie CRM. Latenode's visual editor and JavaScript support allow custom data transformations and ensure affordable, error-free data entry, keeping your sales pipeline accurate.

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Docparser

Moxie

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docparser and Moxie

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

Add the Docparser Node

Select the Docparser node from the app selection panel on the right.

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Configure the Docparser

Click on the Docparser node to configure it. You can modify the Docparser URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Moxie Node

Next, click the plus (+) icon on the Docparser node, select Moxie from the list of available apps, and choose the action you need from the list of nodes within Moxie.

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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.

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Configure the Docparser 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.

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Run node once

Set Up the Docparser 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.
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Save and Activate the Scenario

After configuring Docparser, 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 Docparser and Moxie integration works as expected. Depending on your setup, data should flow between Docparser 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 Docparser and Moxie

Docparser + Moxie + Google Sheets: When Docparser parses a new invoice, the data is used to create a form submission in Moxie. A summary of the submission is then added as a new row in a Google Sheet for reporting purposes.

Moxie + Docparser + Slack: When a new form submission is created in Moxie, Docparser fetches and analyzes the document related to the submission. If potential compliance issues are detected based on the Docparser analysis (this requires additional logic within Latenode based on extracted data, which is not directly supported by the trigger/actions alone), a notification is sent to the compliance team on Slack.

Docparser and Moxie integration alternatives

About Docparser

Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.

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.

See how Latenode works

FAQ Docparser and Moxie

How can I connect my Docparser account to Moxie using Latenode?

To connect your Docparser account to Moxie on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Docparser and click on "Connect".
  • Authenticate your Docparser and Moxie accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Moxie profiles with parsed document data?

Yes, you can! Latenode lets you map Docparser data directly into Moxie, ensuring customer profiles are always up-to-date without manual data entry. Save time and boost accuracy.

What types of tasks can I perform by integrating Docparser with Moxie?

Integrating Docparser with Moxie allows you to perform various tasks, including:

  • Automatically creating new Moxie customer profiles from parsed application forms.
  • Updating existing Moxie records with data extracted from submitted documents.
  • Triggering Moxie workflows based on specific keywords found in parsed documents.
  • Sending personalized Moxie messages using data extracted from parsed contracts.
  • Creating a log of parsed document details directly within Moxie.

Can I use JavaScript code to transform Docparser data before sending to Moxie?

Yes! Latenode’s JavaScript blocks allow you to manipulate Docparser data for seamless integration into Moxie, far beyond simple field mapping.

Are there any limitations to the Docparser and Moxie integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex document parsing logic may require advanced configuration within Docparser.
  • Rate limits on the Docparser and Moxie APIs may affect high-volume workflows.
  • Custom Moxie fields require precise mapping from parsed Docparser data.

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