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How to connect Formstack and Moco
Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Moco will be your first step. To do this, click "Choose an app," find Formstack or Moco, and select the appropriate trigger to start the scenario.
Add the Formstack Node
Select the Formstack node from the app selection panel on the right.
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Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack 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 Formstack 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 Formstack 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 Formstack, 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 Formstack and Moco integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and Moco
Formstack + Moco + Slack: When a new form submission is received in Formstack, a corresponding project is created in Moco. Then, a notification is sent to the project manager in Slack to inform them about the new project.
Moco + Formstack + Google Sheets: This workflow tracks time entries. While actual trigger to identify project completion in Moco does not exist, we'll use 'Watch Events'. When Moco event occurs, data from Formstack submissions related to the project is then used to create a completion report in Google Sheets.
Formstack and Moco integration alternatives
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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 Formstack and Moco
How can I connect my Formstack account to Moco using Latenode?
To connect your Formstack account to Moco on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack 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 Formstack submissions?
Yes, you can! Latenode lets you automate this, instantly creating Moco projects from new Formstack entries. This streamlines project setup and eliminates manual data entry.
What types of tasks can I perform by integrating Formstack with Moco?
Integrating Formstack with Moco allows you to perform various tasks, including:
- Creating new Moco contacts from Formstack form submissions.
- Updating Moco project details based on Formstack data changes.
- Triggering Moco time tracking entries from Formstack events.
- Generating reports in Moco based on data collected in Formstack.
- Sending customized notifications from Moco based on Formstack entries.
How can I use Formstack data to update existing Moco entries in Latenode?
Latenode's flexible data mapping lets you precisely update Moco records with Formstack data. Use conditional logic to ensure data accuracy every time.
Are there any limitations to the Formstack and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time data synchronization depends on API availability.
- Large data volumes may impact workflow execution speed.
