Grist and Moxie Integration

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Sync Grist data to Moxie for automated outreach. Latenode’s visual editor makes it easy to map fields and trigger campaigns based on spreadsheet updates. Scale affordably and customize the integration further with JavaScript.

Swap Apps

Grist

Moxie

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Grist and Moxie

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

Add the Grist Node

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

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Grist

Configure the Grist

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

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Connect Grist

Sign In

Run node once

Add the Moxie Node

Next, click the plus (+) icon on the Grist 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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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.

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Moxie

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Connect Moxie

Sign In

Run node once

Configure the Grist 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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Moxie Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Grist 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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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

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

Moxie + Grist + Slack: When a new client is created in Moxie, the client's information is added as a new record in Grist for tracking. A message is then sent to a designated Slack channel to notify the sales team of the new lead.

Moxie + Grist + HubSpot: When a new client is created in Moxie, the client's data is stored in Grist for record-keeping. Simultaneously, a new contact is created in HubSpot with the client's information to track engagement.

Grist and Moxie integration alternatives

About Grist

Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.

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 Grist and Moxie

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

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

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

Can I automate lead capture from Grist to Moxie?

Yes, you can! Latenode's visual editor simplifies this, allowing automated workflows to transfer new leads from Grist to Moxie instantly. Enhance your sales pipeline effortlessly!

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

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

  • Automatically creating new Moxie contacts from updated Grist records.
  • Syncing product inventory data from Grist to update Moxie product catalogs.
  • Triggering Moxie campaigns based on Grist data changes.
  • Creating reports in Grist based on completed tasks in Moxie.
  • Updating customer information in both apps via a unified workflow.

How does Latenode handle data transformations between Grist and Moxie?

Latenode provides robust data transformation tools including JavaScript blocks and AI to reshape data for seamless compatibility between Grist and Moxie.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Real-time data synchronization depends on API rate limits of both apps.
  • Initial setup requires familiarity with Grist and Moxie data structures.

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