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How to connect HighLevel and Moco
Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Moco will be your first step. To do this, click "Choose an app," find HighLevel or Moco, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
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Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel 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 HighLevel 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 HighLevel 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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Moco
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Trigger on Webhook
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HighLevel
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Save and Activate the Scenario
After configuring HighLevel, 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 HighLevel and Moco integration works as expected. Depending on your setup, data should flow between HighLevel 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 HighLevel and Moco
Moco + HighLevel + Google Calendar: When a new project is created in Moco for a client in HighLevel, create an event in Google Calendar to schedule a kickoff meeting.
Moco + HighLevel + Slack: When a new project is created in Moco for a client in HighLevel, send a notification in Slack to inform the team about the new project.
HighLevel and Moco integration alternatives
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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 HighLevel and Moco
How can I connect my HighLevel account to Moco using Latenode?
To connect your HighLevel account to Moco on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track billable hours from HighLevel appointments in Moco?
Yes, you can! Latenode allows you to automatically create time entries in Moco from HighLevel appointments, streamlining billing and reporting. Use our visual editor with custom JavaScript functions.
What types of tasks can I perform by integrating HighLevel with Moco?
Integrating HighLevel with Moco allows you to perform various tasks, including:
- Automatically create Moco projects from new HighLevel opportunities.
- Sync contact information between HighLevel and Moco for accurate records.
- Trigger HighLevel marketing campaigns based on Moco project completion.
- Generate invoices in Moco when deals close in HighLevel.
- Update Moco project statuses based on HighLevel task progress.
How does Latenode handle data transformation between HighLevel and Moco?
Latenode offers no-code blocks and JavaScript functions to transform data seamlessly. Map fields and format information precisely for Moco's data structure.
Are there any limitations to the HighLevel 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 synchronization depends on HighLevel and Moco API availability.
- Large data volumes may impact workflow execution time.
