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Automatically trigger personalized Customer.io campaigns based on time tracked in Moco. Latenode’s visual editor and affordable execution pricing makes it easier to nurture leads based on actual project engagement, and scale as your business grows.
Connect Moco and Customer.io in minutes with Latenode.
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Create a New Scenario to Connect Moco and Customer.io
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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Customer.io will be your first step. To do this, click "Choose an app," find Moco or Customer.io, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
Moco
Add the Customer.io Node
Next, click the plus (+) icon on the Moco node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
Moco
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Customer.io
Authenticate Customer.io
Now, click the Customer.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Customer.io settings. Authentication allows you to use Customer.io through Latenode.
Configure the Moco and Customer.io 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 Moco and Customer.io Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Customer.io
Trigger on Webhook
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Moco
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moco, Customer.io, 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 Moco and Customer.io integration works as expected. Depending on your setup, data should flow between Moco and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moco + Customer.io + Slack: When a new project is created in Moco, a customer is created or updated in Customer.io. Subsequently, a notification is sent to a Slack channel to inform the team about the new customer onboarding.
Customer.io + Moco + Google Sheets: When a customer is added to a specific segment in Customer.io, find the relevant contact in Moco and add the customer's time tracking details to a designated Google Sheet.
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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About Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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How can I connect my Moco account to Customer.io using Latenode?
To connect your Moco account to Customer.io on Latenode, follow these steps:
Can I trigger Customer.io emails on new Moco project creation?
Yes, you can! Latenode lets you automate this using a visual workflow. Benefit from personalized customer engagement based on real-time project data from Moco.
What types of tasks can I perform by integrating Moco with Customer.io?
Integrating Moco with Customer.io allows you to perform various tasks, including:
How can I transform Moco data before sending it to Customer.io?
Latenode offers advanced data transformation capabilities using JavaScript. Customize data formats and enrich information before it reaches Customer.io.
Are there any limitations to the Moco and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: