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How to connect Moco and Formsite
Create a New Scenario to Connect Moco and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Moco or Formsite, 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.
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Add the Formsite Node
Next, click the plus (+) icon on the Moco node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Moco and Formsite 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 Formsite 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 Moco, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Moco and Formsite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Moco and Formsite
Formsite + Moco + Slack: When a new form result is submitted in Formsite, a new lead is created in Moco, and a notification is sent to a Slack channel.
Formsite + Moco + Google Sheets: Upon a new form submission in Formsite, project data in Moco is updated, and the update is recorded in a Google Sheet.
Moco and Formsite integration alternatives
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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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FAQ Moco and Formsite
How can I connect my Moco account to Formsite using Latenode?
To connect your Moco account to Formsite on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track project hours from submitted forms?
Yes, you can! Latenode lets you automatically log Moco time entries based on Formsite submissions, saving manual data entry and improving time tracking accuracy using our visual workflow editor.
What types of tasks can I perform by integrating Moco with Formsite?
Integrating Moco with Formsite allows you to perform various tasks, including:
- Create Moco projects from new Formsite submissions.
- Update Moco customer data when a Formsite is submitted.
- Generate invoices in Moco from completed Formsite orders.
- Trigger Formsite surveys after a Moco project is completed.
- Send custom email notifications on form submission using Moco data.
Can I customize the data format between Moco and Formsite on Latenode?
Yes! Latenode offers full control with JavaScript and AI blocks, so you can transform data to precisely match your Moco and Formsite fields.
Are there any limitations to the Moco and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time updates depend on the API rate limits of Moco and Formsite.
- File size limitations apply when transferring attachments between apps.
