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How to connect Moco and Formstack
Create a New Scenario to Connect Moco and Formstack
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 Formstack will be your first step. To do this, click "Choose an app," find Moco or Formstack, 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 Formstack Node
Next, click the plus (+) icon on the Moco node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
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Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the Moco and Formstack 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 Formstack 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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Save and Activate the Scenario
After configuring Moco, Formstack, 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 Formstack integration works as expected. Depending on your setup, data should flow between Moco and Formstack (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 Formstack
Formstack + Moco + Slack: When a new submission is received in Formstack, a new project is created in Moco, and a notification is sent to a specified Slack channel.
Formstack + Google Sheets + Moco: A new Formstack submission automatically adds a new row to a Google Sheet, and then a new lead is created in Moco.
Moco and Formstack 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 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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See how Latenode works
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FAQ Moco and Formstack
How can I connect my Moco account to Formstack using Latenode?
To connect your Moco account to Formstack 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 Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Moco projects from Formstack submissions?
Yes, you can! Latenode allows you to create custom workflows to seamlessly update Moco projects from new Formstack submissions, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating Moco with Formstack?
Integrating Moco with Formstack allows you to perform various tasks, including:
- Create new Moco projects from submitted Formstack data.
- Update existing Moco clients based on new form entries.
- Trigger Moco actions when a specific Formstack form is completed.
- Send customized confirmation messages via Formstack on Moco project updates.
- Analyze Moco project data and populate Formstack reports automatically.
What Moco data can I access within Latenode workflows?
You can access projects, clients, tasks, and time entries. Utilize this data to enrich your Formstack processes and reporting.
Are there any limitations to the Moco and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Moco reports may require custom JavaScript transformations.
- Rate limits apply based on your Moco and Formstack subscription plans.
- File attachments from Formstack may need parsing before use in Moco.
