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How to connect Moco and Instantly
Create a New Scenario to Connect Moco and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Moco or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Moco node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Moco and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Moco and Instantly (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 Instantly
Moco + Instantly + Slack: When a new lead is created in Moco, a lead is created in Instantly to start an email campaign. Finally, a notification is sent to a Slack channel.
Instantly + Moco + Google Sheets: When a new lead is created in Instantly, a lead is created in Moco to track time spent. The lead information is then added to a Google Sheet for reporting.
Moco and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Moco and Instantly
How can I connect my Moco account to Instantly using Latenode?
To connect your Moco account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track project time in Moco based on Instantly email campaigns?
Yes, you can! Latenode's visual editor makes it easy to trigger time entries in Moco based on Instantly email campaign events, streamlining time tracking automatically.
What types of tasks can I perform by integrating Moco with Instantly?
Integrating Moco with Instantly allows you to perform various tasks, including:
- Automatically creating Moco projects from new Instantly campaigns.
- Adding Instantly campaign costs to Moco project budgets.
- Updating Moco task statuses based on Instantly campaign performance.
- Generating Moco invoices based on completed Instantly tasks.
- Sending Instantly email notifications when Moco project deadlines approach.
What Moco data can I access within Latenode workflows?
You can access project data, time entries, invoices, and contacts, enabling dynamic automation using Moco's data within Latenode.
Are there any limitations to the Moco and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization might experience slight delays.
- Complex Moco custom fields may require JavaScript for full integration.
- Initial setup requires administrative access to both Moco and Instantly.
