Moco and Moxie Integration

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Connect Moco and Moxie to automate project time tracking against sales performance. Latenode's visual editor simplifies complex calculations, while affordable execution-based pricing makes scaling your insights cost-effective.

Swap Apps

Moco

Moxie

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moco and Moxie

Create a New Scenario to Connect Moco and Moxie

In the workspace, click the β€œCreate 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 Moxie will be your first step. To do this, click "Choose an app," find Moco or Moxie, 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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Moco

Configure the Moco

Click on the Moco node to configure it. You can modify the Moco URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Moco

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Connect Moco

Sign In
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Run node once

Add the Moxie Node

Next, click the plus (+) icon on the Moco node, select Moxie from the list of available apps, and choose the action you need from the list of nodes within Moxie.

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Moxie

Authenticate Moxie

Now, click the Moxie node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moxie settings. Authentication allows you to use Moxie through Latenode.

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Moxie

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Connect Moxie

Sign In
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Run node once

Configure the Moco and Moxie Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Moxie

Moxie Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Moco and Moxie 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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Webhook response

Save and Activate the Scenario

After configuring Moco, Moxie, 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 β€œRun once” and triggering an event to check if the Moco and Moxie integration works as expected. Depending on your setup, data should flow between Moco and Moxie (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 Moxie

Moco + Moxie + Slack: When a new project is created in Moco, create a corresponding project in Moxie, and then notify a Slack channel about the new project creation in both platforms.

Moxie + Moco + Google Sheets: When a new client is created in Moxie, log the client information, along with project time tracked in Moco, into a Google Sheet for reporting purposes.

Moco and Moxie 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.

About Moxie

Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.

See how Latenode works

FAQ Moco and Moxie

How can I connect my Moco account to Moxie using Latenode?

To connect your Moco account to Moxie 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 Moxie accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate lead creation from Moco project updates in Moxie?

Yes, you can! Latenode lets you trigger Moxie lead creation based on Moco project updates, saving time and ensuring timely sales engagement.

What types of tasks can I perform by integrating Moco with Moxie?

Integrating Moco with Moxie allows you to perform various tasks, including:

  • Create new Moxie contacts from new Moco clients.
  • Update Moxie deals when a Moco project reaches a specific stage.
  • Generate Moco invoices from won Moxie opportunities.
  • Send Moxie notifications for overdue Moco tasks.
  • Sync Moco project data with Moxie customer records.

How easily can I transform Moco data for Moxie within Latenode?

Latenode provides a visual editor and JavaScript blocks, enabling seamless data transformation for compatibility between Moco and Moxie.

Are there any limitations to the Moco and Moxie integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration between Moco and Moxie might require manual configuration.
  • Complex, highly customized workflows may necessitate JavaScript coding.
  • The integration relies on the APIs offered by Moco and Moxie.

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