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How to connect Moco and Paperform
Create a New Scenario to Connect Moco and Paperform
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 Paperform will be your first step. To do this, click "Choose an app," find Moco or Paperform, 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 Paperform Node
Next, click the plus (+) icon on the Moco node, select Paperform from the list of available apps, and choose the action you need from the list of nodes within Paperform.
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Authenticate Paperform
Now, click the Paperform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paperform settings. Authentication allows you to use Paperform through Latenode.
Configure the Moco and Paperform 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 Paperform 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, Paperform, 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 Paperform integration works as expected. Depending on your setup, data should flow between Moco and Paperform (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 Paperform
Paperform + Moco + Google Sheets: When a new form is submitted in Paperform, a project task is created in Moco, and the details are added to a Google Sheet for tracking.
Paperform + Moco + Slack: When a project form is submitted in Paperform, a project lead is created in Moco, and a notification is sent to a Slack channel to alert the relevant team.
Moco and Paperform 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 Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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FAQ Moco and Paperform
How can I connect my Moco account to Paperform using Latenode?
To connect your Moco account to Paperform 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 Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically track billable hours from new form submissions?
Yes, you can! Latenode enables real-time Moco time tracking from Paperform entries. Instantly log hours and project details, eliminating manual data entry and boosting efficiency.
What types of tasks can I perform by integrating Moco with Paperform?
Integrating Moco with Paperform allows you to perform various tasks, including:
- Create new Moco projects from Paperform responses.
- Update project tasks in Moco based on form submissions.
- Generate invoices in Moco when a Paperform payment is received.
- Send customized confirmation messages via Paperform after time logging in Moco.
- Automatically track billable hours in Moco from new Paperform entries.
How secure is my Moco data when using Latenode integration?
Latenode uses secure OAuth to connect, ensuring your Moco credentials are never stored. Plus, you control all data access permissions.
Are there any limitations to the Moco and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Moco reporting features may require custom JavaScript code.
- Real-time data synchronization depends on the API rate limits of both apps.
- Advanced conditional logic requires understanding of Latenode's expression language.
