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How to connect Moco and Pipefy
Create a New Scenario to Connect Moco and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find Moco or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Moco node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Moco and Pipefy 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 Pipefy 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, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between Moco and Pipefy (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 Pipefy
Pipefy + Moco + Slack: When a new card is created in Pipefy, a corresponding project is created in Moco. Then, a notification is sent to a designated Slack channel to inform the team about the new project.
Pipefy + Moco + Google Calendar: When a card's due date is approaching (Card Late) in Pipefy, check the availability in Moco using 'Find Companies', and then create a follow-up meeting in Google Calendar to discuss the task's progress and any potential roadblocks.
Moco and Pipefy 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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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See how Latenode works
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FAQ Moco and Pipefy
How can I connect my Moco account to Pipefy using Latenode?
To connect your Moco account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Moco projects with Pipefy cards?
Yes, you can! Latenode's flexible data mapping lets you automatically create or update Pipefy cards when new projects are created in Moco, streamlining project tracking and improving team collaboration.
What types of tasks can I perform by integrating Moco with Pipefy?
Integrating Moco with Pipefy allows you to perform various tasks, including:
- Creating Pipefy cards for new Moco projects automatically.
- Updating Moco project status when a Pipefy card moves to a new phase.
- Syncing client information between Moco and Pipefy.
- Triggering Moco time tracking entries from Pipefy card actions.
- Generating reports combining data from both Moco and Pipefy.
What Moco data is accessible within Latenode workflows?
Latenode allows access to Moco projects, clients, time entries, and invoices, enabling complex automation and data manipulation within your workflows.
Are there any limitations to the Moco and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the polling interval set in Latenode.
- Complex data transformations may require JavaScript coding.
- Historical data migration requires manual setup.
