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How to connect Moco and Process Street
Create a New Scenario to Connect Moco and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find Moco or Process Street, 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 Process Street Node
Next, click the plus (+) icon on the Moco node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the Moco and Process Street 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 Process Street 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, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Moco and Process Street (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 Process Street
Moco + Process Street + Slack: When a new project is created in Moco, a corresponding project setup checklist is automatically initiated in Process Street. Upon workflow run creation in Process Street, a notification is sent to the designated project team channel in Slack, informing them about the new project and providing a link to the checklist.
Process Street + Moco + Google Sheets: When a task is completed in Process Street, the automation logs the time spent on the task (using data collected within Process Street task) to Moco and simultaneously updates a Google Sheets spreadsheet to track the overall project progress, providing insights into task completion times and project milestones.
Moco and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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FAQ Moco and Process Street
How can I connect my Moco account to Process Street using Latenode?
To connect your Moco account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Process Street checklists from new Moco projects?
Yes, you can! With Latenode, automatically trigger Process Street checklists from new Moco projects. This ensures consistent project workflows and saves you valuable time, seamlessly.
What types of tasks can I perform by integrating Moco with Process Street?
Integrating Moco with Process Street allows you to perform various tasks, including:
- Automatically create Process Street checklists upon Moco project creation.
- Update Moco projects when a Process Street checklist is completed.
- Sync client data between Moco and Process Street for unified records.
- Generate Moco invoices from completed Process Street project checklists.
- Send notifications upon checklist completion via Moco's messaging.
How secure is my Moco data when using Latenode's integrations?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Moco data during all integration processes.
Are there any limitations to the Moco and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Moco may require custom JavaScript code.
- Real-time sync depends on API availability from both Moco and Process Street.
- Large data volumes may impact workflow execution speed.
