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Automatically create new Streak deals when Moco registers a new client, using Latenode's visual editor to tailor your sales pipeline. Enhance Moco and Streak with custom JavaScript transformations, and scale affordably.
Connect Moco and Streak in minutes with Latenode.
Create Moco to Streak workflow
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Create a New Scenario to Connect Moco and Streak
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Streak will be your first step. To do this, click "Choose an app," find Moco or Streak, 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.
Moco
Add the Streak Node
Next, click the plus (+) icon on the Moco node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
Moco
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Streak
Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the Moco and Streak 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 Streak Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Streak
Trigger on Webhook
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Moco
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moco, Streak, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Moco and Streak integration works as expected. Depending on your setup, data should flow between Moco and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moco + Streak + Slack: When a new project is created in Moco, a corresponding deal is created in Streak, and a notification is sent to a specified Slack channel.
Streak + Moco + Google Calendar: When a deal reaches a specific stage in Streak, a time tracking reminder event is created in Moco, and a follow-up meeting is scheduled in Google Calendar.
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 Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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How can I connect my Moco account to Streak using Latenode?
To connect your Moco account to Streak on Latenode, follow these steps:
Can I automatically update Streak deals with Moco project hours?
Yes, with Latenode, you can easily automate this. By connecting Moco and Streak, project hours logged in Moco can trigger updates to deal stages or values in Streak, giving you real-time insights & better sales forecasting.
What types of tasks can I perform by integrating Moco with Streak?
Integrating Moco with Streak allows you to perform various tasks, including:
What Moco data can I access and use within Latenode workflows?
You can access project data, time entries, expenses, contacts, and company information from Moco to use in your Latenode workflows. Use JavaScript to transform the data!
Are there any limitations to the Moco and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: