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How to connect Moco and Streak
Create a New Scenario to Connect Moco and Streak
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 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.
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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.
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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:
- 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, Streak, 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 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.
Most powerful ways to connect Moco and Streak
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.
Moco and Streak 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 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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See how Latenode works
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FAQ Moco and Streak
How can I connect my Moco account to Streak using Latenode?
To connect your Moco account to Streak 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 Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new Streak boxes when new projects are created in Moco.
- Update Streak box details with project budget information from Moco.
- Trigger Moco time tracking entries upon reaching certain Streak pipeline stages.
- Send notifications based on project completion status tracked in Moco, via Streak.
- Synchronize contact information between Moco and Streak to avoid duplicate entries.
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:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both Moco and Streak.
- Historical data migration between the two platforms needs custom workflow design.
