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How to connect Moco and Vitally
Create a New Scenario to Connect Moco and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Moco or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Moco node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Moco and Vitally 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 Vitally 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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Moco and Vitally (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 Vitally
Moco + Vitally + Slack: When a project is marked as completed in Moco, this triggers an update to the associated customer's health score in Vitally. Subsequently, a notification is sent via Slack to the designated account manager informing them of the project completion and health score update.
Vitally + Moco + Google Sheets: When a customer's health score drops below a certain threshold in Vitally, a new task is automatically created in Moco for follow-up. Simultaneously, a note is logged in Google Sheets documenting the health score change and the creation of the Moco task for tracking and review.
Moco and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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FAQ Moco and Vitally
How can I connect my Moco account to Vitally using Latenode?
To connect your Moco account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger customer success workflows based on project completion in Moco?
Yes, you can! Latenode lets you trigger Vitally actions when Moco projects are completed, ensuring timely customer engagement and proactive support to boost satisfaction.
What types of tasks can I perform by integrating Moco with Vitally?
Integrating Moco with Vitally allows you to perform various tasks, including:
- Automatically create Vitally accounts when new Moco clients are added.
- Update client data in Vitally based on project updates in Moco.
- Trigger success alerts in Vitally based on project milestones in Moco.
- Sync project budget data from Moco to Vitally for accurate forecasting.
- Generate client reports in Vitally using time tracking data from Moco.
How do I handle data discrepancies between Moco and Vitally?
Latenode allows custom JavaScript steps, enabling robust data transformation and validation to ensure consistency between Moco and Vitally.
Are there any limitations to the Moco and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API rate limits of both Moco and Vitally.
- Complex data transformations may require advanced JavaScript knowledge.
- Historical data migration might need manual handling outside Latenode.
