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How to connect Moco and WhatConverts
Create a New Scenario to Connect Moco and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find Moco or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the Moco node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
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Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Moco and WhatConverts 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 WhatConverts 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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WhatConverts
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Moco, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Moco and WhatConverts (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 WhatConverts
Moco + WhatConverts + Google Sheets: When a new lead is registered in WhatConverts, the automation finds or creates a lead in Moco and then adds a row in Google Sheets to consolidate the data for reporting.
WhatConverts + Moco + Slack: When a new lead converts in WhatConverts, a new lead is created in Moco, and a notification is sent to a Slack channel to alert the team to start working on the new lead.
Moco and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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See how Latenode works
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FAQ Moco and WhatConverts
How can I connect my Moco account to WhatConverts using Latenode?
To connect your Moco account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track project profitability based on lead sources?
Yes, with Latenode! Automatically sync lead data from WhatConverts with Moco projects, providing real-time profitability analysis. Scale effortlessly with Latenode's advanced logic and no-code blocks.
What types of tasks can I perform by integrating Moco with WhatConverts?
Integrating Moco with WhatConverts allows you to perform various tasks, including:
- Automatically create Moco projects from qualified WhatConverts leads.
- Update Moco tasks when a lead converts in WhatConverts.
- Send Moco project updates to WhatConverts as custom events.
- Calculate ROI on marketing campaigns by linking Moco time entries to leads.
- Trigger notifications in Moco when new leads are captured by WhatConverts.
How do I handle errors in my Moco/WhatConverts workflows?
Latenode offers robust error handling. Use built-in logic blocks and custom JavaScript to manage errors and ensure data accuracy.
Are there any limitations to the Moco and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration might require manual intervention for complex setups.
- Real-time data sync depends on API availability and rate limits of both apps.
- Custom fields in Moco and WhatConverts require careful mapping in Latenode.
