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How to connect Moxie and Apollo
Create a New Scenario to Connect Moxie and Apollo
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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Apollo will be your first step. To do this, click "Choose an app," find Moxie or Apollo, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Apollo Node
Next, click the plus (+) icon on the Moxie node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Moxie and Apollo 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 Moxie and Apollo 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 Moxie, Apollo, 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 Moxie and Apollo integration works as expected. Depending on your setup, data should flow between Moxie and Apollo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Moxie and Apollo
Moxie + Apollo + Slack: When a new form submission is created in Moxie, search for the contact in Apollo. If found, send a summary of the Moxie submission and Apollo contact details to a Slack channel for review.
Apollo + Moxie + Google Sheets: When a contact is updated in Apollo, search for that contact in Moxie and create the contact if it does not exist. Finally, add a row to a Google Sheet to track the updated/created contact information.
Moxie and Apollo integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ Moxie and Apollo
How can I connect my Moxie account to Apollo using Latenode?
To connect your Moxie account to Apollo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enrich Apollo leads from new Moxie chats?
Yes, you can! Latenode lets you automate data transfer between apps, enriching Apollo leads in real-time and ensuring your sales team has the best information. Scale effortlessly with no-code workflows.
What types of tasks can I perform by integrating Moxie with Apollo?
Integrating Moxie with Apollo allows you to perform various tasks, including:
- Automatically creating new Apollo leads from qualified Moxie chat interactions.
- Updating lead status in Apollo based on support case resolution in Moxie.
- Triggering personalized email sequences in Apollo for high-value Moxie leads.
- Syncing contact information between Moxie and Apollo to maintain data consistency.
- Generating reports on lead conversion rates based on Moxie chat engagement data.
HowsecureisMoxie’sintegrationwithApollothroughLatenode?
Latenode uses secure authentication and encryption protocols to protect your data. You retain full control over the data shared between Moxie and Apollo at all times.
Are there any limitations to the Moxie and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Moxie chat data may require manual import for initial Apollo enrichment.
- Complex Moxie chat flows may require custom JavaScript for full automation.
- Data transfer limits are subject to the API limits of Moxie and Apollo plans.
