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How to connect Moxie and Box
Create a New Scenario to Connect Moxie and Box
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 Box will be your first step. To do this, click "Choose an app," find Moxie or Box, 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 Box Node
Next, click the plus (+) icon on the Moxie node, select Box from the list of available apps, and choose the action you need from the list of nodes within Box.
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Authenticate Box
Now, click the Box node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Box settings. Authentication allows you to use Box through Latenode.
Configure the Moxie and Box 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 Box 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 Moxie, Box, 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 Box integration works as expected. Depending on your setup, data should flow between Moxie and Box (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 Box
Moxie + Box + Slack: When a new recording is available in Moxie, it's automatically uploaded to a designated folder in Box. A notification is then sent to a specified Slack channel to inform the sales team.
Box + Moxie + Google Sheets: When a new file (representing call feedback) is added to a specific Box folder, the data is extracted and added as a new row in a Google Sheet for analysis purposes.
Moxie and Box 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 Box
Automate Box file management within Latenode workflows. Trigger actions based on file uploads, updates, or deletions. Streamline content workflows: automatically process files, extract data, and route them to other apps like CRMs or databases. Use Latenode’s visual editor to build flexible, scalable solutions without code, and reduce manual file handling.
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See how Latenode works
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FAQ Moxie and Box
How can I connect my Moxie account to Box using Latenode?
To connect your Moxie account to Box 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 Box accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive completed Moxie transcripts to Box?
Yes, you can! Latenode lets you build custom workflows to archive Moxie transcripts in Box automatically, freeing up your agents and ensuring compliance with data retention policies.
What types of tasks can I perform by integrating Moxie with Box?
Integrating Moxie with Box allows you to perform various tasks, including:
- Automatically backing up Moxie chat transcripts to Box.
- Creating a searchable archive of Moxie support interactions in Box.
- Triggering workflows based on sentiment analysis of Moxie chats.
- Storing customer feedback reports generated in Moxie in a dedicated Box folder.
- Sharing specific Moxie call recordings from Box with external auditors.
Howsecureisthe MoxieBoxintegration on Latenode?
Latenode employs robust security measures, including encryption and access controls, ensuring the secure transfer and storage of your Moxie and Box data.
Are there any limitations to the Moxie and Box integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Moxie to Box might experience rate limits.
- Custom metadata from Moxie might not fully transfer to Box without scripting.
- Real-time synchronization of Moxie chats into Box is not supported.
