[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Moxie and Businessmap
Create a New Scenario to Connect Moxie and Businessmap
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 Businessmap will be your first step. To do this, click "Choose an app," find Moxie or Businessmap, 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.
+
1
Moxie
Add the Businessmap Node
Next, click the plus (+) icon on the Moxie node, select Businessmap from the list of available apps, and choose the action you need from the list of nodes within Businessmap.
1
Moxie
⚙
+
2
Businessmap
Authenticate Businessmap
Now, click the Businessmap node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Businessmap settings. Authentication allows you to use Businessmap through Latenode.
Configure the Moxie and Businessmap 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 Businessmap 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Businessmap
1
Trigger on Webhook
⚙
2
Moxie
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Moxie, Businessmap, 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 Businessmap integration works as expected. Depending on your setup, data should flow between Moxie and Businessmap (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 Businessmap
Moxie + Businessmap + Slack: When a Moxie lead is updated (trigger not available, so we're using "Search Clients" as a proxy to detect the change), update a corresponding card in Businessmap, and then send a congratulatory message to the sales team in Slack.
Businessmap + Moxie + Google Sheets: When a card event occurs in Businessmap, search for the corresponding client in Moxie, and then add the project details to a Google Sheet for reporting purposes.
Moxie and Businessmap 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.
Similar apps
Related categories
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
Related categories
See how Latenode works
.svg)
.png)
FAQ Moxie and Businessmap
How can I connect my Moxie account to Businessmap using Latenode?
To connect your Moxie account to Businessmap 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 Businessmap accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Businessmap tasks from Moxie chats?
Yes, you can! Latenode's visual editor makes it simple to trigger Businessmap task updates based on Moxie chat events, ensuring seamless project tracking and improved team coordination.
What types of tasks can I perform by integrating Moxie with Businessmap?
Integrating Moxie with Businessmap allows you to perform various tasks, including:
- Create new Businessmap tasks from resolved Moxie support tickets.
- Update Businessmap task status based on Moxie chat activity.
- Send Moxie chat transcripts to Businessmap as task comments.
- Trigger Moxie notifications from updated Businessmap task assignments.
- Automatically close Businessmap tasks when related Moxie tickets are closed.
Can I use JavaScript to customize Moxie data within Latenode?
Yes! Latenode enables complex data transformations via JavaScript, letting you tailor Moxie data to precisely match Businessmap's requirements.
Are there any limitations to the Moxie and Businessmap integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Moxie data prior to integration setup cannot be automatically synced.
- Complex custom fields in Businessmap may require custom JavaScript mapping.
- Large volumes of Moxie chats may impact workflow execution time.
