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How to connect Moxie and Calendly
Create a New Scenario to Connect Moxie and Calendly
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 Calendly will be your first step. To do this, click "Choose an app," find Moxie or Calendly, 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 Calendly Node
Next, click the plus (+) icon on the Moxie node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
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Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the Moxie and Calendly 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 Calendly 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, Calendly, 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 Calendly integration works as expected. Depending on your setup, data should flow between Moxie and Calendly (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 Calendly
Calendly + Moxie + Google Sheets: When a new Calendly invitee is created, a corresponding client is created in Moxie. The client's information and Calendly event details are then added to a Google Sheet for tracking and reporting.
Calendly + Moxie + Slack: When a new Calendly invitee is created, the automation searches for the client in Moxie. If the client exists, a Slack message is sent to a designated channel to notify the Moxie team about the new booking.
Moxie and Calendly 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 Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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See how Latenode works
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FAQ Moxie and Calendly
How can I connect my Moxie account to Calendly using Latenode?
To connect your Moxie account to Calendly 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 Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically schedule follow-up calls after Moxie chats?
Yes! Latenode’s visual editor makes it simple to trigger Calendly invites from Moxie interactions. Automate follow-ups, boosting customer engagement without manual scheduling.
What types of tasks can I perform by integrating Moxie with Calendly?
Integrating Moxie with Calendly allows you to perform various tasks, including:
- Automatically create Calendly events from new Moxie chat transcripts.
- Send personalized Calendly links via Moxie based on customer support needs.
- Update Moxie customer profiles with Calendly meeting details.
- Trigger internal notifications for upcoming Calendly meetings via Moxie.
- Log Calendly meeting outcomes as Moxie case resolutions.
How does Latenode handle Moxie chat data for Calendly scheduling?
Latenode securely processes Moxie data, allowing precise mapping to Calendly fields, ensuring automated, contextual scheduling without manual data entry.
Are there any limitations to the Moxie and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Moxie chat flows might require custom JavaScript for optimal parsing.
- Calendly event customization is limited to Calendly's available API options.
- Real-time updates depend on the polling interval configured within Latenode.
