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How to connect Moxie and Cleverreach
Create a New Scenario to Connect Moxie and Cleverreach
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 Cleverreach will be your first step. To do this, click "Choose an app," find Moxie or Cleverreach, 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 Cleverreach Node
Next, click the plus (+) icon on the Moxie node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
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Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the Moxie and Cleverreach 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 Cleverreach 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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Cleverreach
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Moxie, Cleverreach, 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 Cleverreach integration works as expected. Depending on your setup, data should flow between Moxie and Cleverreach (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 Cleverreach
Moxie + Cleverreach + Calendly: When a form is submitted in Moxie, add the submitter as a subscriber to a Cleverreach email list. Then, use Calendly to schedule a meeting with the lead.
Cleverreach + Moxie + Salesforce: When a new subscriber is added to Cleverreach, create a contact in Moxie. Then, create a corresponding lead in Salesforce.
Moxie and Cleverreach 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 Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
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FAQ Moxie and Cleverreach
How can I connect my Moxie account to Cleverreach using Latenode?
To connect your Moxie account to Cleverreach 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 Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email campaigns from new Moxie chats?
Yes, you can! Latenode allows you to automatically trigger Cleverreach email campaigns when a new chat starts in Moxie, improving customer engagement instantly.
What types of tasks can I perform by integrating Moxie with Cleverreach?
Integrating Moxie with Cleverreach allows you to perform various tasks, including:
- Add new Moxie users as subscribers in Cleverreach.
- Send targeted emails based on Moxie chat transcripts.
- Update Cleverreach subscriber information from Moxie profiles.
- Trigger automated email sequences based on support interactions.
- Track email campaign performance tied to Moxie chat data.
How can I segment Moxie contacts within my Cleverreach lists?
Using Latenode, segment Moxie contacts based on chat history, tags, or custom attributes to personalize Cleverreach campaigns and improve conversions.
Are there any limitations to the Moxie and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on API availability and rate limits.
- Historical data migration needs manual configuration.
