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How to connect Moxie and Contacts+
Create a New Scenario to Connect Moxie and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Moxie or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the Moxie node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Moxie and Contacts+ 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 Contacts+ 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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Contacts+
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Moxie, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Moxie and Contacts+ (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 Contacts+
Moxie + Contacts+ + Google Sheets: When a new client is created in Moxie, a contact is created in Contacts+. The contact details are then added as a new row in a Google Sheets spreadsheet for reporting purposes.
Contacts+ + Moxie + Slack: When a new contact is added in Contacts+, the automation searches for that contact in Moxie and sends a message to a dedicated Slack channel, notifying Moxie users to follow up with the new contact.
Moxie and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Moxie and Contacts+
How can I connect my Moxie account to Contacts+ using Latenode?
To connect your Moxie account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Moxie contacts to Contacts+ automatically?
Yes, with Latenode you can instantly sync new Moxie contacts to Contacts+, ensuring your contact data is always up-to-date. Automate with no-code, enhance with JavaScript, and scale effortlessly.
What types of tasks can I perform by integrating Moxie with Contacts+?
Integrating Moxie with Contacts+ allows you to perform various tasks, including:
- Create new Contacts+ contacts from new Moxie leads automatically.
- Enrich existing Contacts+ records with data from Moxie interactions.
- Update Moxie contact details when changes occur in Contacts+.
- Trigger targeted email campaigns in Contacts+ from Moxie events.
- Centralize contact management across Moxie and Contacts+.
Can I filter Moxie contacts before syncing to Contacts+ in Latenode?
Yes, Latenode allows you to filter Moxie contacts based on custom criteria using our visual editor or JavaScript functions, ensuring only relevant data is synced.
Are there any limitations to the Moxie and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of Moxie and Contacts+ APIs apply.
- Historical data migration may require additional setup.
