Moxie and ConvertAPI Integration

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Automate document workflows by connecting Moxie to ConvertAPI. Latenode’s visual editor simplifies extracting insights from documents in Moxie and converting them into various formats using ConvertAPI. Scale automations affordably, paying only for execution time.

Moxie + ConvertAPI integration

Connect Moxie and ConvertAPI in minutes with Latenode.

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Moxie

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and ConvertAPI

Create a New Scenario to Connect Moxie and ConvertAPI

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 ConvertAPI will be your first step. To do this, click "Choose an app," find Moxie or ConvertAPI, 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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Moxie

Configure the Moxie

Click on the Moxie node to configure it. You can modify the Moxie URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Moxie

Sign In

Run node once

Add the ConvertAPI Node

Next, click the plus (+) icon on the Moxie node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.

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Authenticate ConvertAPI

Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.

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Connect ConvertAPI

Sign In

Run node once

Configure the Moxie and ConvertAPI Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Select an action *

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The action ID

Run node once

Set Up the Moxie and ConvertAPI 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, ConvertAPI, 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 ConvertAPI integration works as expected. Depending on your setup, data should flow between Moxie and ConvertAPI (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 ConvertAPI

Moxie + ConvertAPI + Slack: When a new contact is created in Moxie, ConvertAPI converts the contact information to a PDF, and then Slack sends a message to a specified channel to notify about the new contact and the generated PDF.

ConvertAPI + Google Drive + Moxie: When a new file is added to Google Drive, ConvertAPI automatically converts the document to PDF format. The converted PDF is then used to create a new contact in Moxie.

Moxie and ConvertAPI 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.

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

See how Latenode works

FAQ Moxie and ConvertAPI

How can I connect my Moxie account to ConvertAPI using Latenode?

To connect your Moxie account to ConvertAPI 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 ConvertAPI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically convert Moxie chat transcripts to PDF?

Yes, you can! Latenode enables seamless automation, instantly converting Moxie transcripts to PDF via ConvertAPI. Benefit from streamlined archiving and enhanced accessibility.

What types of tasks can I perform by integrating Moxie with ConvertAPI?

Integrating Moxie with ConvertAPI allows you to perform various tasks, including:

  • Automatically convert new chat transcripts into PDF format for archival.
  • Generate reports from chat data and convert them to shareable documents.
  • Extract key customer insights from chats and convert them into presentations.
  • Watermark converted documents with relevant Moxie chat information.
  • Compress large chat reports into smaller PDFs for easier distribution.

Can I trigger document conversions based on specific chat events in Moxie?

Yes! Latenode's flexible triggers allow you to start ConvertAPI conversions based on Moxie chat events, enabling real-time automated workflows.

Are there any limitations to the Moxie and ConvertAPI integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex document conversions may consume more Latenode execution units.
  • Rate limits of both Moxie and ConvertAPI apply to the integration.
  • Custom font support in ConvertAPI depends on the chosen plan.

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