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How to connect Moxie and Docparser
Create a New Scenario to Connect Moxie and Docparser
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 Docparser will be your first step. To do this, click "Choose an app," find Moxie or Docparser, 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 Docparser Node
Next, click the plus (+) icon on the Moxie node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Moxie and Docparser 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 Docparser 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, Docparser, 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 Docparser integration works as expected. Depending on your setup, data should flow between Moxie and Docparser (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 Docparser
Docparser + Moxie + Google Sheets: When Docparser extracts data from a service report, search for the corresponding client in Moxie and add a new row to a Google Sheet to track technician performance.
Docparser + Moxie + Slack: When Docparser extracts data from a new invoice, search for clients in Moxie and send a message to a Slack channel to notify the Moxie service team about required updates.
Moxie and Docparser 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 Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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See how Latenode works
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FAQ Moxie and Docparser
How can I connect my Moxie account to Docparser using Latenode?
To connect your Moxie account to Docparser 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 Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Moxie cases using parsed documents?
Yes, you can! Latenode's visual editor makes it easy to create automated workflows to keep Moxie cases up-to-date with the latest document data, improving response times and accuracy.
What types of tasks can I perform by integrating Moxie with Docparser?
Integrating Moxie with Docparser allows you to perform various tasks, including:
- Automatically creating Moxie cases from parsed invoices.
- Updating customer details in Moxie using information from parsed forms.
- Triggering alerts in Moxie based on specific data extracted by Docparser.
- Generating summary reports in Moxie using parsed document data.
- Archiving parsed documents related to Moxie cases automatically.
How do I trigger workflows based on Moxie case updates?
Use Latenode's Moxie trigger to start workflows when a new case is created or an existing case is updated, enabling real-time document processing.
Are there any limitations to the Moxie and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document structures in Docparser may require advanced configuration.
- Moxie API rate limits may affect the speed of data transfer in high-volume scenarios.
- Custom fields in Moxie must be properly mapped for accurate data transfer.
