Moxie and Grist Integration

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Sync Moxie's customer interactions into Grist for enriched CRM insights. Latenode's visual editor and JavaScript blocks simplify complex data transformations, offering enterprise scalability while keeping costs low with execution-based pricing.

Swap Apps

Moxie

Grist

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and Grist

Create a New Scenario to Connect Moxie and Grist

In the workspace, click the β€œCreate 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 Grist will be your first step. To do this, click "Choose an app," find Moxie or Grist, 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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Moxie

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Connect Moxie

Sign In
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Run node once

Add the Grist Node

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

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Grist

Authenticate Grist

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

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Grist

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Connect Grist

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Run node once

Configure the Moxie and Grist 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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Connect Grist

Grist Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Moxie and Grist 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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Webhook response

Save and Activate the Scenario

After configuring Moxie, Grist, 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 β€œRun once” and triggering an event to check if the Moxie and Grist integration works as expected. Depending on your setup, data should flow between Moxie and Grist (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 Grist

Moxie + Grist + Slack: When a new form submission is created in Moxie, a new record is created in Grist. Then a Slack message is sent to a specified channel to notify the team of the new lead.

Moxie + Grist + HubSpot: When a client's contact details are updated in Moxie, the corresponding record in Grist is updated. This update triggers an update of the contact in HubSpot, ensuring all platforms have the latest information.

Moxie and Grist 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 Grist

Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.

See how Latenode works

FAQ Moxie and Grist

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

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

Can I automatically update Grist with new Moxie support tickets?

Yes! Latenode lets you instantly update Grist with new Moxie tickets. This provides a single source of truth for support data and enhances reporting capabilities, without coding.

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

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

  • Create new Grist records from Moxie chat transcripts automatically.
  • Update Grist with customer satisfaction scores from Moxie surveys.
  • Generate reports in Grist based on Moxie support ticket volume.
  • Trigger Moxie actions based on data changes within Grist.
  • Consolidate customer feedback from Moxie into Grist for analysis.

How secure is my Moxie data when using Latenode integrations?

Latenode uses secure authentication and encryption. Your Moxie data is protected during transfer and storage, ensuring privacy and compliance.

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

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

  • Large data transfers may experience rate limits imposed by Moxie or Grist.
  • Custom Moxie fields might require JavaScript for full integration.
  • Real-time synchronization is subject to API availability and potential delays.

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