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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.
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Create a New Scenario to Connect Moxie and Grist
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
Moxie
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.
Moxie
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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.
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.
Set Up the Moxie and Grist Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Grist
Trigger on Webhook
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Moxie
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, Grist, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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 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.
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How can I connect my Moxie account to Grist using Latenode?
To connect your Moxie account to Grist on Latenode, follow these steps:
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:
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: