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Automatically create Kintone records from Moxie customer interactions, centralizing data for reporting. Latenode's visual editor and affordable pricing make complex sales workflows easier to build and scale than ever before, even with custom JavaScript logic.
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Create a New Scenario to Connect Moxie and Kintone
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 Kintone will be your first step. To do this, click "Choose an app," find Moxie or Kintone, 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 Kintone Node
Next, click the plus (+) icon on the Moxie node, select Kintone from the list of available apps, and choose the action you need from the list of nodes within Kintone.
Moxie
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Kintone
Authenticate Kintone
Now, click the Kintone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kintone settings. Authentication allows you to use Kintone through Latenode.
Configure the Moxie and Kintone 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 Kintone 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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Kintone
Trigger on Webhook
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Moxie
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, Kintone, 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 Kintone integration works as expected. Depending on your setup, data should flow between Moxie and Kintone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moxie + Kintone + Slack: When a new client is created in Moxie, a corresponding record is created in Kintone. A notification is then sent to a Slack channel to alert the sales team about the new client.
Kintone + Moxie + Google Sheets: When a record is updated in Kintone, the corresponding client profile is updated in Moxie. The details of the update are then logged in a Google Sheets spreadsheet.
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 Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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How can I connect my Moxie account to Kintone using Latenode?
To connect your Moxie account to Kintone on Latenode, follow these steps:
Can I automatically update Kintone records from new Moxie chats?
Yes, you can! Latenode allows real-time syncs, updating Kintone records when new chats occur in Moxie. This creates streamlined workflows and ensures data consistency.
What types of tasks can I perform by integrating Moxie with Kintone?
Integrating Moxie with Kintone allows you to perform various tasks, including:
HowsecureistheMoxieintegrationLatenode,andhowarecredentialsmanaged?
Latenode uses secure OAuth for Moxie, safeguarding credentials. Data is encrypted in transit and at rest, meeting enterprise security standards.
Are there any limitations to the Moxie and Kintone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: