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How to connect Moxie and Paperform
Create a New Scenario to Connect Moxie and Paperform
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 Paperform will be your first step. To do this, click "Choose an app," find Moxie or Paperform, 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 Paperform Node
Next, click the plus (+) icon on the Moxie node, select Paperform from the list of available apps, and choose the action you need from the list of nodes within Paperform.
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Authenticate Paperform
Now, click the Paperform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paperform settings. Authentication allows you to use Paperform through Latenode.
Configure the Moxie and Paperform 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 Paperform 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, Paperform, 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 Paperform integration works as expected. Depending on your setup, data should flow between Moxie and Paperform (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 Paperform
Moxie + Paperform + Slack: When a Moxie user completes a task, a Paperform survey is sent to gather feedback. A Slack message is then sent to a manager to notify them of the completed task and the survey that was sent.
Paperform + Moxie + Google Sheets: When a new submission is made in Paperform, the details are used to search for a client in Moxie. If the client exists, their data is updated. Finally, the submission details are logged in a Google Sheet.
Moxie and Paperform 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 Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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See how Latenode works
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FAQ Moxie and Paperform
How can I connect my Moxie account to Paperform using Latenode?
To connect your Moxie account to Paperform 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 Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Moxie from new Paperform submissions?
Yes, you can! Latenode allows real-time updates between Paperform submissions and Moxie records. Benefit from instant data sync and eliminate manual data entry, saving time.
What types of tasks can I perform by integrating Moxie with Paperform?
Integrating Moxie with Paperform allows you to perform various tasks, including:
- Create Moxie tickets from new Paperform submissions.
- Update Moxie customer profiles with Paperform data.
- Send customized Paperform confirmations after Moxie updates.
- Trigger Moxie automations based on Paperform responses.
- Generate detailed reports combining Moxie and Paperform data.
Can I use JavaScript functions to transform data between Moxie and Paperform?
Yes! Latenode's JavaScript support lets you transform data on the fly, customizing the data flow between Moxie and Paperform to fit your exact needs.
Are there any limitations to the Moxie and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Paperform logic might require custom JavaScript.
- Rate limits of Moxie and Paperform APIs apply.
- File size limits apply when transferring attachments.
