Moxie and Paramount Acceptance Integration

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Automatically update Paramount Acceptance loan data based on Moxie customer interactions. Latenode's visual editor makes complex updates easy, while JavaScript nodes enable custom logic for seamless financial workflows, all at a lower cost.

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Moxie

Paramount Acceptance

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and Paramount Acceptance

Create a New Scenario to Connect Moxie and Paramount Acceptance

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 Paramount Acceptance will be your first step. To do this, click "Choose an app," find Moxie or Paramount Acceptance, 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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Run node once

Add the Paramount Acceptance Node

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

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Authenticate Paramount Acceptance

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

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Configure the Moxie and Paramount Acceptance 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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The action ID

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Run node once

Set Up the Moxie and Paramount Acceptance 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, Paramount Acceptance, 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 Paramount Acceptance integration works as expected. Depending on your setup, data should flow between Moxie and Paramount Acceptance (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 Paramount Acceptance

Moxie + Paramount Acceptance + QuickBooks: When a new client is created in Moxie, create a prospect in Paramount Acceptance. After financing is approved (represented by a manual trigger like 'Member Updated' in Paramount), create a new customer in QuickBooks.

Paramount Acceptance + Moxie + Salesforce: When a member is updated in Paramount Acceptance (simulating financing approval), search for a corresponding client in Moxie. If found, create a new lead in Salesforce with the client's information.

Moxie and Paramount Acceptance 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 Paramount Acceptance

Automate loan application processes with Paramount Acceptance in Latenode. Streamline credit checks and approvals by connecting Paramount to your CRM and database. Use Latenode's no-code tools and JavaScript functions to customize workflows, reduce manual data entry, and speed up decisions. Scale easily with Latenode's pay-by-execution pricing.

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FAQ Moxie and Paramount Acceptance

How can I connect my Moxie account to Paramount Acceptance using Latenode?

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

Can I automate payment reminders based on Moxie activity?

Yes, you can! Latenode allows triggering Paramount Acceptance payment reminders based on events in Moxie, streamlining collections. Use visual logic or even AI to adapt the reminders.

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

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

  • Automatically creating a Paramount Acceptance customer when a new Moxie lead is added.
  • Updating customer payment information in Paramount Acceptance based on Moxie data.
  • Triggering personalized payment plans in Paramount Acceptance based on Moxie engagement.
  • Sending automated payment confirmations via Moxie upon successful Paramount Acceptance payment.
  • Generating reports combining Moxie data with Paramount Acceptance payment statuses.

What Moxie data can Latenode access and automate?

Latenode can access Moxie contact info, deal stages, activities, and more. This enables automations based on your CRM data, with granular control.

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

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

  • Complex custom fields in Moxie might require JavaScript for full data parsing.
  • Real-time data sync depends on the API rate limits of both Moxie and Paramount Acceptance.
  • Historical data migration requires a separate workflow design.

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