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How to connect Moxie and Signnow
Create a New Scenario to Connect Moxie and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Moxie or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Moxie node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Moxie and Signnow 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 Signnow 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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Moxie and Signnow (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 Signnow
Moxie + Signnow + Salesforce: When a new event occurs in SignNow indicating a document has been signed, search for the corresponding lead in Moxie. Then, update the lead's record in Salesforce to reflect the signed contract.
Signnow + Moxie + Google Sheets: When a new event occurs in SignNow, search for associated clients in Moxie. Log the signed contract details and related Moxie lead information in Google Sheets for reporting purposes.
Moxie and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ Moxie and Signnow
How can I connect my Moxie account to Signnow using Latenode?
To connect your Moxie account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send contracts after a Moxie chat?
Yes, you can! Latenode's visual editor makes it simple to trigger a Signnow contract send based on Moxie chat transcripts, streamlining your sales or support processes instantly.
What types of tasks can I perform by integrating Moxie with Signnow?
Integrating Moxie with Signnow allows you to perform various tasks, including:
- Automatically sending agreements upon Moxie chat completion.
- Creating Signnow templates with data pulled from Moxie transcripts.
- Triggering signature requests based on specific keywords in Moxie chats.
- Updating Moxie records when a Signnow document is fully signed.
- Archiving signed documents directly to a specified Moxie folder.
How can I use JavaScript code with Moxie integration?
Use Latenode's JavaScript blocks to add custom logic when processing Moxie data, such as complex data transformations or advanced conditional routing.
Are there any limitations to the Moxie and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Moxie and Signnow API usage may affect performance.
- Complex document formatting may require additional configuration.
- Real-time updates from Moxie may experience slight delays.
