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How to connect Moxie and SmartSuite
Create a New Scenario to Connect Moxie and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Moxie or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Moxie node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Moxie and SmartSuite 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 SmartSuite 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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Moxie and SmartSuite (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 SmartSuite
Moxie + SmartSuite + Slack: When a new client is created in Moxie, a new project is created in SmartSuite. Then, a welcome message is sent to a Slack channel.
SmartSuite + Moxie + Gmail: When a new record is created in SmartSuite, search for the related client in Moxie. If found, send them a progress report via Gmail.
Moxie and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ Moxie and SmartSuite
How can I connect my Moxie account to SmartSuite using Latenode?
To connect your Moxie account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create SmartSuite records from new Moxie chats?
Yes, you can! Latenode's visual editor simplifies this automation, ensuring every new Moxie chat creates a corresponding SmartSuite record. Benefit from enhanced data organization!
What types of tasks can I perform by integrating Moxie with SmartSuite?
Integrating Moxie with SmartSuite allows you to perform various tasks, including:
- Automatically creating new SmartSuite records from Moxie chat transcripts.
- Updating SmartSuite fields based on Moxie chat resolutions.
- Triggering Moxie chats from SmartSuite record updates.
- Sending Moxie notifications for critical SmartSuite alerts.
- Analyzing Moxie chat data and storing insights within SmartSuite.
How do I handle errors when processing Moxie data in Latenode workflows?
Latenode offers robust error handling. Use "Try/Catch" blocks to manage errors and ensure reliable Moxie and SmartSuite data processing.
Are there any limitations to the Moxie and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Moxie and SmartSuite APIs may affect high-volume workflows.
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API availability of both platforms.
