Moxie and Wave Integration

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Automatically create Wave invoices from new Moxie projects to streamline billing. Latenode’s visual editor makes complex logic simple, and affordable execution time means scaling your accounting automation is easy.

Swap Apps

Moxie

Wave

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and Wave

Create a New Scenario to Connect Moxie and Wave

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 Wave will be your first step. To do this, click "Choose an app," find Moxie or Wave, 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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Moxie

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Connect Moxie

Sign In

Run node once

Add the Wave Node

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

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Wave

Authenticate Wave

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

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Wave

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Connect Wave

Sign In

Run node once

Configure the Moxie and Wave 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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Select an action *

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The action ID

Run node once

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

Moxie + Wave + Slack: When a new sale is recorded in Wave, find the associated client in Moxie. Then, send a Slack message to a designated channel, notifying the team about the new sale and including client information from Moxie.

Moxie + Wave + Airtable: When a new invoice is created in Wave, and a corresponding client exists in Moxie, store both the invoice details and the client information in Airtable for consolidated reporting and analysis.

Moxie and Wave 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 Wave

Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.

See how Latenode works

FAQ Moxie and Wave

How can I connect my Moxie account to Wave using Latenode?

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

Can I automatically create Wave invoices from Moxie chat data?

Yes, using Latenode, you can automate invoice creation in Wave based on Moxie chat transcripts. This saves time and ensures accurate billing using AI to parse chat details.

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

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

  • Automatically create new Wave customers from new Moxie chat users.
  • Send payment reminders in Moxie based on Wave invoice due dates.
  • Log resolved Moxie support tickets as expenses in Wave.
  • Generate monthly financial reports based on Moxie sales conversations.
  • Update customer details in Wave based on Moxie chat profile updates.

Can I use Javascript within my Moxie to Wave automations?

Yes! Latenode allows custom Javascript code within your flows, providing flexible data transformations and control beyond no-code configuration.

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

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

  • Historical data migration might require custom scripting.
  • Complex tax calculations need careful configuration.
  • API rate limits of Moxie and Wave apply.

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