Moxie and WhatConverts Integration

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Connect Moxie with WhatConverts to track which marketing efforts drive the most valuable support conversations. Latenode's visual editor and affordable pay-by-execution pricing make this powerful analysis accessible. Scale insights and optimize your marketing ROI using no-code tools.

Swap Apps

Moxie

WhatConverts

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and WhatConverts

Create a New Scenario to Connect Moxie and WhatConverts

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

Add the WhatConverts Node

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

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Moxie

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WhatConverts

Authenticate WhatConverts

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

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Moxie

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WhatConverts

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Connect WhatConverts

Sign In
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Run node once

Configure the Moxie and WhatConverts 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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WhatConverts

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Connect WhatConverts

WhatConverts Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Moxie and WhatConverts 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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Webhook response

Save and Activate the Scenario

After configuring Moxie, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Moxie and WhatConverts (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 WhatConverts

Moxie + WhatConverts + Google Sheets: When a new appointment is booked via Moxie, find the associated lead in WhatConverts. Then, add a row to a Google Sheet with the appointment details and lead source information.

WhatConverts + Moxie + Slack: When a new lead is tracked by WhatConverts and they book an appointment via Moxie, send a notification in Slack with the lead and appointment details.

Moxie and WhatConverts 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 WhatConverts

Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.

See how Latenode works

FAQ Moxie and WhatConverts

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

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

Can I track new Moxie chats as WhatConverts leads?

Yes, you can! Latenode lets you automatically log Moxie chats in WhatConverts, capturing valuable lead data. Centralize your lead tracking effortlessly and gain a complete view of your customer interactions.

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

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

  • Create WhatConverts leads from new Moxie chat sessions.
  • Update lead information in WhatConverts based on Moxie data.
  • Trigger automated reports in WhatConverts for specific Moxie interactions.
  • Send Moxie chat transcripts to WhatConverts for detailed analysis.
  • Analyze chat outcomes against marketing attribution in WhatConverts.

HowsecureistheMoxieintegrationwithWhatConvertsonLatenode?

Latenode uses secure authentication protocols. Data transmission is encrypted, ensuring your Moxie and WhatConverts data remains protected throughout the integration process.

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

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

  • Historical data prior to integration setup is not automatically synced.
  • Complex custom fields may require JavaScript or AI block configuration.
  • Real-time data transfer depends on the API rate limits of Moxie and WhatConverts.

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