[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Moxie and Xero
Create a New Scenario to Connect Moxie and Xero
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 Xero will be your first step. To do this, click "Choose an app," find Moxie or Xero, 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.
+
1
Moxie
Add the Xero Node
Next, click the plus (+) icon on the Moxie node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
1
Moxie
⚙
+
2
Xero
Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the Moxie and Xero 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 Xero 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Xero
1
Trigger on Webhook
⚙
2
Moxie
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Moxie, Xero, 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 Xero integration works as expected. Depending on your setup, data should flow between Moxie and Xero (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 Xero
Moxie + Xero + Slack: When a project is completed in Moxie, an invoice is automatically created in Xero. A notification is then sent to a designated Slack channel to inform the team about the new invoice.
Xero + Moxie + Google Sheets: This workflow summarizes Xero invoices in Google Sheets, using Moxie project data to categorize them. It fetches invoices from Xero, retrieves project details from Moxie, and then appends the summarized data to a Google Sheet.
Moxie and Xero 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.
Similar apps
Related categories
About Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
Related categories
See how Latenode works
.svg)
.png)
FAQ Moxie and Xero
How can I connect my Moxie account to Xero using Latenode?
To connect your Moxie account to Xero 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 Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation based on Moxie support tickets?
Yes, you can! Latenode's visual editor makes it easy to create workflows that automatically generate Xero invoices from resolved Moxie tickets. This saves time and reduces manual errors.
What types of tasks can I perform by integrating Moxie with Xero?
Integrating Moxie with Xero allows you to perform various tasks, including:
- Create Xero invoices automatically from completed Moxie support interactions.
- Update customer information in Xero when new users are added to Moxie.
- Send Xero payment reminders triggered by events within Moxie support tickets.
- Track invoice status updates from Xero within Moxie customer profiles.
- Generate financial reports in Xero based on Moxie support data analysis.
How do I handle custom fields from Moxie when pushing data to Xero?
Latenode’s JavaScript code blocks let you map and transform data from Moxie’s custom fields to corresponding fields in Xero with ease.
Are there any limitations to the Moxie and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API limits of both Moxie and Xero.
- Historical data migration between Moxie and Xero might require manual setup.
