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How to connect Moxie and Youform
Create a New Scenario to Connect Moxie and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Moxie or Youform, 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 Youform Node
Next, click the plus (+) icon on the Moxie node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Moxie and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Moxie and Youform (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 Youform
Youform + Moxie + Slack: When a new form submission is received in Youform, the details are checked in Moxie. If the criteria matches a record in Moxie, a Slack notification is sent to a specified channel.
Youform + Moxie + Google Sheets: When a new form is submitted in Youform, the data from the submission is added as a new row in Google Sheets to analyze alongside Moxie client data.
Moxie and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ Moxie and Youform
How can I connect my Moxie account to Youform using Latenode?
To connect your Moxie account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Moxie tickets from new Youform submissions?
Yes, you can! Latenode lets you instantly trigger Moxie ticket creation from new Youform entries. Automate support workflows and escalate issues faster, all without coding.
What types of tasks can I perform by integrating Moxie with Youform?
Integrating Moxie with Youform allows you to perform various tasks, including:
- Create Moxie tickets from new Youform submissions automatically.
- Update Moxie tickets when a Youform response is edited.
- Send thank-you emails via Moxie after Youform completion.
- Generate reports on customer feedback using Youform data in Moxie.
- Trigger custom notifications in Moxie based on Youform answers.
Can I use JavaScript code to transform data between Moxie and Youform?
Yes! Latenode allows you to use JavaScript to manipulate data, enabling complex transformations for advanced Moxie and Youform workflows.
Are there any limitations to the Moxie and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits of Moxie and Youform APIs may affect high-volume workflows.
- Real-time synchronization depends on the polling interval configured.
