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Automatically trigger personalized sales outreach in Moxie based on lead scoring changes in Ontraport. Latenode's visual editor makes complex logic simple while scaling affordably, and its JavaScript support enables unique customizations.
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Ontraport
Moxie
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Create a New Scenario to Connect Ontraport and Moxie
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Ontraport, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ontraport or Moxie will be your first step. To do this, click "Choose an app," find Ontraport or Moxie, and select the appropriate trigger to start the scenario.
Add the Ontraport Node
Select the Ontraport node from the app selection panel on the right.
Ontraport
Configure the Ontraport
Click on the Ontraport node to configure it. You can modify the Ontraport URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Moxie Node
Next, click the plus (+) icon on the Ontraport node, select Moxie from the list of available apps, and choose the action you need from the list of nodes within Moxie.
Ontraport
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Moxie
Authenticate Moxie
Now, click the Moxie node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moxie settings. Authentication allows you to use Moxie through Latenode.
Configure the Ontraport and Moxie 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 Ontraport and Moxie Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Moxie
Trigger on Webhook
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Ontraport
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ontraport, Moxie, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Ontraport and Moxie integration works as expected. Depending on your setup, data should flow between Ontraport and Moxie (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ontraport + Moxie + Google Sheets: When a new transaction is created with a product in Ontraport, search for the associated contact in Moxie. Then, add a row in Google Sheets with the transaction details and Moxie contact information.
Moxie + Ontraport + Slack: When a new contact is found in Moxie, find their corresponding information in Ontraport. Then, send a direct message in Slack with a summary of the contact details from both platforms.
About Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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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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How can I connect my Ontraport account to Moxie using Latenode?
To connect your Ontraport account to Moxie on Latenode, follow these steps:
Can I automate lead nurturing after Moxie chat?
Yes, you can! Latenode allows you to trigger Ontraport sequences based on Moxie chat activity, ensuring timely follow-up and improved conversion rates. Leverage no-code blocks or JavaScript.
What types of tasks can I perform by integrating Ontraport with Moxie?
Integrating Ontraport with Moxie allows you to perform various tasks, including:
How to handle complex logic between Ontraport and Moxie?
Latenode's visual editor and JavaScript blocks provide flexibility to implement sophisticated logic for advanced automation scenarios with Ontraport and Moxie.
Are there any limitations to the Ontraport and Moxie integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: