RD Station and Moxie Integration

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Automatically create Moxie support tickets from new RD Station leads, enriching customer service with lead data. Latenode’s visual editor and affordable, execution-based pricing make it simple to scale and maintain this powerful lead-to-support automation.

Swap Apps

RD Station

Moxie

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Moxie

Create a New Scenario to Connect RD Station and Moxie

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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Moxie will be your first step. To do this, click "Choose an app," find RD Station or Moxie, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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RD Station

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Connect RD Station

Sign In

Run node once

Add the Moxie Node

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

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RD Station

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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.

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RD Station

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Moxie

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Connect Moxie

Sign In

Run node once

Configure the RD Station 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.

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Moxie

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Moxie Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the RD Station and Moxie 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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Moxie

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring RD Station, Moxie, 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 RD Station and Moxie integration works as expected. Depending on your setup, data should flow between RD Station and Moxie (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect RD Station and Moxie

RD Station + Moxie + Slack: When a new lead conversion occurs in RD Station, a new client is created in Moxie, and a notification is sent to a dedicated Slack channel to alert the sales team.

Moxie + RD Station + Google Sheets: When a contact is created in Moxie, the contact details are automatically added to RD Station and the changes are recorded in Google Sheets for tracking purposes.

RD Station and Moxie integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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.

See how Latenode works

FAQ RD Station and Moxie

How can I connect my RD Station account to Moxie using Latenode?

To connect your RD Station account to Moxie on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RD Station and click on "Connect".
  • Authenticate your RD Station and Moxie accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate personalized lead nurturing campaigns?

Yes, you can! Latenode's visual editor lets you design sophisticated workflows, triggering Moxie chats based on RD Station lead behavior for tailored engagement.

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

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

  • Automatically initiate a Moxie chat when a new lead is created in RD Station.
  • Update lead information in RD Station based on Moxie chat interactions.
  • Send personalized follow-up messages via Moxie after an RD Station event.
  • Segment RD Station leads based on Moxie chat conversation content.
  • Track marketing campaign performance in RD Station using Moxie engagement data.

HowtoensureleadinformationisconsistentbetweenRDStationandMoxie?

Latenode offers data mapping tools, ensuring consistent lead information across both platforms. Utilize our no-code blocks or custom JavaScript for advanced sync.

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

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

  • Real-time data synchronization depends on the API request limits of both apps.
  • Complex workflows may require knowledge of RD Station and Moxie data structures.
  • Custom JavaScript code might be needed for highly specific data transformations.

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