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How to connect Signnow and Moxie
Create a New Scenario to Connect Signnow 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 Signnow, triggered by another scenario, or executed manually (for testing purposes). In most cases, Signnow or Moxie will be your first step. To do this, click "Choose an app," find Signnow or Moxie, and select the appropriate trigger to start the scenario.
Add the Signnow Node
Select the Signnow node from the app selection panel on the right.
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Add the Moxie Node
Next, click the plus (+) icon on the Signnow 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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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 Signnow 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 Signnow 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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Save and Activate the Scenario
After configuring Signnow, 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 Signnow and Moxie integration works as expected. Depending on your setup, data should flow between Signnow 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 Signnow and Moxie
Signnow + Moxie + Slack: When a document is fully signed in Signnow, a new task is created in Moxie to process the signed document, and a confirmation message is sent to a designated Slack channel.
Moxie + Google Sheets + Signnow: When a task is completed in Moxie, the details are added as a new row in a Google Sheet, and an invite to sign a related document is sent via Signnow.
Signnow and Moxie integration alternatives
About Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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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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See how Latenode works
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FAQ Signnow and Moxie
How can I connect my Signnow account to Moxie using Latenode?
To connect your Signnow account to Moxie on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Signnow and click on "Connect".
- Authenticate your Signnow and Moxie accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Moxie when a document is signed in Signnow?
Yes, using Latenode, trigger updates in Moxie upon Signnow document signatures. This eliminates manual data entry, ensuring real-time synchronization and improving accuracy.
What types of tasks can I perform by integrating Signnow with Moxie?
Integrating Signnow with Moxie allows you to perform various tasks, including:
- Automatically create new Moxie contacts from signed Signnow documents.
- Update contact details in Moxie based on information in Signnow forms.
- Trigger automated follow-up emails in Moxie after a document is signed.
- Create Moxie tasks when a Signnow document reaches a specific stage.
- Log completed Signnow document details within Moxie activity logs.
How secure is Signnow data when integrated with Moxie via Latenode?
Latenode uses advanced encryption and security protocols to protect your Signnow and Moxie data during integration and workflow execution.
Are there any limitations to the Signnow and Moxie integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Signnow to Moxie might experience delays.
- Custom field mappings in Signnow require advanced configuration.
- Real-time updates depend on the API availability of both platforms.
