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How to connect SmartSuite and Moco
Create a New Scenario to Connect SmartSuite and Moco
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 SmartSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, SmartSuite or Moco will be your first step. To do this, click "Choose an app," find SmartSuite or Moco, and select the appropriate trigger to start the scenario.
Add the SmartSuite Node
Select the SmartSuite node from the app selection panel on the right.
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Configure the SmartSuite
Click on the SmartSuite node to configure it. You can modify the SmartSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Moco Node
Next, click the plus (+) icon on the SmartSuite node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
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Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the SmartSuite and Moco 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 SmartSuite and Moco 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring SmartSuite, Moco, 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 SmartSuite and Moco integration works as expected. Depending on your setup, data should flow between SmartSuite and Moco (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect SmartSuite and Moco
Moco + SmartSuite + Slack: When project hours in Moco are updated, this flow checks if they exceed a budget threshold defined in SmartSuite. If the threshold is reached, a Slack alert is sent.
Moco + SmartSuite + Google Calendar: Log Moco work time entries in SmartSuite as new records, and then automatically create a Google Calendar event corresponding to each entry.
SmartSuite and Moco integration alternatives
About SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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See how Latenode works
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FAQ SmartSuite and Moco
How can I connect my SmartSuite account to Moco using Latenode?
To connect your SmartSuite account to Moco on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select SmartSuite and click on "Connect".
- Authenticate your SmartSuite and Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync project tasks between SmartSuite and Moco?
Yes, you can! Latenode's visual editor makes it easy to automatically sync project tasks, ensuring seamless collaboration and up-to-date information across both SmartSuite and Moco.
What types of tasks can I perform by integrating SmartSuite with Moco?
Integrating SmartSuite with Moco allows you to perform various tasks, including:
- Automatically creating Moco projects from new SmartSuite projects.
- Updating SmartSuite task statuses based on time entries in Moco.
- Syncing client information between SmartSuite and Moco.
- Generating reports in SmartSuite based on Moco time tracking data.
- Triggering SmartSuite notifications when Moco time budgets are exceeded.
How can I automate SmartSuite record creation on Latenode?
Use Latenode's visual editor to define triggers and actions. You can also use JavaScript blocks for custom logic and complex transformations.
Are there any limitations to the SmartSuite and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both services.
- Historical data migration requires manual configuration.
