MOCO and Salesflare

CRM (Customer Relationship Management) mocoapp.com ↗

How to connect MOCO

Via Zapier — 64 operations available. Set it up ↗
Via Make — 70 modules available. Set it up ↗

What you can automate

When new Comment in MOCO, create internal note in Salesflare.
When new Company in MOCO, find or create account in Salesflare.
When new Contact Person in MOCO, find or create contact in Salesflare.
When new Client in MOCO, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Lead in MOCO, find or create contact in Salesflare.
When new Invoice in MOCO, create opportunity, then find or create contact in Salesflare.

About MOCO

MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.

MOCO operations on Zapier

Triggers (39)

Start a workflow when this happens

Approved Holiday Request — Triggers when a holiday request is approved.
Archived Project — Triggers when a project is archived.
New Client — Triggers when a new client is created.
New Comment — Triggers when a new comment is created.
New Company — Triggers when a new company is created.

Show 34 more triggers

New Contact Person — Triggers when a new contact person is created.
New Expense — Triggers when an expense is created.
New Exported Invoice (Bookkeeping) — Triggers when a new invoice is exported (for the bookkeeping).
New Holiday Request — Triggers when a new holiday request is created.
New Incoming Payment — Triggers when a new incoming payment is created.
New Invoice — Triggers when a new invoice is created.
New Invoice Status — Triggers when the status of an invoice is changed.
New Lead — Triggers when a new lead was created.
New Offer — Triggers when a new offer is created.
New Outgoing Payment — Triggers when a new outgoing payment is created.
New Planning Entry — Triggers when a new Planning Entry is created.
New Presence — Triggers when a new Presence is created.
New Project — Triggers when a new project is created.
New Project Assignment — Triggers when a person is assigned to a project.
New Project Budget Alert — Triggers when a project budget alert event has happened.
New Purchase — Triggers when a new purchase is created.
New Recurred Expense — Triggers when an expense is recurred.
New Sales Activity — Triggers when a new sales activity has happened.
New Task — Triggers when a new task is created.
New Time Entry — Triggers when a new time entry is created.
New User — Triggers when a new User is created.
Unarchived Project — Triggers when a project is made active again.
Updated Company — Triggers when a company was updated.
Updated Contact Person — Triggers when a contact person was updated.
Updated Expense — Triggers when an expense was updated.
Updated Invoice — Triggers when an invoice was updated.
Updated Lead — Triggers when a lead was updated.
Updated Offer — Triggers when an offer was updated.
Updated Planning Entry — Triggers when a Planning Entry was updated.
Updated Presence — Triggers when a Presence was updated.
Updated Project — Triggers when a project was updated.
Updated Purchase — Triggers when a purchase was updated.
Updated Time Entry — Triggers when a time entry was updated.
Updated User — Triggers when a User was updated.

Actions (12)

Things Salesflare can make it do

Create Comment — Creates a new Comment.
Create Company — Creates a new company (customer only).
Create Contact — Creates a new contact person.
Create Expense — Creates a new Expense.
Create Incoming Payment — Creates a new incoming payment.

Show 7 more actions

Create Lead — Creates a new lead.
Create Outgoing Payment — Creates a new outgoing payment.
Create Project — Creates a new Project.
Create Purchase — Creates a new Purchase.
Create Task — Creates a new project task.
Create Time Entry — Create a new time entry.
Record Presence — Record a new presence.

Searches (13)

Look up existing records

Find Company — Finds an existing Company.
Find Contact — Finds an existing Contact.
Find Expense — Finds an existing Expense.
Find Invoice — Finds an existing Invoice.
Find Lead — Finds an existing lead.

Show 8 more searches

Find Offer — Finds an existing Offer.
Find Planning Entry — Finds an existing Planning Entry.
Find Project — Finds an existing project.
Find Purchase — Finds an existing Purchase.
Find Purchase Category — Finds an existing purchase category.
Find Task — Finds an active Task for a Project.
Find Time Entry — Finds an existing Time Entry.
Find User — Finds an existing active user.

MOCO operations on Make

Triggers (11)

Start a workflow when this happens

Watch New Activity — Triggers when a new activity is created.
Watch New Company — Triggers when a new company is created.
Watch New Contact — Triggers when a new contact is created.
Watch New Expense — Triggers when a new expense is created.
Watch New Invoice — Triggers when a new invoice is created.

Show 6 more triggers

Watch New Lead — Triggers when a new lead is created.
Watch New Offer — Triggers when a new offer is created.
Watch New Presence — Triggers when a new presence is created.
Watch New Project — Triggers when a new project is created.
Watch New Task — Triggers when a new task is created.
Watch New User — Triggers when a new user is created.

Actions (46)

Things Salesflare can make it do

Create a Comment — Creates a new comment.
Create a Company — Creates a new company.
Create a Contact — Creates a new contact.
Create a Lead — Creates a new lead.
Create a Presence — Creates a new presence.

Show 41 more actions

Create a Project — Creates a new project.
Create a Project Expense — Creates a new project expense.
Create a Purchase — Creates a new purchase.
Create a Task on a Project — Creates a new task on the selected project.
Create a User — Creates a new user.
Create an Invoice — Creates a new invoice.
Create an Invoice Payment — Creates a new invoice payment.
Delete a Comment — Deletes the selected comment.
Delete a Presence — Deletes the selected presence.
Delete a Project Expense — Deletes an existing project expense. Deletions are only possible if this entry is not yet billed.
Delete a Project Task — Deletes an existing project task. Deleting a task on a project is only possible as long as no hours were tracked on this task.
Delete a Purchase — Deletes the selected purchase. It's possible only if the status is pending and no payments have been registered.
Delete a User — Deletes the selected user. Deleting a staff member is only possible if no hours are billed already.
Delete an Invoice Payment — Deletes the selected invoice payment.
Get a Comment — Returns information about the selected comment.
Get a Company — Returns information about the selected company.
Get a Contact — Returns information about the selected contact.
Get a Lead — Returns information about the selected lead.
Get a Presence — Returns information about the selected presence.
Get a Project — Returns information about the selected project.
Get a Project Expense — Returns information about the selected project expense.
Get a Project Task — Returns information about the selected project task.
Get a Purchase — Returns information about the selected purchase.
Get a Purchase Category — Returns information about the selected purchase category.
Get a User — Returns information about the selected user.
Get an Invoice — Returns information about the selected invoice.
Get an Invoice PDF — Returns a PDF of an invoice.
Get an Invoice Payment — Returns information about the selected invoice payment.
Make an API Call — Performs an arbitrary authorized API call.
Update a Comment — Updates the selected comment.
Update a Company — Updates the selected company.
Update a Contact — Updates the selected contact.
Update a Lead — Updates the selected lead.
Update a Presence — Updates the selected presence.
Update a Project — Updates the selected project.
Update a Project Expense — Updates the selected project expense. Updates are only possible if this entry is not yet billed.
Update a Project Task — Updates the selected project task.
Update a Purchase Status — Updates status of the selected purchase.
Update a User — Updates the selected user.
Update an Invoice Payment — Updates the selected invoice payment.
Update an Invoice Status — Updates status of the selected invoice.