Available Trigger:
Triggers are events that trigger an automation. All triggers run in real-time; that is, data is transferred the moment the event occurs.
New user
New contact
New lead/deal
New invoice
New activity
New task
New project
New offer
New expense
New company
Available Actions:
Actions are what Workflow Builder performs when your automation is running. Actions also allow you to transfer data to other apps and systems.
Create a company
Custom API request
Find company
Create contact
Find contact
Create lead
Find lead
Create project
Find project
Create expense
Find expense
Create task
Find task by ID
Find invoice
Find offer
Create purchase
Find purchase
Create comment
Create palling entries
Find palling entries
App connection
Before setting up automations with MOCO, connect the app to Workflow Builder.
Log in to your Workflow Builder account. If you don't have an account, sign up here.
Go to the Apps section and click the Add a connection button.
In the search bar, type MOCO and select it from the menu. Then, click Add a connection to start the setup process.
Choose a Name for your connection.
To obtain your API Key and Domain, sign in to your MOCO account and go to the Settings page.
Click on the Extensions tab.
Then go to the API & WebHooks section.
Click on the New API key button to generate a key.
Give your key a name and select the Full access option.
Then click the Ok button to save the settings.
When your API key appears, copy it.
To complete the connection, you will need to know your domain. You can find it in the address bar of your browser. Select up to the first dot.
Enter the required information into the Workflow Builder connection fields and click Continue to establish the connection.
Once this process is done, you’ll see a success message and your MOCO account will be connected to Workflow Builder.