Box + MOCO

Create new Box folders for each new lead in MOCO

When a new lead is added in MOCO, this workflow instantly creates a corresponding folder in the Box app, helping to keep your data organized. By linking MOCO and Box in this manner, you can simplify your lead management process and ensure that all pertinent information is consolidated in one easy-to-access location. This automatic setup saves you time and effort, allowing you to focus on converting those leads into customers.

When this happens...
New Lead
Triggers when a new lead was created.
TriggerInstant
automatically do this!
Create Folder
Triggered when you add a new folder.
ActionWrite

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Supported triggers and actions

What does this mean?

Approved Holiday Request
Triggers when a holiday request is approved.
Trigger
Instant
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New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
New Contact Person
Triggers when a new contact person is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead was created.
Trigger
Instant
Try It
New Holiday Request
Triggers when a new holiday request is created.
Trigger
Instant
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New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Trigger
Instant
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New Invoice Status
Triggers when the status of an invoice is changed.
Trigger
Instant
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New Planning Entry
Triggers when a new Planning Entry is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Project Budget Alert
Triggers when a project budget alert event has happened.
Trigger
Instant
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New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
Instant
Try It
New Sales Activity
Triggers when a new sales activity has happened.
Trigger
Instant
Try It
New User
Triggers when a new User is created.
Trigger
Instant
Try It
Unarchived Project
Triggers when a project is made active again.
Trigger
Instant
Try It
Updated Company
Triggers when a company was updated.
Trigger
Instant
Try It
Updated Lead
Triggers when a lead was updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice was updated.
Trigger
Instant
Try It
Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Instant
Try It
Updated Project
Triggers when a project was updated.
Trigger
Instant
Try It
Updated User
Triggers when a User was updated.
Trigger
Instant
Try It
- TargetRequired
- MessageRequired
- User
Action
Write
- NameRequired
- Identifier
- CurrencyRequired
- UserRequired
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
Action
Write
- Invoice
- TotalRequired
- DateRequired
- CurrencyRequired
- Partial payment?
- Transaction Identifier
Action
Write
- CompanyRequired
- Identifier
- NameRequired
- CurrencyRequired
- Billing ByRequired
- Hourly Rate
- Budget
- Budget Expenses
- LeaderRequired
- Finish Date
- Info
- Fixed price?
Action
Write
- Purchase
- DateRequired
- TotalRequired
- CurrencyRequired
- Description
- Transaction Identifier
Action
Write
- UserRequired
Action
Write
- ID
- Identifier
- Name
- Type
Action
Search
- ID
- Name
- Status
- Contact Work Email
- Company Name
Action
Search
- ID
- Identifier
Action
Search
- ID
- Date
- ProjectRequired
- UserRequired
Action
Search
- ID
- Identifier
- Receipt Identifier
Action
Search
- ID
- ProjectRequired
- Task NameRequired
Action
Search
New Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
Try It
- FolderRequired
- Share
Trigger
Scheduled
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
Try It
- File IdRequired
- MessageRequired
Action
Write
- Folder
- Name of New FolderRequired
Action
Write
- FolderRequired
- Name of New FileRequired
- File ContentRequired
- Share this file?
Action
Write
- File NameRequired
- Folder
- File Extensions
Action
Search

New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Expense
Triggers when an expense is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
Instant
Try It
New Offer
Triggers when a new offer is created.
Trigger
Instant
Try It
New Presence
Triggers when a new Presence is created.
Trigger
Instant
Try It
New Project Assignment
Triggers when a person is assigned to a project.
Trigger
Instant
Try It
New Purchase
Triggers when a new purchase is created.
Trigger
Instant
Try It
New Recurred Expense
Triggers when an expense is recurred.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Archived Project
Triggers when a project is archived.
Trigger
Instant
Try It
Updated Time Entry
Triggers when a time entry was updated.
Trigger
Instant
Try It
Updated Contact Person
Triggers when a contact person was updated.
Trigger
Instant
Try It
Updated Expense
Triggers when an expense was updated.
Trigger
Instant
Try It
Updated Offer
Triggers when an offer was updated.
Trigger
Instant
Try It
Updated Presence
Triggers when a Presence was updated.
Trigger
Instant
Try It
Updated Purchase
Triggers when a purchase was updated.
Trigger
Instant
Try It
- UserRequired
- ProjectRequired
- DateRequired
- DescriptionRequired
- Task NameRequired
- Tag
- SecondsRequired
Action
Write
- Gender
- First NameRequired
- Last NameRequired
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
Action
Write
- ProjectRequired
- TitleRequired
- Description
- DateRequired
- QuantityRequired
- UnitRequired
- Unit PriceRequired
- Unit CostRequired
- BillableRequired
- Included in Budget?Required
- File
Action
Write
- NameRequired
- AmountRequired
- CurrencyRequired
- Reminder DateRequired
- Info
- Responsible
- Company
- Stage
- Contact
Action
Write
- SupplierRequired
- CreatorRequired
- File
- DateRequired
- Due Date
- Service Period From
- Service Period To
- Invoice number
- CurrencyRequired
- Payment MethodRequired
- Info
- TitleRequired
- TotalRequired
- Tax (%)Required
- Tax included in Total?Required
- Category
Action
Write
- Task NameRequired
- Project IdentifierRequired
- Hourly Rate
- Task Budget
- Active
- Billable
Action
Write
- ID
- Date
- ProjectRequired
- UserRequired
Action
Search
- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
Action
Search
- ID
- Title
- ProjectRequired
Action
Search
- ID
- Identifier
Action
Search
- ID
- Identifier
- Company Name
- Name
Action
Search
- ID
- Name
- Credit Account
Action
Search
- ID
- Last Name
- First Name
- Email
Action
Search
New Event
Triggered when a new event is performed (this is the activity stream).
Trigger
Scheduled
Try It
- Folder
Trigger
Scheduled
Try It
- EmailRequired
- FolderRequired
- RoleRequired
Action
Write
- FolderRequired
- FileRequired
- Name
- Share this file?
Action
Write
- File IdRequired
- New FolderRequired
- Action to Perform
Action
Write
- File IdRequired
- Message
- Due At
- Assign To
Action
Write
- Folder NameRequired
- Parent Folder
Action
Search

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

Learn more Help

Related categories

File Management & Storage

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

OneDrive

File Management & Storage, Microsoft

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Box + MOCO

Create new Box folders for each new lead in MOCO

Approved Holiday Request

New Comment

New Contact Person

New Lead

New Holiday Request

New Exported Invoice (Bookkeeping)

New Invoice Status

New Planning Entry

New Project

New Project Budget Alert

New Outgoing Payment

New Sales Activity

New User

Unarchived Project

Updated Company

Updated Lead

Updated Invoice

Updated Planning Entry

Updated Project

Updated User

Create Comment

MessageRequired

User

Create Company

NameRequired

Identifier

CurrencyRequired

UserRequired

Fax

Email

Phone

Address

Vat

Website

Info

Country Code

Create Incoming Payment

Invoice

TotalRequired

DateRequired

CurrencyRequired

Partial payment?

Transaction Identifier

Create Project

CompanyRequired

Identifier

NameRequired

CurrencyRequired

Billing ByRequired

Hourly Rate

Budget

Budget Expenses

LeaderRequired

Finish Date

Info

Fixed price?

Create Outgoing Payment

Purchase

DateRequired

TotalRequired

CurrencyRequired

Description

Transaction Identifier

Record Presence

UserRequired

Find Company

ID

Identifier

Name

Type

Find Lead

ID

Name

Status

Contact Work Email