MOCO Help & Support

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

To get started with MOCO on Zapier, first you will need to click to connect your MOCO account to use with your Zap.

Next, you'll be asked to enter your MOCO's API key.

To locate your API Key in your MOCO account, please follow these steps:

1. Log into your app account.
2. Click "Settings" (cog icon) from the Top Menu.
3. Choose "Integrations".
4. Click "Enable access".
5. Copy the generate API key to your clipboard

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your MOCO account will now be successfully connected.

Supported Triggers#

• New Recurred Expense - Triggers when an expense is recurred.
• Unarchived Project - Triggers when a project is made active again.
• New Invoice Status - Triggers when the status of an invoice is changed.
• New Contact Person - Triggers when a new contact person is created.
• New Project - Triggers when a new project is created.
• New Project Budget Alert - Triggers when a project budget alert event has happened.
• New Task - Triggers when a new task is created.
• New Client - Triggers when a new client is created.
• New Invoice - Triggers when a new invoice is created.
• Archived Project - Triggers when a project is archived.
• New Lead - Triggers when a new lead was created.
• New Project Assignment - Triggers when a person is assigned to a project.
• New Sales Activity - Triggers when a new sales activity has happened.

Supported Searches#

• Find Project - Finds an existing project.
• Find User - Finds an existing active user.
• Find Purchase Category - Finds an existing purchase category.

Supported Actions#

• Create Purchase - Creates a new purchase.
• Record Presence - Record a new presence.
• Create Task - Creates a new project task.
• Create Client - Creates a new client.
• Create Time Entry - Create a new time entry.
• Create Lead - Creates a new lead.
• Create Contact - Creates a new contact person.