Create Trello boards for new MOCO projects
MOCO + Trello
MOCO Integrations
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SugarCRM 7+
CRM (Customer Relationship Management)Â +1
CRM (Customer Relationship Management), Premium42 Integrations
Perspective
Marketing AutomationMicrosoft Dynamics CRM Version 8 (Legacy)
CRM (Customer Relationship Management)Â +2
CRM (Customer Relationship Management), Microsoft, Premium72 Integrations
Connect MOCO to 2,000+ Apps
MOCO Integration Details
Launched on Zapier:
The following MOCO Triggers, Searches, and Actions are supported by Zapier:
Triggers
InstantNew Company
Triggers when a new company is created.
InstantNew Project
Triggers when a new project is created.
InstantNew Comment
Triggers when a new comment is created.
InstantNew Client
Triggers when a new client is created.
InstantNew Expense
Triggers when an expense is created.
InstantNew Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
InstantNew Invoice Status
Triggers when the status of an invoice is changed.
InstantNew Project Budget Alert
Triggers when a project budget alert event has happened.
InstantNew Recurred Expense
Triggers when an expense is recurred.
InstantNew Task
Triggers when a new task is created.
InstantUnarchived Project
Triggers when a project is made active again.
InstantNew Invoice
Triggers when a new invoice is created.
InstantNew Time Entry
Triggers when a new time entry is created.
InstantNew Contact Person
Triggers when a new contact person is created.
InstantNew Lead
Triggers when a new lead was created.
InstantNew Holiday Request
Triggers when a new holiday request is created.
InstantNew Invoice Payment
Triggers when a new invoice payment is created.
InstantNew Project Assignment
Triggers when a person is assigned to a project.
InstantNew Purchase
Triggers when a new purchase is created.
InstantNew Sales Activity
Triggers when a new sales activity has happened.
InstantArchived Project
Triggers when a project is archived.
Actions
Create Contact
Creates a new contact person.
Create Lead
Creates a new lead.
Create Comment
Creates a new Comment.
Create Invoice Payment
Creates a new invoice payment.
Create Purchase
Creates a new Purchase.
Record Presence
Record a new presence.
Create Client
Creates a new client.
Create Time Entry
Create a new time entry.
Create Expense
Creates a new Expense.
Create Project
Creates a new Project.
Create Task
Creates a new project task.
Searches
Find Company
Finds an existing Company.
Find User
Finds an existing active user.
Find Invoice
Finds an existing invoice.
Find Purchase Category
Finds an existing purchase category.
Find Contact
Finds an existing Contact.
Find Lead
Finds an existing lead.
Find Project
Finds an existing project.
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