Do More With MOCO
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Create Trello boards for new MOCO projects
Create projects once, have them available everywhere you work. This integration can handle it all for you once you activate it. From then on, Zapier automation will create Trello board for every new MOCO project—Your team never has to wait to get started again.
How this MOCO-Trello integration works
- A new project is created in MOCO
- Zapier creates a board in Trello
Save new MOCO invoices in a Dropbox folder
Make your archival easier by auto-storing documents. After you set it up, this Zapier automation saves every new MOCO invoice to a specific Dropbox folder. From there, you can print them from here or hand them over to your bookkeeping, always with the assurance you're not missing a single one.
How this MOCO-Dropbox integration works
- A team member creates a new Invoice in MOCO
- Zapier saves the file in a Dropbox folder
Create Trello cards for new MOCO tasks
Keeping on top of your task list can be a huge headache - unless you use this automation! Create tasks in MOCO and have them available in your favorite task management system, Trello. This integration can handle it all for you once you activate it. From then on, Zapier automation will create a Trello card for every new MOCO task.
How this MOCO-Trello integration works
- A new task is created in MOCO
- Zapier searches or creates a Trello board
- Zapier searches or creates a Trello list
- Zapier creates a card in Trello
Create Google Drive folders for new MOCO projects
Auto-storage of related project information means the team can stay aligned and forget about things like naming conventions when setting up now work. Once you configure this Zapier automation it will create a folder on Google Drive for every new project on MOCO. Say goodbye to missing folders and mis-typed names!
How this MOCO-Google Drive integration works
- A team member creates a new Project in MOCO
- Zapier creates a folder for it in Google Drive
- Google Drive
Create MOCO project tasks from new Trello cards
If you've already created a task, there's no need to enter the same information throughout your system. Turn on this integration and we'll capture every new card we find on Trello, automatically creating a task for it in MOCO so you can align your time-tracking and action items effortlessly.
How this Trello-MOCO integration works
- A team member creates a new card in Trello
- Zapier creates a task in MOCO
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Launched on Zapier March 10, 2017
Zapier combines Triggers (like "New Client") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following MOCO Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new client is created.
Triggers when a new invoice is created.
Triggers when a new project is created.
Triggers when a new contact person is created.
Triggers when a new lead was created.
Triggers when the status of an invoice is changed.
Triggers when a person is assigned to a project.
Triggers when a project budget alert event has happened.
Triggers when an expense is recurred.
Triggers when a new sales activity has happened.
Triggers when a new task is created.
Triggers when a project is archived.
Triggers when a project is made active again.
Creates a new contact person.
Creates a new client.
Creates a new lead.
Create a new time entry.
Creates a new project task.
Record a new presence.
Finds an existing project.
Finds an existing active user.
Finds an existing purchase category.
You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.