MOCO + Samdock

MOCO + Samdock integrations

Create new MOCO companies from new Samdock organizations

Initiate a smooth operation with this workflow when there's a New Organization in Samdock to generate a Company in MOCO instantly. Say goodbye to tedious manual data transfers and increase efficiency by ensuring that your data is consistent and updated across both platforms. This is an optimal solution for those striving to maintain a streamlined and well-organized business process.

When this happens...
New OrganizationTriggers when a new organization is created.
TriggerPolling
automatically do this!
Create CompanyCreates a new company (customer only).
ActionWrite

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More things you can do with Samdock and MOCO

Discover other triggers and actions you can use with Samdock and MOCO

Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
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New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Request
Triggers when a new request is created.
Trigger
Polling
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- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write

- Name
  Required
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last Name
  Required
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization Name
  Required
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- Name
  Required
- Description
- Priority
- Start Date
- Due Date
Action
Write
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
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New Contact Person
Triggers when a new contact person is created.
Trigger
Instant
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New Lead
Triggers when a new lead was created.
Trigger
Instant
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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
Try It
New Project Budget Alert
Triggers when a project budget alert event has happened.
Trigger
Instant
Try It
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
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Updated Company
Triggers when a company was updated.
Trigger
Instant
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Updated Lead
Triggers when a lead was updated.
Trigger
Instant
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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
- Target
  Required
- Message
  Required
- User
Action
Write
- Name
  Required
- Identifier
- Currency
  Required
- User
  Required
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
Action
Write
- Invoice
- Total
  Required
- Date
  Required
- Currency
  Required
- Partial payment?
- Transaction Identifier
Action
Write
- Company
  Required
- Identifier
- Name
  Required
- Currency
  Required
- Billing By
  Required
- Hourly Rate
- Budget
- Budget Expenses
- Leader
  Required
- Finish Date
- Info
- Fixed price?
Action
Write
- Purchase
- Date
  Required
- Total
  Required
- Currency
  Required
- Description
- Transaction Identifier
Action
Write
- User
  Required
Action
Write
- ID
- Identifier
- Name
- Type
Action
Search
- ID
- Name
- Status
- Contact Work Email
- Company Name
Action
Search
- ID
- Identifier
Action
Search
- ID
- Date
- Project
  Required
- User
  Required
Action
Search
- ID
- Identifier
- Receipt Identifier
Action
Search
- ID
- Project
  Required
- Task Name
  Required
Action
Search

- Lead/Deal Selection
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First Name
  Required
- Last Name
  Required
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _id
  Required
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
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
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New Project Assignment
Triggers when a person is assigned to a project.
Trigger
Instant
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New Purchase
Triggers when a new purchase is created.
Trigger
Instant
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New Recurred Expense
Triggers when an expense is recurred.
Trigger
Instant
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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
- User
  Required
- Project
  Required
- Date
  Required
- Description
  Required
- Task Name
  Required
- Tag
- Seconds
  Required
Action
Write
- Gender
- First Name
  Required
- Last Name
  Required
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
Action
Write
- Project
  Required
- Title
  Required
- Description
- Date
  Required
- Quantity
  Required
- Unit
  Required
- Unit Price
  Required
- Unit Cost
  Required
- Billable
  Required
- Included in Budget?
  Required
- File
Action
Write
- Name
  Required
- Amount
  Required
- Currency
  Required
- Reminder Date
  Required
- Info
- Responsible
- Company
- Stage
- Contact
Action
Write
- Supplier
  Required
- Creator
  Required
- File
- Date
  Required
- Due Date
- Service Period From
- Service Period To
- Invoice number
- Currency
  Required
- Payment Method
  Required
- Info
- Title
  Required
- Total
  Required
- Tax (%)
  Required
- Tax included in Total?
  Required
- Category
Action
Write
- Task Name
  Required
- Project Identifier
  Required
- Hourly Rate
- Task Budget
- Active
- Billable
Action
Write
- ID
- Date
- Project
  Required
- User
  Required
Action
Search
- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
Action
Search
- ID
- Title
- Project
  Required
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

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.

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About Samdock

Samdock is a simple CRM system for small businesses.

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