New App: Manage Your Business Projects with MOCO

Carlin Sack
Carlin Sack / April 11, 2017

When you manage a service business, multi-tasking is a must. Whether you're tracking tasks, organizing business contacts, or sending invoices, MOCO can help you manage it all. Now that MOCO integrates with 750+ business tools via Zapier, multi-tasking just got easier: set up Zaps that automatically transfer data between MOCO and another CRM, project management tool, or email marketing app. Instead of spending time importing and exporting data between tools, you can now focus on the bigger picture.

How MOCO Works with Zapier

Triggers

  • New Project: Trigger a Zap when a new project is created in MOCO.
  • New Invoice: Trigger a Zap when a new invoice is created in MOCO.
  • New Contact: Trigger a Zap when a new contact person is created in MOCO.
  • New Sales Activity: Trigger a Zap when a new sales activity happens in MOCO.

Actions

  • Create Contact: Automatically create a new contact person in MOCO.
  • Create Task: Automatically create a task in a MOCO project.

Automation Inspiration

Get started with these sample Zaps:

Save Records to Your Cloud Storage Tool

Manage Tasks and Projects with MOCO and Trello

How To Automate MOCO with Zapier

  1. Sign up for a MOCO account, and make sure you have a Zapier account

  2. Try some pre-made MOCO integrations and learn more about how MOCO works with Zapier

  3. Check out our MOCO help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with MOCO and Zapier