Updates to Our MOCO Integration: Kick off Zaps Based on New Clients and Assignments

MOCO helps keep your agency running smoothly by tracking your contacts, invoices, sales, and tasks. Now there are new ways to automate your agency-wide workflows with MOCO + Zapier. Thanks to recent updates, you are now able to set up Zaps that trigger whenever new clients are created in MOCO. Plus, your Zaps can now trigger whenever people are assigned to projects in MOCO. With Zapier watching out for new clients and assignments and taking action accordingly, you can concentrate on giving your clients the best experiences.

What's New with the MOCO + Zapier Integration

New Triggers

• New Client: Triggers when a new client is created.
• New Project Assignment: Triggers when a person is assigned to a project.

How to Automate MOCO with Zapier

1. Make sure you have a Zapier account and a MOCO 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 to build a custom workflow with MOCO and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use MOCO with Zapier.