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Box + MOCO

Create new Box folders for each new lead in MOCO

When a new lead is added in MOCO, this workflow instantly creates a corresponding folder in the Box app, helping to keep your data organized. By linking MOCO and Box in this manner, you can simplify your lead management process and ensure that all pertinent information is consolidated in one easy-to-access location. This automatic setup saves you time and effort, allowing you to focus on converting those leads into customers.

When this happens...
New LeadTriggers when a new lead was created.
TriggerInstant
automatically do this!
Create FolderTriggers when you add a new folder.
ActionWrite

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More things you can do with MOCO and Box

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

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
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New Project Budget Alert
Triggers when a project budget alert event has happened.
Trigger
Instant
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New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
Instant
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New Sales Activity
Triggers when a new sales activity has happened.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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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
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Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Instant
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Updated Project
Triggers when a project was updated.
Trigger
Instant
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Updated User
Triggers when a User was updated.
Trigger
Instant
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- 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
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Polling
Try It
- Folder
  Required
- Share
Trigger
Polling
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Task Assigned to You
Triggered when you are assigned a task.
Trigger
Polling
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- File ID
  Required
- Access Level
- Expiration Date
Action
Write
- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write
- File ID
  Required
- Question
  Required
Action
Write
- File ID
  Required
- Box AI Prompt
  Required
Action
Write
- Group Name
  Required
- Provisioned
- External Sync Identifier
Action
Write
- Template ID
  Required
Action
Write
- Folder ID
  Required
- Recursive
Action
Write
- User ID
  Required
- Force Delete
- Notify User
Action
Write
- Folder
- Name of New Folder
  Required
Action
Write
- Template ID
  Required
Action
Write
- File ID
  Required
Action
Write
- User ID
  Required
Action
Write
- File_id
  Required
- New Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
- Due_at
- Assign_to
Action
Write
- File Name
  Required
- Folder
- File_extensions
Action
Search
- File ID
  Required
Action
Search
- Folder ID
  Required
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search

New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Expense
Triggers when an expense is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
Instant
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New Offer
Triggers when a new offer is created.
Trigger
Instant
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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
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Archived Project
Triggers when a project is archived.
Trigger
Instant
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Updated Time Entry
Triggers when a time entry was updated.
Trigger
Instant
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Updated Contact Person
Triggers when a contact person was updated.
Trigger
Instant
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Updated Expense
Triggers when an expense was updated.
Trigger
Instant
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Updated Offer
Triggers when an offer was updated.
Trigger
Instant
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Updated Presence
Triggers when a Presence was updated.
Trigger
Instant
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Updated Purchase
Triggers when a purchase was updated.
Trigger
Instant
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- 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
Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
- File ID
  Required
- Template Key
  Required
- Metadata (JSON Object)
  Required
Action
Write
- Folder ID
  Required
- Access Level
- Expiration Date
Action
Write
- User ID
  Required
- Group ID
  Required
- Role
Action
Write
- Hub ID
  Required
- Question
  Required
Action
Write
- File_id
  Required
- Message
  Required
Action
Write
- User Name
  Required
- User Email
  Required
- Platform Access Only
- External App User ID
Action
Write
- Template Name
  Required
Action
Write
- Group ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share this file?
Action
Write
- Template ID
  Required
Action
Write
- Template Name
  Required
Action
Write
- File ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Folder
  Required
- Name of New File
  Required
- File Content
  Required
- Share this file?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Folder Name
  Required
- Parent Folder
Action
Search
- Folder ID
  Required
Action
Search
- Marker
Action
Search
- Limit
- Marker
Action
Search
- Limit
- Marker
Action
Search

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

Learn moreLearn moreHelpHelp

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File Management & Storage

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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