MeisterTask + MOCO

Create MeisterTask tasks from new MOCO offers

Streamline your project management process with this efficient workflow. Whenever a new offer is made in the MOCO app, a corresponding task will be created in MeisterTask. This enables smooth tracking of each offer and ensures that no opportunity is missed. Boost productivity with this integrated automation between MOCO and MeisterTask.

When this happens...
New Offer
Triggers when a new offer is created.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

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
Try It
Updated User
Triggers when a User was updated.
Trigger
Instant
Try It
- TargetRequired
- MessageRequired
- User
Action
Write
- NameRequired
- Identifier
- CurrencyRequired
- UserRequired
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
Action
Write
- Invoice
- TotalRequired
- DateRequired
- CurrencyRequired
- Partial payment?
- Transaction Identifier
Action
Write
- CompanyRequired
- Identifier
- NameRequired
- CurrencyRequired
- Billing ByRequired
- Hourly Rate
- Budget
- Budget Expenses
- LeaderRequired
- Finish Date
- Info
- Fixed price?
Action
Write
- Purchase
- DateRequired
- TotalRequired
- CurrencyRequired
- Description
- Transaction Identifier
Action
Write
- UserRequired
Action
Write
- ID
- Identifier
- Name
- Type
Action
Search
- ID
- Name
- Status
- Contact Work Email
- Company Name
Action
Search
- ID
- Identifier
Action
Search
- ID
- Date
- ProjectRequired
- UserRequired
Action
Search
- ID
- Identifier
- Receipt Identifier
Action
Search
- ID
- ProjectRequired
- Task NameRequired
Action
Search
New Attachment
Triggers when an attachment is created.
Trigger
Instant
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- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
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- ProjectRequired
- TaskRequired
Trigger
Polling
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New Task Label
Triggers when a Task label is created.
Trigger
Instant
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- NameRequired
- ColorRequired
Action
Write
Create Task Label
Creates a new task label.
Action
Write
- Text
Action
Search
- Name
Action
Search
- Text
- TaskRequired
- FileRequired
- FilenameRequired
Action
Search or write
- Text
- Status
- Task NameRequired
- Task Notes
- Due Date
Action
Search or write

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
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
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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
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
- UserRequired
- ProjectRequired
- DateRequired
- DescriptionRequired
- Task NameRequired
- Tag
- SecondsRequired
Action
Write
- Gender
- First NameRequired
- Last NameRequired
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
Action
Write
- ProjectRequired
- TitleRequired
- Description
- DateRequired
- QuantityRequired
- UnitRequired
- Unit PriceRequired
- Unit CostRequired
- BillableRequired
- Included in Budget?Required
- File
Action
Write
- NameRequired
- AmountRequired
- CurrencyRequired
- Reminder DateRequired
- Info
- Responsible
- Company
- Stage
- Contact
Action
Write
- SupplierRequired
- CreatorRequired
- File
- DateRequired
- Due Date
- Service Period From
- Service Period To
- Invoice number
- CurrencyRequired
- Payment MethodRequired
- Info
- TitleRequired
- TotalRequired
- Tax (%)Required
- Tax included in Total?Required
- Category
Action
Write
- Task NameRequired
- Project IdentifierRequired
- Hourly Rate
- Task Budget
- Active
- Billable
Action
Write
- ID
- Date
- ProjectRequired
- UserRequired
Action
Search
- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
Action
Search
- ID
- Title
- ProjectRequired
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
New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
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New Label
Triggers when a label is created.
Trigger
Instant
Try It
- Trigger On Updated Tasks Instead of New Tasks?
Trigger
Polling
Try It
- TaskRequired
- FileRequired
- FilenameRequired
Action
Write
- Task NameRequired
- Task Notes
- Due Date
Action
Write
- Task IDRequired
- Task Name
- Task Notes
- Due Date
Action
Write
- Person IdRequired
Action
Search
- Text
- Status
Action
Search
- NameRequired
- ColorRequired
Action
Search or write

About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

Learn more

Related categories

Project Management

Similar apps

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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Manage new MOCO projects by creating tasks in MeisterTask

Create tasks in MeisterTask when projects are unarchived in MOCO

MeisterTask + MOCO

Create MeisterTask tasks from new MOCO offers

Approved Holiday Request

New Comment

New Contact Person

New Lead

New Holiday Request

New Exported Invoice (Bookkeeping)

New Invoice Status

New Planning Entry

New Project

New Project Budget Alert

New Outgoing Payment

New Sales Activity

New User

Unarchived Project

Updated Company

Updated Lead

Updated Invoice

Updated Planning Entry

Updated Project

Updated User

Create Comment

Create Company

Create Incoming Payment

Create Project

Create Outgoing Payment

Record Presence

Find Company

Find Lead

Find Invoice

Find Planning Entry

Find Purchase

Find Task

New Attachment

New Person

New Section

New Comment

New Task Label

Create Label

Create Task Label

Find Attachment

Find Label

Find or Create Attachment

Find or Create Task

New Time Entry

New Company

New Client

New Expense

New Invoice

New Incoming Payment

New Offer

New Presence

New Project Assignment

New Purchase

New Recurred Expense

New Task

Archived Project

Updated Time Entry

Updated Contact Person

Updated Expense

Updated Offer

Updated Presence

Updated Purchase

Create Time Entry

Create Contact

Create Expense

Create Lead

Create Purchase

Create Task

Find Time Entry

Find Contact

Find Expense

Find Offer

Find Project

Find Purchase Category

Find User

New Checklist Item

New Project

New Label