12 New Zapier Triggers & Actions | MOCO

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12 New Zapier Triggers & Actions = Countless New Opportunities for Automated Workflows.

An overview of the new triggers & actions, including practical application ideas. Click together and try it out!

Example Video https://vimeo.com/389938504

Triggers

New Activity Entry
Collect time entries daily and send them to the team leader via email.

New Invoice Payment
Record payment in MOCO (manually or via CAMT statement upload) and update payment reconciliation in other systems.

New Comment
Direct comments in MOCO centrally to a messaging tool (e.g., Slack) and never miss a thing.

New Holiday Request
Record holiday requests in MOCO and inform centrally (Slack, email, SMS, etc.).

New Additional Service
Record additional services in MOCO and populate a Google Spreadsheet with these entries.

New Purchase
Record expenditures in MOCO and inform centrally or have them recorded in another system.

New Company
Record companies in MOCO and update master data in other systems. Alternative to "New Client" - also provides other companies and suppliers (type is included).

Actions

Create Purchase
Send incoming invoices via email to MOCO for preliminary recording. 

Create Invoice Payment
Record payment in the accounting system or banking in MOCO. 

Create Project
Record a project in your PM tool (Asana, Trello, etc.) and have it created in MOCO.

Create Comment on Project, Lead, Invoice, Company, and Contact
Forward emails to MOCO and add them to projects, leads, and contacts.

Create Expense
Forward a new expenditure via email to MOCO and have it recorded as an additional service.


Additionally, more fields for contacts are now available in Zapier: Company, Gender, Position.

What was Zapier again? 

The web service Zapier connects MOCO with countless business tools (web apps) – and also provides its own functions such as email or SMS notifications for certain events.
No programming knowledge is required for setup. You simply click together a so-called "Zap." 
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