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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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Your account is ready to use straight away. No payment details required.