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12 New Zapier Triggers & Actions = Countless New Possibilities for Automated Workflows
An overview of the new triggers & actions including ideas for practical use. Click together and try out!
Example Video https://vimeo.com/389938504
Triggers
New Time Entry (New Activity)
→ Collect time entries daily and send them to the team leader via email.
New Payment for Outgoing Invoice (New Invoice Payment)
→ Record payment in MOCO (manually or via CAMT account statement upload) and perform payment reconciliation in other systems.
New Comment (New Comment)
→ Direct comments in MOCO centrally to a messaging tool (e.g., Slack) and don't miss anything.
New Holiday Request (New Holiday Request)
→ Record holiday request in MOCO and inform centrally (Slack, Email, SMS, etc.)
New Additional Service (New Expense)
→ Record additional service in MOCO and let a Google Spreadsheet be filled with these entries.
New Outgoing Invoice (New Purchase)
→ Record expenses in MOCO and inform centrally or have them recorded in another system.
New Company (New Company)
→ Record companies in MOCO and update master data in other systems.
Alternative to "New Customer" - also delivers other companies and suppliers (type is provided).
→ Collect time entries daily and send them to the team leader via email.
New Payment for Outgoing Invoice (New Invoice Payment)
→ Record payment in MOCO (manually or via CAMT account statement upload) and perform payment reconciliation in other systems.
New Comment (New Comment)
→ Direct comments in MOCO centrally to a messaging tool (e.g., Slack) and don't miss anything.
New Holiday Request (New Holiday Request)
→ Record holiday request in MOCO and inform centrally (Slack, Email, SMS, etc.)
New Additional Service (New Expense)
→ Record additional service in MOCO and let a Google Spreadsheet be filled with these entries.
New Outgoing Invoice (New Purchase)
→ Record expenses in MOCO and inform centrally or have them recorded in another system.
New Company (New Company)
→ Record companies in MOCO and update master data in other systems.
Alternative to "New Customer" - also delivers other companies and suppliers (type is provided).
Actions
Create Purchase/Incoming Invoice (Create Purchase)
→ Send incoming invoices via email to MOCO for pre-recording.
→ Send incoming invoices via email to MOCO for pre-recording.
Create Payment for Outgoing Invoice (Create Invoice Payment)
→ Record payment in accounting system or banking in MOCO.
→ Record payment in accounting system or banking in MOCO.
Create Project (Create Project)
→ Record project in one's PM tool (Asana, Trello, etc.) and have it created in MOCO.
Create Comment for Project, Lead, Invoice, Company, and Contact (Create Comment)
→ Forward emails to MOCO and add to projects, leads, and contacts.
Create Additional Service (Create Expense)
→ Forward a new expense via email to MOCO and have it recorded as an additional service.
In addition, 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 skills are required for setup. A so-called "Zap" is simply clicked together.
