MOCO + Zapier

Zapier acts as a mediator between web apps. Users create what are called "Zaps." A Zap consists of a "Trigger" and an "Action." The Trigger is an event in App A that sets off an Action in App B. The possibilities are nearly limitless:
https://zapier.com/apps/moco/integrations

1. Enable the connection under "Extensions" > "Zapier" in the settings
2. Create an account on Zapier – and use the API key provided by MOCO for the setup

Currently, in MOCO, you cannot find a contact by entering a phone number.

With Zapier, you can create a workaround. Here's an example with MOCO+Teams:

1. Create a new channel, e.g., "phonebook" in Teams

2. Use New Message Posted to Channel as the Trigger for Teams

3. Search using MOCO's Find Contact

4. Write the result back to the same channel using the MS Teams Action Send Channel Message

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

New Invoice Payment
→ Record payment in MOCO or update payment reconciliation in other systems.

New Comment
→ Direct comments in MOCO to a central messaging tool (e.g., Slack) to ensure nothing is missed.

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

New Expense
→ Record additional services in MOCO and populate a Google Spreadsheet with these entries.

New Purchase
→ Record expenditures in MOCO and inform centrally or record in another system.

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

Invoice Marked as Paid
→ Send a thank you email via Mailchimp.

→ Select Trigger "Updated Planning Entry" → Add "Find User" search with "user_id" from the "Updated Planning Entry" →  Action "Email by Zapier" (or Slack, etc.) and insert the email from the user search.

Create Purchase
→ Send incoming invoices via email to MOCO and pre-record them. 

Create Invoice Payment
→ Record payment in 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.

Pricing
Signing up for Zapier is free. For higher demands and more complex Zaps, a Premium Plan can be chosen.
Go to Pricing

Zapier is useful for automation and workflows, but not for complex integrations where flawless synchronization is crucial. In this case, Make or the MOCO API is likely the better choice.
We gladly welcome wishes, feedback, and questions about Triggers and Actions.