
When this happens...

Automatically do this!
Create Project
Create Comment
Create Company
Create Contact
Create Expense
Create Incoming Payment
Create Lead
Create Outgoing Payment
Create Purchase
Create Task
Find Company
Find Contact
Find Expense
Find Invoice
Find Offer
Find Planning Entry
Find Project
Find Purchase
Find User
Find Task
Find Purchase Category
Find Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Triggers when a new user is created
Triggers when a new comment is created
Triggers when a new company is created
Triggers when a new contact person is created.
Triggers when a new lead was created.
Action is the task that follows automatically within your Intercorp BAS integrations.
Retrieve client records filtered by client code, creation/modified date range, and active status.
Retrieve client profiles.
Creates a new project.
Creates a new Comment.
Creates a new company (customer only).
Creates a new contact person.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Intercorp BAS and Moco accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in Moco (or vice versa).
Absolutely. You can customize how Intercorp BAS data is recorded in Moco. This includes choosing which data fields go into which fields of Moco, setting up custom formats, and filtering out unwanted information.
The data sync between Intercorp BAS and Moco typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Intercorp BAS and Moco. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
Learn MoreMOCO (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.
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