Connect Balsio and Moco
Integrate Balsio with Moco to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Balsio + Moco flows
Start from a real workflow other teams are already running.
Choose a trigger
Balsio
When this happens...
New Message
New Thread
Choose an action
Moco
Automatically do this!
Create Project
Create Comment
Create Company
Create Contact
Create Expense
Create Incoming Payment
Create Deal
Create Outgoing Payment
Create Purchase
Create Task
List Company
List Contact
List Expense
List Invoice
List Offer
List Planning Entry
List Project
List Purchase
List User
List Task
List Purchase Category
List Deal
Create Project in Moco when New Message in Balsio
Use this flowCreate Comment in Moco when New Message in Balsio
Use this flowCreate Company in Moco when New Message in Balsio
Use this flowCreate Contact in Moco when New Message in Balsio
Use this flowCreate Expense in Moco when New Message in Balsio
Use this flowCreate Incoming Payment in Moco when New Message in Balsio
Use this flowCreate Deal in Moco when New Message in Balsio
Use this flowCreate Outgoing Payment in Moco when New Message in Balsio
Use this flowCreate Purchase in Moco when New Message in Balsio
Use this flowCreate Task in Moco when New Message in Balsio
Use this flowSupported Triggers & Actions
Everything you can automate between Balsio and Moco.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when a new message is posted in Balsio, optionally in a chosen thread.
New Thread
Runs when a new thread is created in Balsio.
New Project
Triggers when a new project is created
New User
Triggers when a new user is created
New Comment
Triggers when a new comment is created
New Company
Triggers when a new company is created
Do thisActions
Action is the task that follows automatically within your Balsio integrations.
Add Users to Thread
Add people to a Balsio thread by email address.
Create Scheduled Message
Schedule a message to be posted to a Balsio thread at a chosen time.
Send Message
Post a message to a selected Balsio thread, with optional reply, attachments and attributes.
Create Thread
Start a new Balsio conversation or sub-thread and post its first message.
Archive Thread
Move a Balsio thread from Inbox or Snoozed to Done.
List Threads
List Balsio threads by channel or parent thread, or get one thread by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Balsio
Balsio is a team messaging platform for threads, channels and conversations with teammates and external participants.
Learn moreSimilar apps
About Moco
MOCO (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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Balsio and Moco accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Balsio and Moco as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Moco. No coding required.
Yes. You can set up a workflow where Balsio triggers actions in Moco, and a separate workflow where Moco triggers actions in Balsio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Balsio and Moco. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Balsio and Moco integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
