Connect DocsBot and Moco
Integrate DocsBot with Moco to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular DocsBot + Moco flows
Start from a real workflow other teams are already running.
Choose a trigger
DocsBot
When this happens...
- Request a new Trigger for DocsBot
Choose an action
Moco
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
Create Web Source in Docsbot when New Incoming Payment in Moco
Use this flowCreate Web Source in Docsbot when Purchase Updated in Moco
Use this flowAsk Question in Docsbot when Presence Updated in Moco
Use this flowCreate Web Source in Docsbot when Presence Updated in Moco
Use this flowAsk Question in Docsbot when Holiday Request Updated in Moco
Use this flowAsk Question in Docsbot when Updated Offer in Moco
Use this flowCreate Web Source in Docsbot when New Exported Invoice [Bookkeeping] from Moco Bookkeeping
Use this flowAsk Question in Docsbot when New Offer in Moco
Use this flowAsk Question in Docsbot when New Presence in Moco
Use this flowCreate Web Source in Docsbot when Updated Offer in Moco
Use this flowSupported Triggers & Actions
Everything you can automate between DocsBot and Moco.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Contact Person
Triggers when a new contact person is created.
New Lead
Triggers when a new lead was created.
Do thisActions
Action is the task that follows automatically within your DocsBot integrations.
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
Create Project
Creates a new project.
Create Comment
Creates a new comment.
Create Company
Creates a new company (customer only).
Create Contact
Creates a new contact.
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 DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn more
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 DocsBot 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 DocsBot 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 DocsBot triggers actions in Moco, and a separate workflow where Moco triggers actions in DocsBot. 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 DocsBot and Moco. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DocsBot 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.
