
When this happens...
Update Documet
New Ingest Document
New Group
Update Bucket
New Bucket

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.
Trigger when an existing Ingest document is updated.
Trigger when new Ingest document is created.
Trigger when new Group is created.
Trigger when an existing bucket is updated.
Trigger when new bucket is created.
Triggers when a new project is created
Action is the task that follows automatically within your EyeLevel AI integrations.
Creates a Bucket.
Update an existing bucket.
Delete an existing bucket.
Creates a Group.
Update an existing group.
Delete an existing group.

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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 EyeLevel AI and Moco accounts to viaSocket. Once connected, you can set up a workflow where an event in EyeLevel AI triggers actions in Moco (or vice versa).
Absolutely. You can customize how EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI 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.
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
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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