Connect Folderit and Moco to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Folderit
Choose an Action
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
Ready to use Folderit and Moco automations
Actions and Triggers
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 Folderit integrations.
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
Create a Group
Create a new group under the account.
Update Group Name
Update the name of a group under the account.
Delete a Group
Delete a group from the account.
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Frequently Asked Questions
To start, connect both your Folderit and Moco accounts to viaSocket. Once connected, you can set up a workflow where an event in Folderit triggers actions in Moco (or vice versa).
Absolutely. You can customize how Folderit 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 Folderit 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 Folderit 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.
About Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn MoreAbout 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
