
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 Folderit integrations.
Create a new account.
Update the details of an existing account.
Delete a specific account.
Create a new group under the account.
Update the name of a group under the account.
Delete a group from the account.

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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 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.
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 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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