
When this happens...
New Project
New User
New Comment
New Company
New Contact Person
New Lead
New Expense
Project Updated
User Updated
Contact Person Updated
New Invoice
Invoice Updated
Comment Updated
Lead Updated
Company Updated
New Purchase
Purchase Updated
New Presence
Presence Updated
New Holiday Request
Holiday Request Updated
New Exported Purchase [Bookkeeping]
New Exported Invoice [Bookkeeping]
New Incoming Payment
New Offer
Updated Offer
New Planning Entry
Planning Entry Updated
New Project Assignment
Expense Updated
New Task

Automatically do this!
Enable Integrations or automations with these events of Moco and convoloai
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.
Creates a new project.
Creates a new Comment.
Creates a new company (customer only).
Creates a new contact person.
Creates a new Project Expense.
Creates a new incoming payment.
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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 Moco and convoloai accounts to viaSocket. Once connected, you can set up a workflow where an event in Moco triggers actions in convoloai (or vice versa).
Absolutely. You can customize how Moco data is recorded in convoloai. This includes choosing which data fields go into which fields of convoloai, setting up custom formats, and filtering out unwanted information.
The data sync between Moco and convoloai 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 Moco and convoloai. 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.
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 MoreConvolo.ai is an AI-powered communication platform that enables to convert leads Into active sales calls in a fast and efficient way.
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