Connect Moco and dailybot to Build Intelligent Automations

Choose a Trigger

Moco

When this happens...

Choose an Action

dailybot

Automatically do this!

Enable Integrations or automations with these events of Moco and dailybot

Enable Integrations or automations with these events of Moco and dailybot

Triggers

New Project

New Project

Triggers when a new project is created

New User

New User

Triggers when a new user is created

New Comment

New Comment

Triggers when a new comment is created

New Company

New Company

Triggers when a new company is created

New Contact Person

New Contact Person

Triggers when a new contact person is created.

New Lead

New Lead

Triggers when a new lead was created.

Actions

Create Project

Create Project

Creates a new project.

Create Comment

Create Comment

Creates a new Comment.

Create Company

Create Company

Creates a new company (customer only).

Create Contact

Create Contact

Creates a new contact person.

Create Expense

Create Expense

Creates a new Project Expense.

Create Incoming Payment

Create Incoming Payment

Creates a new incoming payment.

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Frequently Asked Questions

How do I start an integration between Moco and dailybot?

To start, connect both your Moco and dailybot accounts to viaSocket. Once connected, you can set up a workflow where an event in Moco triggers actions in dailybot (or vice versa).

Can we customize how data from Moco is recorded in dailybot?

Absolutely. You can customize how Moco data is recorded in dailybot. This includes choosing which data fields go into which fields of dailybot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Moco and dailybot?

The data sync between Moco and dailybot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Moco to dailybot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Moco and dailybot?

Yes, you can set conditional logic to control the flow of data between Moco and dailybot. 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

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.

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dailybot

About dailybot

DailyBot is your team's daily assistant. Put your stand-up meetings, status reports and check-ins on cruise control, save time and increase productivity.

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