Connect Moco and LionDesk to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
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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 Moco integrations.
Create Project
Creates a new project.
Create Comment
Creates a new Comment.
Create Company
Creates a new company (customer only).
Create Contact
Creates a new contact person.
Create Expense
Creates a new Project Expense.
Create Incoming Payment
Creates a new incoming payment.
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Frequently Asked Questions
To start, connect both your Moco and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Moco triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Moco data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Moco and LionDesk 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 LionDesk. 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 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 MoreAbout LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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