Automate Moco workflows — from lead to invoice
Use viaSocket to connect Moco to your apps and AI so projects, time tracking, billing and resource plans update automatically — faster billing, fewer errors.
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Triggers and Actions in Moco Automations
viaSocket makes it simple to connect Moco and automate repetitive tasks.
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.
Create Expense
Creates a new Project Expense.
Create Incoming Payment
Creates a new incoming payment.
How to get started with Moco automations
Automate when something happens in Moco
Login -> Create new flow -> Select trigger -> Search Moco -> Choose the trigger from the list
Take action in Moco when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Moco -> Choose the action from the list
Trigger
Action
Real-world use cases of Moco integrations
See how Moco integrates with popular apps to automate tasks and streamline your workflow.
- Integrate moco with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and moco databases.
- Integrate moco with MySQL to automatically sync records, facilitating seamless data exchange between moco and your SQL databases.
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Frequently Asked Questions
Common automations include creating projects from leads, syncing contacts, turning approved timesheets into invoices, updating resource plans when projects change, and triggering follow-up workflows for overdue invoices.
No. viaSocket provides prebuilt actions and simple visual builders so non-technical users can create and run automations without coding.
Yes. viaSocket can apply AI (for example, to qualify incoming leads, classify support requests, or summarize project notes) and then take actions in Moco such as creating projects, assigning team members, or generating tasks.
Automations run on secure API connections to Moco and only access the data needed for each workflow. You control which accounts and scopes are connected, and automations can be scheduled or triggered in real time.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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