Connect Moco and salesdock to Build Intelligent Automations

Choose a Trigger

Moco

When this happens...

Choose an Action

salesdock

Automatically do this!

Enable Integrations or automations with these events of Moco and salesdock

Enable Integrations or automations with these events of Moco and salesdock

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 salesdock?

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

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

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

How often does the data sync between Moco and salesdock?

The data sync between Moco and salesdock 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 salesdock?

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 salesdock?

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

About salesdock

Salesdock is a sales platform that digitizes & automates sales.

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