Connect Moco and Savvy Folders 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!
- Request a new Action for Savvy Folders
Enable Integrations or automations with these events of Moco and Savvy Folders
Enable Integrations or automations with these events of Moco and Savvy Folders
Triggers
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.
Actions
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Moco and Savvy Folders accounts to viaSocket. Once connected, you can set up a workflow where an event in Moco triggers actions in Savvy Folders (or vice versa).
Absolutely. You can customize how Moco data is recorded in Savvy Folders. This includes choosing which data fields go into which fields of Savvy Folders, setting up custom formats, and filtering out unwanted information.
The data sync between Moco and Savvy Folders 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 Savvy Folders. 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 Savvy Folders
Savvy Folders is a cutting-edge platform designed to streamline and enhance your file management and storage needs. With intuitive features and robust security, it offers a seamless experience for organizing, sharing, and accessing your digital files from anywhere, at any time. Ideal for both personal and professional use, Savvy Folders ensures that your documents are always at your fingertips, making collaboration and productivity effortless.
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