Integrate Moco with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Moco
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
Deal 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
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Create Contact
Create or Update Contact
Update Contact
Delete Contact
Find Payments in Zeffy when New Project in Moco
Use this flowGet Payment from Zeffy when New Project in Moco
Use this flowList Contacts from Zeffy when New Project in Moco
Use this flowFind Contact in Zeffy when New Project in Moco
Use this flowList Campaigns from Zeffy when New Project in Moco
Use this flowFind Campaign in Zeffy when New Project in Moco
Use this flowCreate Contact in Zeffy when New Project in Moco
Use this flowCreate or Update Contact in Zeffy when New Project in Moco
Use this flowUpdate Contact in Zeffy when New Project in Moco
Use this flowDelete Contact from Zeffy when New Project in Moco
Use this flowEverything you can automate between Moco and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created
Triggers when a new user is created
Triggers when a new comment is created
Triggers when a new company is created
Triggers when a new contact person is created.
Triggers when a new lead was created.
Action is the task that follows automatically within your Moco integrations.
Creates a new project.
Creates a new comment.
Creates a new company (customer only).
Updated Create Contact perform code to stop forcing company_id and user_id to Number, resolving 422 validation errors.
Creates a new Project Expense.
Creates a new incoming payment.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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 moreZeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
Learn moreSign up for a free viaSocket account, then authorize both your Moco and Zeffy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Moco and Zeffy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zeffy. No coding required.
Yes. You can set up a workflow where Moco triggers actions in Zeffy, and a separate workflow where Zeffy triggers actions in Moco. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Moco and Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moco and Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.