--- title: MOCO slug: moco description: How to integrate MOCO with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_moco.png docTags: createdAt: 2025-02-03T13:29:10.709Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/moco.png" alt="MOCO logo" caption size="50" width="512" height="512"} | Moco is a project management and invoicing tool for agencies and service providers. Integrating Moco with Make.com enables users to automate project tracking, client management, time tracking, and invoice generation directly within their workflows. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official MOCO documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [MOCO](https://www.mocoapp.com/?locale=en) directly. ::: # Requirements To use the MOCO app in Make, you must have an active account and an API Key, [create your account on MOCO](https://www.mocoapp.com/?locale=en). For subscription, refer to the [MOCO pricing page](https://www.mocoapp.com/?locale=en). # Connect MOCO and Make To get started, you must first create a connection between MOCO and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your MOCO account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your MOCO account Before you create the connection in Make, you should first obtain your **API Key** in your MOCO account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to your** user profile**. ::: :::WorkflowBlockItem Click the** Integrations tab**. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::WorkflowBlockItem Navigate to** Settings**. ::: :::WorkflowBlockItem Click** Extensions**. ::: :::WorkflowBlockItem Click** API and Webhooks**. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://everii-group.github.io/mocoapp-api-docs/authentication.html) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the MOCO module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your MOCO account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # MOCO modules After connecting to the MOCO app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Comment Adds a new comment to a specified item or record. ::: :::ExpandableHeading ### Create a Company Creates a new company record in your account. ::: :::ExpandableHeading ### Create a Contact Creates a new contact record in your selected application. ::: :::ExpandableHeading ### Create a Lead Creates a new lead record in your CRM or sales platform. ::: :::ExpandableHeading ### Create a Presence Creates a new presence status for a user. ::: :::ExpandableHeading ### Create a Project Creates a new project within your selected workspace. ::: :::ExpandableHeading ### Create a Project Expense Adds a new expense entry to a specific project. ::: :::ExpandableHeading ### Create a Purchase Creates a new purchase order in your account. ::: :::ExpandableHeading ### Create a Task on a Project Creates a new task within the specified project. ::: :::ExpandableHeading ### Create a User Creates a new user account in the specified system. ::: :::ExpandableHeading ### Create an Invoice Generates a new invoice record in your account. ::: :::ExpandableHeading ### Create an Invoice Payment Creates a new payment record for an existing invoice. ::: :::ExpandableHeading ### Delete a Comment Permanently removes the specified comment from the system. ::: :::ExpandableHeading ### Delete a Presence Deletes the specified presence record from your account. ::: :::ExpandableHeading ### Delete a Project Expense Deletes a specified project expense, provided that the expense has not yet been billed. ::: :::ExpandableHeading ### Delete a Project Task Permanently removes a project task, provided that no hours have been logged for that task. ::: :::ExpandableHeading ### Delete a Purchase Deletes the specified purchase, but only if its status is pending and there are no recorded payments associated with it. ::: :::ExpandableHeading ### Delete a User Deletes the specified user account. Note: You can only delete a staff member if they have not logged any billed hours. ::: :::ExpandableHeading ### Delete an Invoice Payment Permanently removes the specified invoice payment from your records. ::: :::ExpandableHeading ### Get a Comment Retrieves detailed information about a specific comment you select. ::: :::ExpandableHeading ### Get a Company Retrieves detailed information about the specified company. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific contact you select. ::: :::ExpandableHeading ### Get a Lead Retrieves detailed information about a specific lead you select. ::: :::ExpandableHeading ### Get a Presence Retrieves detailed information about the specified presence status. ::: :::ExpandableHeading ### Get a Project Retrieves detailed information about the specified project. ::: :::ExpandableHeading ### Get a Project Expense Retrieves detailed information about a specific expense within the selected project. ::: :::ExpandableHeading ### Get a Project Task Retrieves detailed information about a specific task within the chosen project. ::: :::ExpandableHeading ### Get a Purchase Retrieves detailed information about a specific purchase you select. ::: :::ExpandableHeading ### Get a Purchase Category Retrieves detailed information about a specific purchase category you select. ::: :::ExpandableHeading ### Get a User Retrieves detailed information about a specified user account. ::: :::ExpandableHeading ### Get an Invoice Retrieves detailed information for a specified invoice. ::: :::ExpandableHeading ### Get an Invoice PDF Generates and provides a downloadable PDF file of a specific invoice. ::: :::ExpandableHeading ### Get an Invoice Payment Retrieves detailed information about a specific invoice payment you select. ::: :::ExpandableHeading ### List Comments Retrieves a list of all current comments. ::: :::ExpandableHeading ### List Companies Retrieves a complete list of all companies currently stored in your account. ::: :::ExpandableHeading ### List Contacts Retrieves a complete list of all contacts currently stored in your account. ::: :::ExpandableHeading ### List Invoice Payments Retrieves a list of all recorded payments made toward invoices. ::: :::ExpandableHeading ### List Invoices Retrieves a complete list of all invoices currently stored in your account. ::: :::ExpandableHeading ### List Leads Retrieves a complete list of all current leads in your account. ::: :::ExpandableHeading ### List Presences Retrieves a complete list of all user presences. ::: :::ExpandableHeading ### List Project Expenses Retrieves a list of all expenses recorded for your projects. ::: :::ExpandableHeading ### List Project Tasks Retrieves a complete list of all tasks associated with a specific project. ::: :::ExpandableHeading ### List Projects Retrieves a list of all current projects in your account. ::: :::ExpandableHeading ### List Purchase Categories Retrieves a complete list of available purchase categories. ::: :::ExpandableHeading ### List Purchases Retrieves a list of all current purchase records. ::: :::ExpandableHeading ### List Users Retrieves a complete list of all current users in your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Comment Updates the content of a specified comment. ::: :::ExpandableHeading ### Update a Company Updates the details of a specified company. ::: :::ExpandableHeading ### Update a Contact Updates the details of a specified contact in your account. ::: :::ExpandableHeading ### Update a Lead Updates the details of a specified lead in your system. ::: :::ExpandableHeading ### Update a Presence Updates the chosen user's presence status. ::: :::ExpandableHeading ### Update a Project Updates the details of a specified project. ::: :::ExpandableHeading ### Update a Project Expense Updates the details of a chosen project expense, as long as the expense has not been billed yet. ::: :::ExpandableHeading ### Update a Project Task Updates the details of a specified task within a selected project. ::: :::ExpandableHeading ### Update a Purchase Status Updates the status of a specified purchase order. ::: :::ExpandableHeading ### Update a User Updates the details of a specified user account. ::: :::ExpandableHeading ### Update an Invoice Payment Updates the details of a specified invoice payment. ::: :::ExpandableHeading ### Update an Invoice Status Updates the payment status of a specified invoice. ::: :::ExpandableHeading ### Watch New Activity Triggers when a new activity record is added to your account. ::: :::ExpandableHeading ### Watch New Company Triggers when a new company record is added to your system. ::: :::ExpandableHeading ### Watch New Contact Triggers when a new contact is added to your account. ::: :::ExpandableHeading ### Watch New Expense Triggers when a new expense entry is added to your account. ::: :::ExpandableHeading ### Watch New Invoice Triggers when a new invoice is generated in your account. ::: :::ExpandableHeading ### Watch New Lead Triggers when a new lead record is added to your system. ::: :::ExpandableHeading ### Watch New Offer Triggers when a new offer is added to your account. ::: :::ExpandableHeading ### Watch New Presence Triggers when a new presence record is added to your account. ::: :::ExpandableHeading ### Watch New Project Triggers when a new project is added to your account. ::: :::ExpandableHeading ### Watch New Task Triggers whenever a new task is added to your account. ::: :::ExpandableHeading ### Watch New User Triggers when a new user account is added to your system. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # MOCO resources You can have access to more resources related to this app on the following links - [MOCO topics on Make community](https://community.make.com/search?q=MOCO) - [MOCO website](https://www.mocoapp.com/?locale=en) - [MOCO API documentation](https://github.com/hundertzehn/mocoapp-api-docs) - [MOCO page on make](https://www.make.com/en/integrations/moco) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::