MOCO

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 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 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, https //www mocoapp com/?locale=en for subscription, refer to the https //www mocoapp com/?locale=en connect moco and {{product name}} to get started, you must first create a connection between moco and {{product name}} , allowing the two services to communicate obtain your api key in your moco account create the connection in make obtain your api key in your moco account before you create the connection in {{product name}} , you should first obtain your api key in your moco account to obtain your api key navigate to your user profile click the integrations tab copy the api key displayed on screen navigate to settings click extensions click api and webhooks copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //everii group github io/mocoapp api docs/authentication html create the connection in {{product name}} https //www make com/en/register , add the moco module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection 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 docid\ so88fm6pkt0g adkddfzz page moco modules after connecting to the moco app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a comment adds a new comment to a specified item or record create a company creates a new company record in your account create a contact creates a new contact record in your selected application create a lead creates a new lead record in your crm or sales platform create a presence creates a new presence status for a user create a project creates a new project within your selected workspace create a project expense adds a new expense entry to a specific project create a purchase creates a new purchase order in your account create a task on a project creates a new task within the specified project create a user creates a new user account in the specified system create an invoice generates a new invoice record in your account create an invoice payment creates a new payment record for an existing invoice delete a comment permanently removes the specified comment from the system delete a presence deletes the specified presence record from your account delete a project expense deletes a specified project expense, provided that the expense has not yet been billed delete a project task permanently removes a project task, provided that no hours have been logged for that task delete a purchase deletes the specified purchase, but only if its status is pending and there are no recorded payments associated with it delete a user deletes the specified user account note you can only delete a staff member if they have not logged any billed hours delete an invoice payment permanently removes the specified invoice payment from your records get a comment retrieves detailed information about a specific comment you select get a company retrieves detailed information about the specified company get a contact retrieves detailed information about a specific contact you select get a lead retrieves detailed information about a specific lead you select get a presence retrieves detailed information about the specified presence status get a project retrieves detailed information about the specified project get a project expense retrieves detailed information about a specific expense within the selected project get a project task retrieves detailed information about a specific task within the chosen project get a purchase retrieves detailed information about a specific purchase you select get a purchase category retrieves detailed information about a specific purchase category you select get a user retrieves detailed information about a specified user account get an invoice retrieves detailed information for a specified invoice get an invoice pdf generates and provides a downloadable pdf file of a specific invoice get an invoice payment retrieves detailed information about a specific invoice payment you select list comments retrieves a list of all current comments list companies retrieves a complete list of all companies currently stored in your account list contacts retrieves a complete list of all contacts currently stored in your account list invoice payments retrieves a list of all recorded payments made toward invoices list invoices retrieves a complete list of all invoices currently stored in your account list leads retrieves a complete list of all current leads in your account list presences retrieves a complete list of all user presences list project expenses retrieves a list of all expenses recorded for your projects list project tasks retrieves a complete list of all tasks associated with a specific project list projects retrieves a list of all current projects in your account list purchase categories retrieves a complete list of available purchase categories list purchases retrieves a list of all current purchase records list users retrieves a complete list of all current users in your account make an api call executes a custom api request to the connected service using your authorized credentials update a comment updates the content of a specified comment update a company updates the details of a specified company update a contact updates the details of a specified contact in your account update a lead updates the details of a specified lead in your system update a presence updates the chosen user's presence status update a project updates the details of a specified project update a project expense updates the details of a chosen project expense, as long as the expense has not been billed yet update a project task updates the details of a specified task within a selected project update a purchase status updates the status of a specified purchase order update a user updates the details of a specified user account update an invoice payment updates the details of a specified invoice payment update an invoice status updates the payment status of a specified invoice watch new activity triggers when a new activity record is added to your account watch new company triggers when a new company record is added to your system watch new contact triggers when a new contact is added to your account watch new expense triggers when a new expense entry is added to your account watch new invoice triggers when a new invoice is generated in your account watch new lead triggers when a new lead record is added to your system watch new offer triggers when a new offer is added to your account watch new presence triggers when a new presence record is added to your account watch new project triggers when a new project is added to your account watch new task triggers whenever a new task is added to your account watch new user triggers when a new user account is added to your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} moco resources you can have access to more resources related to this app on the following links https //community make com/search?q=moco https //www mocoapp com/?locale=en https //github com/hundertzehn/mocoapp api docs https //www make com/en/integrations/moco