Integrate MOCO with Retently

Trigger NPS/CSAT surveys after project completion or billing events, sync customer contact details and project data, and use feedback scores to enhance service delivery and client relationship management.

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About MOCO

MOCO is a cloud-based software designed for small to medium-sized agencies and service businesses, offering features like time tracking, billing, resource planning, and CRM.

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MOCO to Retently

1

Approved Holiday Request

Triggers when a holiday request is approved
2

New Comment

Triggers when a new comment is created
3

New Contact Person

Triggers when a new contact person is created
4

New Lead

Triggers when a new lead is created
5

New Holiday Request

Triggers when a new holiday request is created
6

New Exported Invoice (Bookkeeping)

Triggers when a new invoice is exported for bookkeeping
7

New Invoice Status

Triggers when the status of an invoice is changed
8

New Planning Entry

Triggers when a new planning entry is created
9

New Project

Triggers when a new project is created
10

New Project Budget Alert

Triggers when a project budget alert event occurs
11

New Outgoing Payment

Triggers when a new outgoing payment is created
12

New Sales Activity

Triggers when a new sales activity occurs
13

New User

Triggers when a new user is created
14

Unarchived Project

Triggers when a project is made active again
15

Updated Company

Triggers when a company is updated
16

Updated Lead

Triggers when a lead is updated
17

Updated Invoice

Triggers when an invoice is updated
18

Updated Planning Entry

Triggers when a planning entry is updated
19

Updated Project

Triggers when a project is updated
20

Updated User

Triggers when a user is updated
21

New Time Entry

Triggers when a new time entry is created
22

New Company

Triggers when a new company is created
23

New Client

Triggers when a new client is created
24

New Expense

Triggers when an expense is created
25

New Invoice

Triggers when a new invoice is created
26

New Incoming Payment

Triggers when a new incoming payment is created
27

New Offer

Triggers when a new offer is created
28

New Presence

Triggers when a new presence is created
29

New Project Assignment

Triggers when a person is assigned to a project
30

New Purchase

Triggers when a new purchase is created
31

New Recurred Expense

Triggers when an expense is recurred
32

New Task

Triggers when a new task is created
33

Archived Project

Triggers when a project is archived
34

Updated Time Entry

Triggers when a time entry is updated
35

Updated Contact Person

Triggers when a contact person is updated
36

Updated Expense

Triggers when an expense is updated
37

Updated Offer

Triggers when an offer is updated
38

Updated Presence

Triggers when a presence is updated
39

Updated Purchase

Triggers when a purchase is updated
RetentlyMOCO logo

Retently to MOCO

1

Create Comment

Creates a new comment
2

Create Company

Creates a new company (customer only)
3

Create Incoming Payment

Creates a new incoming payment
4

Create Project

Creates a new project
5

Create Outgoing Payment

Creates a new outgoing payment
6

Record Presence

Records a new presence
7

Find Company

Finds an existing company
8

Find Lead

Finds an existing lead
9

Find Invoice

Finds an existing invoice
10

Find Planning Entry

Finds an existing planning entry
11

Find Purchase

Finds an existing purchase
12

Find Task

Finds an active task for a project
13

Create Time Entry

Creates a new time entry
14

Create Contact

Creates a new contact person
15

Create Expense

Creates a new expense
16

Create Lead

Creates a new lead
17

Create Purchase

Creates a new purchase
18

Create Task

Creates a new project task
19

Find Time Entry

Finds an existing time entry
20

Find Contact

Finds an existing contact
21

Find Expense

Finds an existing expense
22

Find Offer

Finds an existing offer
23

Find Project

Finds an existing project
24

Find Purchase Category

Finds an existing purchase category
25

Find User

Finds an existing active user

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