MOCO

The MOCO modules allow you to monitor, create, update, retrieve, list, and delete the activities, contacts, Comments, companies, invoices, invoice payments, leads, presence, projects, project tasks, project expenses, purchases, purchase categories, offers, and users in your MOCO account.

Prerequisites

  • A MOCO account

In order to use MOCO with Make, it is necessary to have a MOCO account. If you do not have one, you can create a MOCO account at mocoapp.com.

To connect your MOCO account to Make you need to obtain the API Key from your MOCO account and insert it in the Create a connection dialog in the Make module.

1. Log in to your MOCO account.

2. Click your account profile icon > Profile > Integrations.

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3. Copy the API Key to your clipboard.

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4. Go toMake and open the MOCO module's Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API key copied in step 3.

7. In the Subdomain field, enter your MOCO account's domain details. For example, if your MOCO account's URL address is www.xyz.mocoapp.com then your subdomain is xyz8. Click Continue.

The connection has been established.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new activity is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new contact is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

Lists all existing contacts.

Connection

Establish a connection to your MOCO account.

Term

Enter the full text to search contacts that match the specified term. For example, full name, first name, work email, company, and so on.

Phone

Enter (map) the phone number to search the contacts with the specified phone number.

Tags

Enter the tags to search for the contacts that match the specified tags. You can add multiple tags separated by a comma.

Limit

Set the maximum number of contacts Make will return during one execution cycle.

Returns information about the selected contact.

Connection

Establish a connection to your MOCO account.

Contact ID

Select or map the Contact ID whose details you want to retrieve.

Creates a new contact.

Connection

Establish a connection to your MOCO account.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Gender

Select or map the contact's gender. For example, male.

Title

Enter (map) the contact's title. For example, Mr., Dr.

Company ID

Select or map the contact's company ID.

Job Position

Enter (map) the contact's job position in the company.

Mobile Phone

Enter (map) the contact's mobile phone number.

Work Fax

Enter (map) the contact's work fax number.

Work Phone

Enter (map) the contact's work phone number.

Work Email

Enter (map) the contact's work email address.

Work Address

Enter (map) the contact's work address.

Home Email

Enter (map) the contact's personal email address.

Home Address

Enter (map) the contact's personal home address.

Birthday

Enter (map) the contact's birthday.

Info

Enter (map) any additional information about the contact.

Tags

Add the tags for the contact. For example, lead, developer. You can add multiple tags.

Updates the selected contact.

Connection

Establish a connection to your MOCO account.

Contact ID

Select or map the Contact ID whose details you want to update.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Gender

Select or map the contact's gender. For example, male.

Title

Enter (map) the contact's title. For example, Mr., Dr.

Company ID

Select or map the contact's company ID.

Job Position

Enter (map) the contact's job position in the company.

Mobile Phone

Enter (map) the contact's mobile phone number.

Work Fax

Enter (map) the contact's work fax number.

Work Phone

Enter (map) the contact's work phone number.

Work Email

Enter (map) the contact's work email address.

Work Address

Enter (map) the contact's work address.

Home Email

Enter (map) the contact's personal email address.

Home Address

Enter (map) the contact's personal home address.

Birthday

Enter (map) the contact's birthday.

Info

Enter (map) any additional information about the contact.

Tags

Add the tags for the contact. For example, lead, developer. You can add multiple tags.

Lists all existing comments.

Connection

Establish a connection to your MOCO account.

Commentable Type

Select the option whose comments you want to list. For example, deals, projects.

Commentable ID

Select the ID for the option selected above.

User ID

Select or map the User ID whose comments you want to list.

Manual

Select whether you want to list the user-created comments.

Limit

Set the maximum number of comments Make should return during one execution cycle.

Returns information about the selected comment.

Connection

Establish a connection to your MOCO account.

Comment ID

Select or map the Comment ID whose details you want to retrieve.

Creates a new comment.

Connection

Establish a connection to your MOCO account.

Commentable Type

Select the option whose comments you want to list. For example, deals, projects.

Commentable ID

Select the ID for the option selected above. For example, if you have selected User above, select the User ID.

Comment

Enter the comment text.

Updates the selected comment.

Connection

Establish a connection to your MOCO account.

Comment ID

Select or map the Comment ID whose details you want to update.

Commentable Type

Select the option whose comments you want to list. For example, deals, projects.

Commentable ID

Select the ID for the option selected above. For example, if you have selected User above, select the User ID.

Comment

Enter the comment text.

Deletes a selected comment.

Connection

Establish a connection to your MOCO account.

Comment ID

Select or map the Comment ID you want to delete.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new company is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

List all existing companies.

Connection

Establish a connection to your MOCO account.

Type

Select the company type you want to list. For example, supplier, Vendor.

Tags

Add the tags to list the companies that match the tags.

Identifier

Enter the company identifier number you want to list.

Limit

Set the maximum number of companies Make should return during one execution cycle.

Returns information about the selected company.

Connection

Establish a connection to your MOCO account.

Company ID

Select or map the Company ID whose details you want to retrieve.

Creates a new company.

Connection

Establish a connection to your MOCO account.

Name

Enter the company name.

Type

Select or map the company type and enter the specific details.

Currency

Enter (map) the company's applicable three-character currency code. For example, EUR. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Country Code

Select or map the country in which the company is located.

VAT Identifier

Enter (map) the company's VAT identifier.

Website

Enter (map) the company's website URL address.

Fax

Enter (map) the company's fax number.

Phone

Enter (map) the company's contact phone number.

Email

Enter (map) the company's contact email address.

Billing Email CC

Enter the company's billing email address.

Address

Enter (map) the company's contact address.

Info

Enter the details about the company.

Custom Properties

Add the custom fields and their values for the company. For example, company billing address.

Labels

Add the labels for the company. For example, Automobile. You can add multiple labels.

User ID

Select the User ID who is the contact person for the company.

Footer

Enter the information that appears in the footer of the company's invoice.

Updates the selected company.

Connection

Establish a connection to your MOCO account.

Company ID

Select the Company ID whose details you want to update.

Name

Enter the company name.

Type

Select or map the company type and enter the specific details.

Currency

Enter (map) the company's applicable three-character currency code. For example, EUR. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Country Code

Select or map the country in which the company is located.

VAT Identifier

Enter (map) the company's VAT identifier.

Website

Enter (map) the company's website URL address.

Fax

Enter (map) the company's fax number.

Phone

Enter (map) the company's contact phone number.

Email

Enter (map) the company's contact email address.

Billing Email CC

Enter the company's billing email address.

Address

Enter (map) the company's contact address.

Info

Enter the details about the company.

Custom Properties

Add the custom fields and their values for the company. For example, company billing address.

Labels

Add the labels for the company. For example, Automobile. You can add multiple labels.

User ID

Select the User ID who is the contact person for the company.

Footer

Enter the information that appears in the footer of the company's invoice.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new invoice is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

Lists all existing invoices.

Connection

Establish a connection to your MOCO account.

Status

Select the status of the invoice you want to list:

  • Draft

  • Created

  • Sent

  • Partially Paid

  • Paid

  • Overdue

  • Ignored

Date From

Enter the date to list the invoices created on or after the specified date. See the list of supported date and time formats.

Date To

Enter the date to list the invoices created on or before the specified date. See the list of supported date and time formats.

Tags

Add the tags to list the invoices that match the specified tags. You can add multiple tags separated by a comma.

Identifier

Enter the company identifier whose invoices you want to list.

Term

Enter a keyword or phrase to search the invoices that match the specified terms.

Limit

Set the maximum number of invoices Make will return during one execution cycle.

Returns information about the selected invoice.

Connection

Establish a connection to your MOCO account.

Invoice ID

Select the Invoice ID whose details you want to retrieve.

Creates a new invoice.

Connection

Establish a connection to your MOCO account.

Customer ID

Select the Customer ID whose invoice you are creating.

Recipient Address

Enter the recipient email address to which the invoice is sent.

Date

Enter the date on which the invoice is created. See the list of supported date and time formats.

Due Date

Enter the date on which the invoice is due for payment. See the list of supported date and time formats.

Title

Enter a name for the invoice.

Tax

Enter the tax applicable to the invoice.

Currency

Enter the three-character currency code applicable to the invoice. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Items

Add the items to the invoice:

Title

Enter the name of the item.

Type

Select the item type.

Description

Enter the details of the item.

Quantity

Enter the number of items.

Unit

Enter the measuring unit of the item.

Unit Price

Enter the unit price.

Net Total

Enter the total net price of the items.

Service Period From

Enter the service for the items in the invoice starts from.

Service Period To

Enter the service for the items in the invoice ends on.

Status

Select the status of the invoice:

  • Created

  • Draft

Change Address

Select the option to change the address on the invoice:

  • Customer

  • Invoice

Salutation

Enter the applicable salutation to the address. For example, Mr. Dr..

Footer

Enter the text that appears on the footer of the invoice.

Discount

Enter the discount applicable to the invoice in percenter. For example, for 15% enter 15.

Cash Discount

Enter the cash discount applicable on the invoice.

Cash Discount Days

Enter the number of days the cash discount applicable on the invoice.

Project ID

Select the Project ID associated with the invoice.

Tags

Add the tags for the invoice. You can add multiple tags.

Updates status of the selected invoice.

Connection

Establish a connection to your MOCO account.

Invoice ID

Select or map the Invoice ID whose status you want to update.

Status

Select the status of the invoice:

  • Created

  • Sent

  • Overdue

  • Ignored

Lists all existing invoice payments.

Connection

Establish a connection to your MOCO account.

Invoice ID

Select the Invoice ID whose payments you want to list.

Date From

Enter the date to list the invoice payment created on or after the specified date. See the list of supported date and time formats.

Date To

Enter the date to list the invoice payments created on or before the specified date. See the list of supported date and time formats.

Limit

Set the maximum number of invoice payments Make should return during one execution cycle.

Returns information about the selected invoice payment.

Connection

Establish a connection to your MOCO account.

Invoice Payment ID

Select the Invoice Payment ID whose details you want to retrieve.

Creates a new invoice payment.

Connection

Establish a connection to your MOCO account.

Date

Select the Invoice Payment ID whose details you want to retrieve. See the list of supported date and time formats.

Invoice ID

Select the Invoice ID whose payment you want to create.

Paid Total

Enter the total invoice amount is to be paid.

Currency

Enter the applicable currency to the invoice payment. For example, USD. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Partially Paid

Select whether the partial invoice amount is paid.

Updates the selected invoice payment.

Connection

Establish a connection to your MOCO account.

Invoice Payment ID

Select the invoice payment ID whose details you want to update.

Date

Select the Invoice Payment ID whose details you want to retrieve. See the list of supported date and time formats.

Invoice ID

Select the Invoice ID whose payment you want to create.

Paid Total

Enter the total invoice amount is to be paid.

Currency

Enter the applicable currency to the invoice payment. For example, USD. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Partially Paid

Select whether the partial invoice amount is paid.

Deletes the selected invoice payment.

Connection

Establish a connection to your MOCO account.

Invoice Payment ID

Select the Invoice Payment ID you want to delete.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new lead is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

Lists all existing leads.

Connection

Establish a connection to your MOCO account.

Status

Select the lead's status you want to list:

  • Potential

  • Pending

  • Won

  • Lost

  • Dropped

Tags

Enter the tags to list the leads that match the specified leads. You can enter multiple tags separated by a comma.

Limit

Set the maximum number of leads Make should return during one execution cycle.

Returns information about the selected lead.

Connection

Establish a connection to your MOCO account.

Lead ID

Select or map the Lead ID whose details you want to retrieve.

Creates a new lead.

Connection

Establish a connection to your MOCO account.

Name

Enter the lead's name.

Currency

Enter the three-character currency code applicable to the lead. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Money

Enter the amount expected from this lead or deal.

Reminder Date

Enter the date to remind the lead. See the list of supported date and time formats.

User ID

Select or map the User ID associated with this lead or deal.

Deal Category ID

Select or map the deal category.

Company ID

Select or map the Company ID with which the lead is associated.

Person ID

Select or map the Person ID associated with the project.

Info

Enter additional information about the

Status

Select the status of the lead:

  • Potential

  • Pending

  • Won

  • Lost

  • Dropped

Updates the selected lead.

Connection

Establish a connection to your MOCO account.

Lead ID

Select the Lead ID whose details you want to update.

Name

Enter the lead's name.

Currency

Enter the three-character currency code applicable to the lead. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Money

Enter the amount expected from this lead or deal.

Reminder Date

Enter the date to remind the lead. See the list of supported date and time formats.

User ID

Select or map the User ID associated with this lead or deal.

Deal Category ID

Select or map the deal category.

Company ID

Select or map the Company ID with which the lead is associated.

Person ID

Select or map the Person ID

Info

Enter additional information about the

Status

Select the status of the lead:

  • Potential

  • Pending

  • Won

  • Lost

  • Dropped

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new presence is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

Lists all presences.

Connection

Establish a connection to your MOCO account.

From Date

Enter the date to list the presences created on or after the specified date. See the list of supported date and time formats.

To Date

Enter the date to list the presences created on or before the specified date. See the list of supported date and time formats.

User ID

Select the User ID whose presences you want to list.

Limit

Set the maximum number of presences Make should return during one execution cycle.

Returns information about the selected presence.

Connection

Establish a connection to your MOCO account.

Presence ID

Select the Presence ID whose details you want to retrieve.

Creates a new presence.

Connection

Establish a connection to your MOCO account.

Date

Enter the date on which you want to create the presence. See the list of supported date and time formats.

From Time

Enter the start time of the presence. See the list of supported date and time formats.

To Time

Enter the end time of the presence. See the list of supported date and time formats.

Updates the selected presence.

Connection

Establish a connection to your MOCO account.

Presence ID

Select the Presence ID whose details you want to update.

Date

Enter the date on which you want to create the presence. See the list of supported date and time formats.

From Time

Enter the start time of the presence. See the list of supported date and time formats.

To Time

Enter the end time of the presence. See the list of supported date and time formats.

Deletes the selected presence.

Connection

Establish a connection to your MOCO account.

Presence ID

Select the Presence ID you want to delete.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new project is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

List Projects

Lists all existing projects.

Returns information about the selected project.

Connection

Establish a connection to your MOCO account.

Project ID

Select the Project ID whose details you want to retrieve.

Creates a new project.

Connection

Establish a connection to your MOCO account.

Name

Enter a name for the project.

Currency

Enter the three-character currency code applicable for the project. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Finish Date

Enter the date on which the project ends. See the list of supported date and time formats.

Leader ID

Select or map the Leader ID who will lead the project.

Customer ID

Select or map the Customer ID associated with the project.

Deal ID

Select or map the Deal ID associated with the project.

Identifier

Enter the project identifier.

Billing Address

Enter the project's billing address.

Billing Email To

Enter the email address to which you will send the project billing.

Billing Email CC

Enter the email address to add the CC field of the email.

Billing Notes

Enter the text that appears as a billing note.

Setting Include Time Report

Select whether you want to include the time report in the project.

Billing Variant

Select the option whose billing you want to include. For example, project, task, or user.

Hourly Rate

Enter the hourly rate of the billing variant.

Budget

Enter the budget assigned to the project.

Labels

Add the labels to the project. For example, implementation, hosting.

Info

Enter the additional information about the project.

Custom Properties

Add the custom fields and their values for the company. For example, company billing address.

Updates the selected project.

Connection

Establish a connection to your MOCO account.

Project ID

Select the Project ID whose details you want to update.

Name

Enter a name for the project.

Currency

Enter the three-character currency code applicable for the project. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies in Your MOCO Account.

Finish Date

Enter the date on which the project ends. See the list of supported date and time formats.

Leader ID

Select or map the Leader ID who will lead the project.

Customer ID

Select or map the Customer ID associated with the project.

Deal ID

Select or map the Deal ID associated with the project.

Identifier

Enter the project identifier.

Billing Address

Enter the project's billing address.

Billing Email To

Enter the email address to which you will send the project billing.

Billing Email CC

Enter the email address to add the CC field of the email.

Billing Notes

Enter the text that appears as a billing note.

Setting Include Time Report

Select whether you want to include the time report in the project.

Billing Variant

Select the option whose billing you want to include. For example, project, task, or user.

Hourly Rate

Enter the hourly rate of the billing variant.

Budget

Enter the budget assigned to the project.

Labels

Add the labels to the project. For example, implementation, hosting.

Info

Enter the additional information about the project.

Custom Properties

Add the custom fields and their values for the company. For example, company billing address.

Lists all existing project tasks.

Connection

Establish a connection to your MOCO account.

Project ID

Select the Project ID whose tasks you want to list.

Limit

Set the maximum number of project tasks Make should return during one execution cycle.

Returns information about the selected project task.

Connection

Establish a connection to your MOCO account.

Project Task ID

Select the Project Task ID whose details you want to retrieve.

Creates a new task on the selected project.

Connection

Establish a connection to your MOCO account.

Project ID

Select the Project ID on which you want to create the task.

Name

Enter a name for the task.

Billable

Select whether this task is billable.

Active

Select whether the task is active.

Budget

Enter the amount allocated for the task.

Hourly Rate

Enter the hourly rate assigned for the task.

Updates the selected project task.

Connection

Establish a connection to your MOCO account.

Project ID

Select the Project ID on which you want to create the task.

Task ID

Select the Task ID whose details you want to update.

Name

Enter a name for the task.

Billable

Select whether this task is billable.

Active

Select whether the task is active.

Budget

Enter the amount allocated for the task.

Hourly Rate

Enter the hourly rate assigned for the task.

Deletes an existing project task. Deleting a task on the project is only possible as long as no hours were tracked on this task.

Connection

Establish a connection to your MOCO account.

Project Task ID

Select the Project Task ID you want to delete.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new expense is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

Lists all existing project expenses.

Connection

Establish a connection to your MOCO account.

Project ID

Select the Project ID whose expenses you want to list.

Limit

Set the maximum number of project expenses Make should return during one execution cycle.

Returns information about the selected project expense.

Connection

Establish a connection to your MOCO account.

Project Expense ID

Select the Project Expense ID whose details you want to retrieve.

Creates a new project expense.on

Connection

Establish a connection to your MOCO account.

Project ID

Select the Project ID for which you want to create an expense.

Title

Enter a name for the expense.

Date

Enter the date when the project expense is created. See the list of supported date and time formats.

Quantity

Enter the number of items that are part of the expense.

Unit

Enter the unit applicable for the expense. For example, month.

Unit Price

Enter the unit price applicable for the expense. For example, 30. Default currency in the MOCO settings is applied.

Unit Cost

Enter the cost price of the units. For example, 19. Default currency in the MOCO settings is applied. Unit cost should be less than the unit price.

Description

Enter the details of the expense. For example, hosting.

Billable

Select whether the expense is billable to the client.

Budget Relevant

Select whether the expense is relevant to the budget assigned to the project.

Custom Properties

Add the custom fields and their values for the company. For example, company billing address.

Updates the selected project expense. Updates are only possible if this entry is not yet billed.

Connection

Establish a connection to your MOCO account.

Project ID

Select the Project ID whose expense details you want to update.

Title

Enter a name for the expense.

Date

Enter the date when the project expense is created. See the list of supported date and time formats.

Quantity

Enter the number of items that are part of the expense.

Unit

Enter the unit applicable for the expense. For example, month.

Unit Price

Enter the unit price applicable for the expense. For example, 30. Default currency in the MOCO settings is applied.

Unit Cost

Enter the cost price of the units. For example, 19. Default currency in the MOCO settings is applied. Unit cost should be less than the unit price.

Description

Enter the details of the expense. For example, hosting.

Billable

Select whether the expense is billable to the client.

Budget Relevant

Select whether the expense is relevant to the budget assigned to the project.

Custom Properties

Add the custom fields and their values for the company. For example, company billing address.

Deletes an existing project expense. Deletions are only possible if this entry is not yet billed.

Connection

Establish a connection to your MOCO account.

Project Expense ID

Select the Project Expense ID you want to delete.

List all existing purchases.

Connection

Establish a connection to your MOCO account.

Identifier of the Purchase

Enter the purchase ID whose details you want to list.

Category ID

Select the Category ID to list the purchases that belong to the specified category.

Term

Enter a word to list the purchases that match the specified terms.

Company ID

Select the Company ID whose purchases you want to list.

Status

Select the status of the purchase you want to list. For example, pending.

Tags

Enter the tags to list the purchases that match the specified tags. You can enter multiple tags separated by a comma.

Date

Enter a date range to list the purchases from the specified date range. For example, enter a range in the form 2020-02-01:2020-02-22.

Unpaid

Select whether the purchase is unpaid.

Limit

Set the maximum number of purchases Make should return during one execution cycle.

Returns information about the selected purchase.

Connection

Establish a connection to your MOCO account.

Purchase ID

Select the Purchase ID whose details you want to retrieve.

Creates a new purchase.

Connection

Establish a connection to your MOCO account.

Date

Enter the date of purchase. See the list of supported date and time formats.

Currency

Enter the three-character currency code applicable to the purchase. By default EUR currency is available. To add a different currency, see Adding Multiple Currencies Ïin Your MOCO Account.

Payment Method

Select the payment method of purchase. For example, PayPal, cash.

Items

Add the items purchased:

Title

Enter the name of the item.

Type

Select the item type.

Description

Enter the details of the item.

Quantity

Enter the number of items.

Unit

Enter the measuring unit of the item.

Unit Price

Enter the unit price.

Net Total

Enter the total net price of the items.

Due Date

Enter the date when the purchase payment is due. See the list of supported date and time formats.

Service Period From

Enter the service for the items in the invoice starts from.

Service Period To

Enter the service for the items in the invoice ends on.

Company ID

Select or map the Company ID to which the purchase belongs to.

Receipt Identifier

Enter the receipt number.

Info

Enter the information about the purchase.

IBAN

Enter the company IBAN details to whom the purchase belongs to.

Reference

Enter the purchase reference number.

Custom Properties

Add the custom field and its values. For example, company address.

Tags

Add the tags to relate to the purchase.

File Name

Enter the file name. For example, sample.txt.

File Data

Enter or map the file data.

Updates status of the selected purchase.

Connection

Establish a connection to your MOCO account.

Purchase ID

Select or map the Purchase ID whose status you want to update.

Status

Select or map the status to update the purchase:

  • Pending

  • Approved

Deletes the selected purchase. It is possible only if the status is pending and no payments have been registered.

Connection

Establish a connection to your MOCO account.

Purchase ID

Select the Purchase ID you want to delete.

Lists all purchase categories.

Connection

Establish a connection to your MOCO account.

Limit

Set the maximum number of Purchase Categories Make should return during one execution cycle.

Returns information about the selected purchase category.

Connection

Establish a connection to your MOCO account.

Purchase Category ID

Select the Purchase Category ID whose details you want to retrieve.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new offer is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

Note

You do not have to add the webhooks in the MOCO as it is automatically done for you once you add and save an instant trigger module to your scenario.

Triggers when a new user is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your MOCO account.

Lists all existing Users.

Connection

Establish a connection to your MOCO account.

Include Archive

Select whether you want to include archived users in the results.

Limit

Set the maximum number of users Make should return during one execution cycle.

Returns information about the selected user.

Connection

Establish a connection to your MOCO account.

User ID

Select the User ID whose details you want to retrieve.

Creates a new user.

Connection

Establish a connection to your MOCO account.

First Name

Enter the user's first name.

Last Name

Enter the user's last name.

Email

Enter the user's email address.

Password

Enter the user's password.

Unit ID

Select or map the Unit ID (team) to which the user belongs to.

Active

Select whether the user is active.

External

Select whether this is an external user.

Language

Enter the user's native language.

Mobile Phone

Enter the user's mobile number.

Work Phone

Enter the user's work phone number.

Home Address

Enter the user's home address information.

Birthday

Enter the user's date of birth. See the list of supported date and time formats.

Custom Properties

Add the custom field and its values. For example, alternative email address.

Info

Enter any additional information about the user which you would like to mention.

Updates the selected user.

Connection

Establish a connection to your MOCO account.

User ID

Select the User ID whose details you want to update.

First Name

Enter the user's first name.

Last Name

Enter the user's last name.

Email

Enter the user's email address.

Password

Enter the user's password.

Unit ID

Select or map the Unit ID (team) to which the user belongs to.

Active

Select whether the user is active.

External

Select whether this is an external user.

Language

Enter the user's native language.

Mobile Phone

Enter the user's mobile number.

Work Phone

Enter the user's work phone number.

Home Address

Enter the user's home address information.

Birthday

Enter the user's date of birth. See the list of supported date and time formats.

Custom Properties

Add the custom field and its values. For example, alternative email address.

Info

Enter any additional information about the user which you would like to mention.

Deletes the selected user. Deleting a staff member is only possible if no hours are billed already.

Connection

Establish a connection to your MOCO account.

User ID

Select the User ID you want to delete.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your MOCO account.

URL

Enter a path relative to https://<domain>.mocoapp.com/api/. For example: /v1/companies

For the list of available endpoints, refer to the MOCO API Documentation.

Method

Select the HTTP method you want to use:

GETto retrieve information for an entry.

POSTto create a new entry.

PUTto update/replace an existing entry.

PATCHto make a partial entry update.

DELETEto delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the deals from your MOCO account:

URL:

/v1/deals

Method:

GET

61f272addfa5d.png

Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 2 deals were returned:

61f272af16a72.png

1. Log in to your MOCO account.

2. Click the Setting (61f272b030eaf.png) > Currency > Add Currency.

3. Select the Currency code you want to add and enter the conversion amount in EUR. You can also check the conversion using Google Currency Converter.

4. Click Save.

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You can add multiple currencies.