Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

MOCO
Trigger: Watch New Activity
GetMyInvoices
Action: Select an action
1. Select a trigger
  • Triggers when a new activity is created.

  • Triggers when a new company is created.

  • Triggers when a new contact is created.

  • Triggers when a new expense is created.

  • Triggers when a new invoice is created.

  • Triggers when a new lead is created.

  • Triggers when a new offer is created.

  • Triggers when a new presence is created.

  • Triggers when a new project is created.

  • Triggers when a new task is created.

  • Triggers when a new user is created.

2. Select an action
  • Add a new custom company.

  • Delete an existing custom company.

  • Get one document from the account.

  • Performs an arbitrary authorized API call.

  • Update an existing custom company.

  • Upload a new document to the account.

Select a trigger and an action

Create workflow (opens in a new tab)