MOCO Make integrationAutomate MOCO with Make.
What changes when MOCO talks to your other tools? The MOCO Make integration gives you 70 modules, including 11 instant triggers, to move invoices, projects and contacts without copy-paste. This guide connects your account and walks you through a first scenario.
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What can the MOCO Make integration do for you?
The MOCO Make integration links your MOCO account to Make, a visual tool where you chain modules into a scenario (the automation you build). A new invoice, project or lead in MOCO can then trigger work in your other apps, and data from those apps can flow back into MOCO, with no code at all.
Invoices that file themselves. Watch New Invoice starts the scenario when an invoice is created, Get an Invoice PDF grabs the document, and the next module stores it or emails it to accounting.
Projects that start with their tasks. Watch New Project reacts to each new project, and Create a Task on a Project lays down the kickoff tasks your team repeats every time.
Payments that match the bank. When your payment tool reports a transfer, List Invoices finds the bill and Create an Invoice Payment records the money in MOCO.
MOCO keeps its own guardrails: a billed expense cannot be edited or deleted, a task with tracked hours cannot be deleted, and a purchase can only be removed while it is pending and unpaid. If you also weigh n8n, the n8n vs Make comparison sets the criteria side by side. New to the editor? The Make training starts from the basics, and Make pricing explains how operations are counted.
How do you connect MOCO to Make?
- 01
Copy your MOCO API key
In MOCO, open your user profile and the Integrations tab, or go to Settings, Extensions, then API and Webhooks. Copy the API key shown on screen. You need an active MOCO account for this.
- 02
Create the connection in Make
In your scenario, add any MOCO module and click Create a connection. A connection is your MOCO account linked to Make once, then reused by every MOCO module. You can give it a name in Connection name.
- 03
Paste the key and save
Paste the API key you copied, or follow the on-screen instructions, and save. Make can now read and write in MOCO, and the next MOCO modules you add pick this connection from a list.
Your first scenario with MOCO
GoalWhen a new invoice is created in MOCO, Make fetches its PDF so the next step can store or send it.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big + to place the first module, the one that starts everything.
- 02
Add Watch New Invoice
Search for MOCO, pick Watch New Invoice, click Create a webhook, then connect your account with the API key. The module now waits for MOCO to announce each new invoice.
- 03
Add Get an Invoice PDF
Click the + on the right of the trigger and choose Get an Invoice PDF. Map the invoice from the trigger instead of typing anything, so every run targets the invoice that just arrived.
- 04
Test with Run once
Click Run once, then create a test invoice in MOCO. Open the bubbles above each module to read the bundles (the items passed along) and check that a PDF came back.
- 05
Switch it on
Once the test looks right, save and switch the scenario on. Because the trigger is instant, it runs whenever MOCO creates an invoice, with no schedule to tune.
MOCO triggers: what starts your scenario
11 modules start a scenario when something happens in MOCO. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by MOCO as soon as it happens.
Watch New Activity
Instant triggerIn Make“Triggers when a new activity is created.”
Watch New Activity starts your scenario each time someone logs a new activity in MOCO, and hands Make that activity as a bundle (one item passed from module to module) ready to reuse downstream.
Watch New Company
Instant triggerIn Make“Triggers when a new company is created.”
Add a company in MOCO and this trigger wakes your scenario with the fresh record, so the new customer or supplier can reach your other tools without anyone copying it by hand.
Watch New Contact
Instant triggerIn Make“Triggers when a new contact is created.”
Here the signal is a person: as soon as a contact is saved in MOCO, Make receives it and your scenario can greet, file or sync that person elsewhere.
Watch New Expense
Instant triggerIn Make“Triggers when a new expense is created.”
Watch New Expense tells Make about every expense created in MOCO, so costs recorded on a project can reach a finance sheet or a manager without a manual export.
Watch New Invoice
Instant triggerIn Make“Triggers when a new invoice is created.”
With this trigger, every invoice created in MOCO becomes the starting point of a scenario: filing the document, alerting accounting or logging the amount in a dashboard.
Watch New Lead
Instant triggerIn Make“Triggers when a new lead is created.”
MOCO calls its sales opportunities leads, and this module fires when one is added. Your scenario gets the lead right away and can pass it to whoever follows up.
newDeal, yet Make shows it as Watch New Lead. Search for the displayed name in the editor.Watch New Offer
Instant triggerIn Make“Triggers when a new offer is created.”
Each time a quote (an offer in MOCO) is created, Watch New Offer passes it to Make, which lets you track proposals leaving the door without opening MOCO.
Watch New Presence
Instant triggerIn Make“Triggers when a new presence is created.”
Presences are the attendance entries of your team in MOCO. This trigger picks up each new one and sends it to Make, so time in the office can feed another tool.
Watch New Project
Instant triggerIn Make“Triggers when a new project is created.”
Opening a project in MOCO can now set up everything around it: Watch New Project delivers the new project to Make so the scenario can create folders, channels or first tasks.
Watch New Task
Instant triggerIn Make“Triggers when a new task is created.”
Every task added to a MOCO project reaches Make through this module, which is how a to-do created by a project manager can show up in the tool people actually check.
Watch New User
Instant triggerIn Make“Triggers when a new user is created.”
When a new staff member is added as a user in MOCO, this trigger hands their record to Make so onboarding in your other tools can begin without a checklist on paper.
MOCO modules: what Make can do in your account
MOCO gives you 59 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Create a Comment
- Create a Company
- Create a Contact
- Create a Lead
- Create an Invoice
- Create an Invoice Payment
- Create a Presence
- Create a Project
- Create a Project Expense
- Create a Purchase
- Create a Task on a Project
- Create a User
- Delete a Comment
- Delete an Invoice Payment
- Delete a Presence
- Delete a Project Expense
- Delete a Project Task
- Delete a Purchase
- Delete a User
- Get a Comment
- Get a Company
- Get a Contact
- Get a Lead
- Get an Invoice
- Get an Invoice Payment
- Get an Invoice PDF
- Get a Presence
- Get a Project
- Get a Project Expense
- Get a Project Task
- Get a Purchase
- Get a Purchase Category
- Get a User
- Make an API Call
- Update a Comment
- Update a Company
- Update a Contact
- Update a Lead
- Update an Invoice Payment
- Update an Invoice Status
- Update a Presence
- Update a Project
- Update a Project Expense
- Update a Project Task
- Update a Purchase Status
- Update a User
- List Comments
- List Companies
- List Contacts
- List Invoice Payments
- List Invoices
- List Leads
- List Presences
- List Project Expenses
- List Projects
- List Project Tasks
- List Purchase Categories
- List Purchases
- List Users
Create a Comment
ActionIn Make“Creates a new comment.”
This action writes a comment in MOCO for you, so a status update or a note from another tool ends up where the project team reads it.
Create a Company
ActionIn Make“Creates a new company.”
Create a Company adds a customer or supplier to MOCO from data arriving elsewhere, which spares you retyping names and addresses after a deal is signed.
Create a Contact
ActionIn Make“Creates a new contact.”
Need a person in MOCO without typing them in? This module creates the contact from the bundle it receives, for example a sign-up or a business card scan.
Create a Lead
ActionIn Make“Creates a new lead.”
A lead in MOCO is a sales opportunity, and this action opens one from outside data so your sales pipeline fills itself.
Create an Invoice
ActionIn Make“Creates a new invoice.”
Create an Invoice drafts a billing document in MOCO from data your scenario already holds, which removes a copy step between the sale and the bill.
Create an Invoice Payment
ActionIn Make“Creates a new invoice payment.”
This module records money received against a MOCO invoice, so the invoice reflects payments captured by your bank feed or payment tool.
Create a Presence
ActionIn Make“Creates a new presence.”
Attendance can reach MOCO without anyone opening it: Create a Presence logs a presence entry for a team member from another source.
Create a Project
ActionIn Make“Creates a new project.”
Create a Project opens a new project in MOCO from a signed quote or a request, so the team can log time on it straight away.
Create a Project Expense
ActionIn Make“Creates a new project expense.”
Costs spent for a client can be attached to the right MOCO project through this action, without anyone keying receipts in twice.
Create a Purchase
ActionIn Make“Creates a new purchase.”
This action records a purchase in MOCO, which keeps company spending in the same place as projects and invoices.
Create a Task on a Project
ActionIn Make“Creates a new task on the selected project.”
Create a Task on a Project adds a to-do to a chosen MOCO project, which turns a request coming from email or a form into planned work.
Create a User
ActionIn Make“Creates a new user.”
Onboarding someone? This action creates their MOCO user account from your HR tool or a hiring form, so they can start logging time on day one.
Delete a Comment
ActionIn Make“Deletes the selected comment.”
Delete a Comment removes a selected comment from MOCO, which helps when an automated note was posted by mistake or is out of date.
Delete an Invoice Payment
ActionIn Make“Deletes the selected invoice payment.”
When a payment was recorded in error, this module removes it from the MOCO invoice so the balance is correct again.
Delete a Presence
ActionIn Make“Deletes the selected presence.”
This action erases a presence entry from MOCO, for example a duplicate created by a check-in system that fired twice.
Delete a Project Expense
ActionIn Make“Deletes an existing project expense. Deletions are only possible if this entry is not yet billed.”
Delete a Project Expense removes a cost from a MOCO project, handy for undoing an expense that was pushed there by mistake.
Delete a Project Task
ActionIn Make“Deletes an existing project task. Deleting a task on a project is only possible as long as no hours were tracked on this task.”
Removing a task that is no longer needed keeps a MOCO project readable, and this action does it from inside a scenario.
Delete a Purchase
ActionIn Make“Deletes the selected purchase. It's possible only if the status is pending and no payments have been registered.”
With this module a purchase recorded in MOCO can be withdrawn, for instance when an order was cancelled before being paid.
Delete a User
ActionIn Make“Deletes the selected user. Deleting a staff member is only possible if no hours are billed already.”
Delete a User takes a staff account out of MOCO, which closes the loop of an offboarding flow started in your HR tool.
Get a Comment
ActionIn Make“Returns information about the selected comment.”
Get a Comment fetches one comment by its ID, so a later module can quote its text or route it to the right person.
Get a Company
ActionIn Make“Returns information about the selected company.”
Pull the full record of one company into your scenario with this module, so the details your other tools need are at hand.
Get a Contact
ActionIn Make“Returns information about the selected contact.”
This action reads one MOCO contact, so an email or a CRM update further down uses up-to-date details.
Get a Lead
ActionIn Make“Returns information about the selected lead.”
Get a Lead brings back everything MOCO holds on one sales opportunity, which is useful before a decision step in your scenario.
Get an Invoice
ActionIn Make“Returns information about the selected invoice.”
Reading a single invoice from MOCO hands your scenario everything MOCO knows about it, ready to map into the next modules.
Get an Invoice Payment
ActionIn Make“Returns information about the selected invoice payment.”
One payment, fully read: this module returns the details of a single invoice payment so you can confirm it or report on it.
Get an Invoice PDF
ActionIn Make“Returns a PDF of an invoice.”
Get an Invoice PDF gives you the invoice as a file, ready to attach to an email, store in a folder or send to your accountant.
Get a Presence
ActionIn Make“Returns information about the selected presence.”
This action reads one attendance entry from MOCO, so a scenario can check its times before copying them elsewhere.
Get a Project
ActionIn Make“Returns information about the selected project.”
Get a Project returns the full record of one MOCO project, the detail your scenario needs to name a folder or brief a channel.
Get a Project Expense
ActionIn Make“Returns information about the selected project expense.”
Looking at one cost in detail? This module fetches a single project expense from MOCO so you can route or report on it.
Get a Project Task
ActionIn Make“Returns information about the selected project task.”
This action reads one task of a MOCO project, which lets your scenario check its state before notifying someone.
Get a Purchase
ActionIn Make“Returns information about the selected purchase.”
Get a Purchase fetches a single purchase record from MOCO, handy for approval flows that need the full picture before anyone decides.
Get a Purchase Category
ActionIn Make“Returns information about the selected purchase category.”
Categories sort purchases in MOCO, and this module reads one of them, which helps your scenario label or route spending.
Get a User
ActionIn Make“Returns information about the selected user.”
This module returns the MOCO profile of one staff member, so later steps can address the right person in a message.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API Call is the open door of this app: it calls any endpoint of the MOCO API with the connection you already set up.
Update a Comment
ActionIn Make“Updates the selected comment.”
Update a Comment rewrites an existing comment in MOCO, so an automated note can stay accurate as the situation changes.
Update a Company
ActionIn Make“Updates the selected company.”
Keep company records in MOCO in step with your CRM: this action changes an existing company with the new details it receives.
Update a Contact
ActionIn Make“Updates the selected contact.”
A new phone number or job title can reach MOCO on its own through this module, which edits an existing contact.
Update a Lead
ActionIn Make“Updates the selected lead.”
This module moves a MOCO sales opportunity forward by editing it, for example after a call logged in another tool.
Update an Invoice Payment
ActionIn Make“Updates the selected invoice payment.”
When a recorded payment was entered with a mistake, Update an Invoice Payment fixes it in MOCO without deleting and recreating it.
Update an Invoice Status
ActionIn Make“Updates status of the selected invoice.”
Update an Invoice Status changes where a MOCO invoice stands, so its state follows what happened in your mailbox or bank.
Update a Presence
ActionIn Make“Updates the selected presence.”
Update a Presence fixes an existing presence in MOCO without opening the app: your scenario edits the entry it points to and leaves the others alone.
Update a Project
ActionIn Make“Updates the selected project.”
Update a Project keeps a MOCO project in step with the rest of your stack. You pick the project, change what moved, and the record in MOCO reflects it right away.
Update a Project Expense
ActionIn Make“Updates the selected project expense. Updates are only possible if this entry is not yet billed.”
Update a Project Expense corrects a project expense after the fact, as long as nobody has billed it yet. Make edits the line in MOCO so the project figures stay accurate.
Update a Project Task
ActionIn Make“Updates the selected project task.”
Update a Project Task changes a task that already sits on a project, so the plan in MOCO matches what the team actually agreed on elsewhere.
Update a Purchase Status
ActionIn Make“Updates status of the selected purchase.”
Update a Purchase Status moves a purchase to a new status in MOCO. Only the status changes here, which makes it a clean step at the end of an approval flow.
Update a User
ActionIn Make“Updates the selected user.”
Update a User edits a staff member's record in MOCO so that the people data stays the same across your tools.
List Comments
SearchIn Make“Lists all existing comments.”
List Comments brings back every comment MOCO holds as separate bundles, one item per comment that flows to the next module.
List Companies
SearchIn Make“Lists all existing companies.”
List Companies pulls the list of companies stored in MOCO so the rest of the scenario can loop over them, one bundle per company.
List Contacts
SearchIn Make“Lists all existing contacts.”
List Contacts returns the contacts in MOCO, each as its own bundle ready for mapping into your mailing tool or CRM.
List Invoice Payments
SearchIn Make“Lists all existing invoice payments.”
List Invoice Payments lists the payments recorded against invoices, so you can see what came in without exporting anything from MOCO.
List Invoices
SearchIn Make“Lists all existing invoices.”
List Invoices gives you the invoices in MOCO as individual bundles, the starting point for any follow-up or reporting flow.
List Leads
SearchIn Make“Lists all existing leads.”
List Leads collects the leads stored in MOCO, one bundle each, so your sales pipeline can be mirrored or checked elsewhere.
List Presences
SearchIn Make“Lists all presences.”
List Presences reads the presence entries in MOCO and hands them over as bundles you can sum, filter or copy into another tool.
List Project Expenses
SearchIn Make“Lists all existing project expenses.”
List Project Expenses shows the expenses booked on projects, each as a bundle you can route into a report or an approval step.
List Projects
SearchIn Make“Lists all existing projects.”
List Projects returns the projects in MOCO so the scenario can act on each one in turn, the usual first step of a bulk update.
List Project Tasks
SearchIn Make“Lists all existing project tasks.”
List Project Tasks lists the tasks that live on projects, giving each one to the next module as a separate bundle.
List Purchase Categories
SearchIn Make“Lists all purchase categories.”
List Purchase Categories fetches the purchase categories defined in MOCO, handy when another module needs one of them and you would rather map it than type it.
List Purchases
SearchIn Make“Lists all existing purchases.”
List Purchases returns the purchases recorded in MOCO as bundles, so approvals, reminders or exports can run on each one.
List Users
SearchIn Make“Lists all existing users.”
List Users brings back the staff members set up in MOCO, one bundle per person, ready for mapping into other tools.
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