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    Optimize Your ERP: How to Integrate MOCO with Albato

    Last update: 10/15/2024 · 5 min read

    IN THIS ARTICLE

    MOCO is an ERP agency software for IT service providers, consulting firms, and agencies. With intuitive, effective software to more satisfaction, productivity & business.

    See how Albato can help you enhance the app’s usability!

    Available Trigger:

    Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

    • New user
    • New contact
    • New lead / deal
    • New invoice
    • New activity
    • New task
    • New project
    • New offer
    • New expense
    • New company

    Available Actions

    Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

    • Create a company
    • Custom API request
    • Find company
    • Create contact
    • Find contact
    • Create lead
    • Find lead
    • Create project
    • Find project
    • Create expense
    • Find expense
    • Create task
    • Find task by ID
    • Find invoice
    • Find offer
    • Create purchase
    • Find purchase
    • Create comment
    • Create palling entries
    • Find palling entries

    App connection

    Before setting up automations with MOCO, connect the app to Albato.

    1. Log in to your Albato account. If you don't have an account, sign up here.

    2. Go to the Apps section and click the Add a connection button.

    Example.png

    1. In the search bar, type MOCO and select it from the menu. Then, click Add a connection to start the setup process.

    Albato_MOCO_Select the app.png

    1. Choose a Name for your connection.

    Albato_MOCO_Connection fields.png

    1. To obtain your API Key and Domain, sign in to your MOCO account and go to the Settings page.

    Albato_MOCO_Access Settings.png

    1. Click on the Extensions tab.

    Albato_MOCO_Access Extensions.png

    1. Then go to the API & WebHooks section.

    Albato_MOCO_Access API&Webhooks.png

    1. Click on the New API key button to generate a key.

    Albato_MOCO_Create a new key.png

    1. Give your key a name and select the Full access option.

    Then click the Ok button to save the settings.

    Albato_MOCO_Select full access.png

    1. When your API key appears, copy it.

    Albato_MOCO_Copy the API key.png

    1. To complete the connection, you will need to know your domain. You can find it in the address bar of your browser. Select up to the first dot.

    Albato_MOCO_Get the domain.png

    1. Enter the required information into the Albato connection fields and click Continue to establish the connection.

    Albato_MOCO_Paste the data on Albato.png

    Once this process is done, you’ll see a success message and your MOCO account will be connected to Albato.

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