Salesforce, MOCO Integrations

MOCO
Salesforce
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Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

MOCO

Watch New Activity INSTANT

Triggers when a new activity is created.

MOCO

Watch New Company INSTANT

Triggers when a new company is created.

MOCO

Watch New Contact INSTANT

Triggers when a new contact is created.

MOCO

Watch New Expense INSTANT

Triggers when a new expense is created.

MOCO

Watch New Invoice INSTANT

Triggers when a new invoice is created.

MOCO

Watch New Lead INSTANT

Triggers when a new lead is created.

MOCO

Watch New Offer INSTANT

Triggers when a new offer is created.

MOCO

Watch New Presence INSTANT

Triggers when a new presence is created.

MOCO

Watch New Project INSTANT

Triggers when a new project is created.

MOCO

Watch New User INSTANT

Triggers when a new user is created.

Actions

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

MOCO

Create a Comment

Creates a new comment.

MOCO

Create a Company

Creates a new company.

MOCO

Create a Contact

Creates a new contact.

MOCO

Create a Lead

Creates a new lead.

MOCO

Create an Invoice

Creates a new invoice.

MOCO

Create an Invoice Payment

Creates a new invoice payment.

MOCO

Create a Presence

Creates a new presence.

MOCO

Create a Project

Creates a new project.

MOCO

Create a Project Expense

Creates a new project expense.

MOCO

Create a Purchase

Creates a new purchase.

MOCO

Create a Task on a Project

Creates a new task on the selected project.

MOCO

Create a User

Creates a new user.

MOCO

Delete a Comment

Deletes the selected comment.

MOCO

Delete an Invoice Payment

Deletes the selected invoice payment.

MOCO

Delete a Presence

Deletes the selected presence.

MOCO

Delete a Project Expense

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

MOCO

Delete a Project Task

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

MOCO

Delete a Purchase

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

MOCO

Delete a User

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

MOCO

Get a Comment

Returns information about the selected comment.

MOCO

Get a Company

Returns information about the selected company.

MOCO

Get a Contact

Returns information about the selected contact.

MOCO

Get a Lead

Returns information about the selected lead.

MOCO

Get an Invoice

Returns information about the selected invoice.

MOCO

Get an Invoice Payment

Returns information about the selected invoice payment.

MOCO

Get a Presence

Returns information about the selected presence.

MOCO

Get a Project

Returns information about the selected project.

MOCO

Get a Project Expense

Returns information about the selected project expense.

MOCO

Get a Project Task

Returns information about the selected project task.

MOCO

Get a Purchase

Returns information about the selected purchase.

MOCO

Get a Purchase Category

Returns information about the selected purchase category.

MOCO

Get a User

Returns information about the selected user.

MOCO

Make an API Call

Performs an arbitrary authorized API call.

MOCO

Update a Comment

Updates the selected comment.

MOCO

Update a Company

Updates the selected company.

MOCO

Update a Contact

Updates the selected contact.

MOCO

Update a Lead

Updates the selected lead.

MOCO

Update an Invoice Payment

Updates the selected invoice payment.

MOCO

Update an Invoice Status

Updates status of the selected invoice.

MOCO

Update a Presence

Updates the selected presence.

MOCO

Update a Project

Updates the selected project.

MOCO

Update a Project Expense

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

MOCO

Update a Project Task

Updates the selected project task.

MOCO

Update a Purchase Status

Updates status of the selected purchase.

MOCO

Update a User

Updates the selected user.

Searches

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

MOCO

List Comments

Lists all existing comments.

MOCO

List Companies

Lists all existing companies.

MOCO

List Contacts

Lists all existing contacts.

MOCO

List Invoice Payments

Lists all existing invoice payments.

MOCO

List Invoices

Lists all existing invoices.

MOCO

List Leads

Lists all existing leads.

MOCO

List Presences

Lists all presences.

MOCO

List Project Expenses

Lists all existing project expenses.

MOCO

List Projects

Lists all existing projects.

MOCO

List Project Tasks

Lists all existing project tasks.

MOCO

List Purchase Categories

Lists all purchase categories.

MOCO

List Purchases

Lists all existing purchases.

MOCO

List Users

Lists all existing users.

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