Integration

Connect Dovetail to MOCO

When something happens in Dovetail, your agent does the next thing in MOCO. Describe it in plain language and the automation is built, tested on every branch and kept running.

Dovetail3 triggersDovetail4 actionsMOCO26 triggersMOCO24 actions

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What do you want Dovetail and MOCO to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Dovetail and MOCO

Triggers and actions 29 triggers · 28 actions

Trigger
New Project
Triggers when a new project is created
Trigger
New Published Insight
Triggers when a new insight is published.
Trigger
Updated Project
Triggers when a project is updated.
Action
Add Contact
Adds a contact to the contacts database.
Action
Add Data Point to Channel
Adds a data point to a channel.
Action
Add Data to Project
Adds data to an existing project.
Action
Add Insight to Project
Adds an insight to an existing project.
Trigger
New Client
Triggers when a new client is created.
Trigger
New Company
Triggers when a new company is created.
Trigger
New Expense
Triggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
New Invoice
Triggers when a new invoice is created.
Trigger
New Invoice Status
Triggers when the status of an invoice is changed.
Trigger
New Offer
Triggers when a new offer is created.
Trigger
New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
New Planning Entry
Triggers when a new Planning Entry is created.
Trigger
New Presence
Triggers when a new Presence is created.
Trigger
New Project Assignment
Triggers when a person is assigned to a project.
Trigger
New Purchase
Triggers when a new purchase is created.
Trigger
New Recurred Expense
Triggers when an expense is recurred.
Trigger
New Task
Triggers when a new task is created.
Trigger
New Time Entry
Triggers when a new time entry is created.
Trigger
Unarchived Project
Triggers when a project is made active again.
Trigger
Updated Company
Triggers when a company was updated.
Trigger
Updated Expense
Triggers when an expense was updated.
Trigger
Updated Invoice
Triggers when an invoice was updated.
Trigger
Updated Lead
Triggers when a lead was updated.
Trigger
Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Updated Presence
Triggers when a Presence was updated.
Trigger
Updated Project
Triggers when a project was updated.
Trigger
Updated Purchase
Triggers when a purchase was updated.
Trigger
Updated Time Entry
Triggers when a time entry was updated.
Action
Create Comment
Creates a new Comment.
Action
Create Company
Creates a new company (customer only).
Action
Create Contact
Creates a new contact person.
Action
Create Expense
Creates a new Expense.
Action
Create Incoming Payment
Creates a new incoming payment.
Action
Create Lead
Creates a new lead.
Action
Create Outgoing Payment
Creates a new outgoing payment.
Action
Create Project
Creates a new Project.
Action
Create Purchase
Creates a new Purchase.
Action
Create Task
Creates a new project task.
Action
Create Time Entry
Create a new time entry.
Action
Find Company
Finds an existing Company.
Action
Find Contact
Finds an existing Contact.
Action
Find Expense
Finds an existing Expense.
Action
Find Invoice
Finds an existing Invoice.
Action
Find Lead
Finds an existing lead.
Action
Find Offer
Finds an existing Offer.
Action
Find Planning Entry
Finds an existing Planning Entry.
Action
Find Project
Finds an existing project.
Action
Find Purchase
Finds an existing Purchase.
Action
Find Task
Finds an active Task for a Project.
Action
Find Time Entry
Finds an existing Time Entry.
Action
Find User
Finds an existing active user.
Action
Record Presence
Record a new presence.

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The other way round: MOCO to Dovetail