Connect MOCO to Apollo

Both apps 64MOCO 50Apollo 14

• 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.

• Trigger
  Account Updated

  Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  Contact Updated

  Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  New Account

  Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  New Contact

  Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.

• Action
  Create Account

  An Account is a company that your team has added to Apollo.

• Action
  Create Contact

  A Contact is a person your team has added to Apollo.

• Action
  Create Deal

  Deals are records that you can use to track possible opportunities with your prospective customers.

• Action
  Create Task

  Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).

• Action
  Find Contact

  Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.

• Action
  Find Deal

  Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.

• Action
  Find Task

  Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.

• Action
  Update Account

  Update an existing Account.

• Action
  Update Contact

  Update an already existing Contact.

• Action
  Update Deal

  Update an already existing Deal.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.