Integration

Connect MOCO to Lob

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

MOCO26 triggersMOCO24 actionsLob40 actions

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What do you want MOCO and Lob 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 MOCO and Lob

Triggers and actions 26 triggers · 64 actions

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.
Action
Autocomplete US Address
Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.
Action
Bulk Verify International Addresses
Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.
Action
Cancel Check
Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.
Action
Cancel Letter
Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.
Action
Cancel Postcard
Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.
Action
Create Address
Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.
Action
Create Bank Account
Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.
Action
Create Template
Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.
Action
Delete Address
Deletes a saved address from Lob. Returns the deleted address's ID.
Action
Delete Bank Account
Deletes a saved bank account from Lob. Returns the deleted bank account's ID.
Action
Delete Template
Deletes an HTML template from Lob. Returns the deleted template's ID.
Action
Get Address
Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.
Action
Get Bank Account
Returns one saved bank account from Lob by its ID, including whether it has been verified.
Action
Get Check
Returns one check from Lob by its ID, including its amount, status and delivery tracking events.
Action
Get Letter
Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get Postcard
Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get Template
Returns one HTML template from Lob by its ID, including its published version and version history.
Action
List Addresses
Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.
Action
List Bank Accounts
Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.
Action
List Booklets
Returns the booklets you have created in Lob, newest first, with cursors for paging through more.
Action
List Campaigns
Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List Checks
Returns the checks you have sent through Lob, newest first, with cursors for paging through more.
Action
List Informed Delivery Campaigns
Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List Letters
Returns the letters you have sent through Lob, newest first, with cursors for paging through more.
Action
List Postcards
Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.
Action
List QR Code Analytics
Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.
Action
List Snap Packs
Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.
Action
List Templates
Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.
Action
List Uploads
Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.
Action
Look Up ZIP Code
Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.
Action
Reverse Geocode Lookup
Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.
Action
Send Check
Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.
Action
Send Letter
Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.
Action
Send Postcard
Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.
Action
Update Template
Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.
Action
Validate Recipient Identity
Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.
Action
Verify Bank Account
Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.
Action
Verify International Address
Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.
Action
Verify Single Line US Address
Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.
Action
Verify US Address
Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

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The other way round: Lob to MOCO