Integration

Connect MOCO to Manifestly Checklists Agent

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

MOCO26 triggersMOCO24 actionsManifestly Checklists Agent1 triggerManifestly Checklists Agent5 actions

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What do you want MOCO and Manifestly Checklists Agent 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 Manifestly Checklists Agent

Triggers and actions 27 triggers · 29 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.
Trigger
Run Late
Triggers when a run is late.
Action
Change Step State
Completes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run.
Action
Get Run
Look up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from.
Action
List Run Steps
Returns the steps of a checklist run
Action
List Workflows
Returns the checklist workflows in your Manifestly account.
Action
Run Workflow
Starts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part.

Each app on its own

The other way round: Manifestly Checklists Agent to MOCO