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Showing 20905-20928 of 33777 Actions, ordered by recent successful use.

Moco Tools
Moco Create Account Custom Properties
Tool to create a new custom property in MOCO. Use when you need to define a new custom field for entities like Deals, Projects, or Customers. Custom properties can be of various types (String, Textarea, Link, Boolean, Select, MultiSelect, Date) and can be configured to appear on…
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Moco Tools
Moco Create Activities Bulk
Tool to bulk create multiple activities (time entries) at once in MOCO. Activities are time tracking records that log hours worked on projects and tasks. Use this tool to: - Create multiple time entries in a single API call for efficiency - Import time logs from external systems…
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Moco Tools
Moco Create Activity
Tool to create a new activity (time tracking entry) in MOCO. Use when you need to record time spent on a project task. Activities are created for the user that the API key belongs to.
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Moco Tools
Moco Create Comment
Tool to create a new comment on a MOCO resource. Use when you need to add a comment to a project, deal, contact, or other supported entity.
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Moco Tools
Moco Create Comments Bulk
Tool to create multiple comments in bulk for MOCO objects. Use when you need to add the same comment to multiple objects of the same type efficiently.
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Moco Tools
Moco Create Contact
Tool to create a new contact person in MOCO. Use when you need to add a new contact with their personal and professional information. Requires lastname and gender; optionally accepts contact details, company association, and tags.
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Moco Tools
Moco Create Deal
Tool to create a new deal in MOCO. Use when you need to add a deal with specified parameters.
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Moco Tools
Moco Create Deal Category
Creates a new deal category in MOCO with a name and probability percentage. Deal categories represent stages in a sales pipeline (e.g., "Contact", "Negotiation", "Closed Won") and include probability percentages (0-100) indicating the likelihood of winning at each stage. Use thi…
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Moco Tools
Moco Create Employment
Create a new employment (weekly work model) for a user in MOCO. Define work hours distribution across weekdays using 'am' and 'pm' arrays.
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Moco Tools
Moco Create Expense Template
Tool to create a new expense template in MOCO. Use when you need to set up reusable expense items with predefined pricing and cost information.
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Moco Tools
Moco Create Holiday
Create a new holiday entry for a user in MOCO. Use this to allocate annual leave days, vacation allowances, or other holiday entitlements for specific users and years.
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Moco Tools
Moco Create Invoice Attachment
Tool to add a PDF attachment to an existing invoice. Use when you need to attach supporting documents or files to an invoice record.
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Moco Tools
Moco Create Invoice Bookkeeping Export
Tool to create a new invoice bookkeeping export. Use when you need to export invoice data for accounting purposes.
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Moco Tools
Moco Create Invoice Payment
Tool to create a new invoice payment. Use when recording a payment received for an invoice.
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Moco Tools
Moco Create Invoice Reminder
Tool to create a new invoice reminder for an existing invoice. Use when you need to send a payment reminder to a customer for an overdue invoice.
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Moco Tools
Moco Create Invoices Payments Bulk
Tool to create multiple invoice payments in bulk. Use when you need to record multiple payments at once across different invoices.
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Moco Tools
Moco Create Offer
Tool to create a new offer/proposal. Use after gathering complete offer data (company, dates, items, etc.).
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Moco Tools
Moco Create Offer Attachment
Tool to upload an attachment to an offer. Use when you need to attach a document to an existing offer after obtaining the offer ID and file content.
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Moco Tools
Moco Create Project Contract
Tool to create a new contract (assign staff) for a project in MOCO. Use when you need to assign a staff member to a project with specific billing parameters.
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Moco Tools
Moco Create Project Task
Tool to create a new task (service) for a project in MOCO. Use when you need to add a billable or non-billable task to an existing project.
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Moco Tools
Moco Create Projects Expenses
Tool to create an additional service entry (expense) on a project. Use when you need to log project expenses like hosting costs, external services, or materials.
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Moco Tools
Moco Create Projects Expenses Bulk
Tool to create multiple project expense entries in bulk. Use when you need to add several additional services or expense items to a project at once.
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Moco Tools
Moco Create Projects Payment Schedules
Tool to create a payment schedule entry for a project. Use when you need to add a scheduled payment milestone to an existing project.
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Moco Tools
Moco Create Projects Recurring Expenses
Tool to create a recurring additional services entry on a project in MOCO. Use when you need to set up periodic billing for services like hosting, maintenance, or support contracts.
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