MOCO + SalesViewer

Create new MOCO leads from updated favourite company visits in SalesViewer

Elevate your sales process with this workflow. When you receive visits from favourite companies in SalesViewer, this automation immediately creates a new lead in the MOCO app. This ensures you seize every sales opportunity, keeping your leads up to date and filled with the most promising prospects.

When this happens...
Visits From Favourite Companies
Triggers when a favourite company visits your website.
TriggerScheduled
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

Intensive Visits
Triggers when a company visited your website for at least 30 seconds.
Trigger
Scheduled
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Visits From New Companies
Triggers when a new lead visits your website.
Trigger
Scheduled
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Visits From Favourite Companies
Triggers when a favourite company visits your website.
Trigger
Scheduled
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New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Expense
Triggers when an expense is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
Instant
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New Offer
Triggers when a new offer is created.
Trigger
Instant
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New Presence
Triggers when a new Presence is created.
Trigger
Instant
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New Project Assignment
Triggers when a person is assigned to a project.
Trigger
Instant
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New Purchase
Triggers when a new purchase is created.
Trigger
Instant
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New Recurred Expense
Triggers when an expense is recurred.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Archived Project
Triggers when a project is archived.
Trigger
Instant
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Updated Time Entry
Triggers when a time entry was updated.
Trigger
Instant
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Updated Contact Person
Triggers when a contact person was updated.
Trigger
Instant
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Updated Expense
Triggers when an expense was updated.
Trigger
Instant
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Updated Offer
Triggers when an offer was updated.
Trigger
Instant
Try It
Updated Presence
Triggers when a Presence was updated.
Trigger
Instant
Try It
Updated Purchase
Triggers when a purchase was updated.
Trigger
Instant
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- UserRequired
- ProjectRequired
- DateRequired
- DescriptionRequired
- Task NameRequired
- Tag
- SecondsRequired
Action
Write
- Gender
- First NameRequired
- Last NameRequired
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
Action
Write
- ProjectRequired
- TitleRequired
- Description
- DateRequired
- QuantityRequired
- UnitRequired
- Unit PriceRequired
- Unit CostRequired
- BillableRequired
- Included in Budget?Required
- File
Action
Write
- NameRequired
- AmountRequired
- CurrencyRequired
- Reminder DateRequired
- Info
- Responsible
- Company
- Stage
- Contact
Action
Write
- SupplierRequired
- CreatorRequired
- File
- DateRequired
- Due Date
- Service Period From
- Service Period To
- Invoice number
- CurrencyRequired
- Payment MethodRequired
- Info
- TitleRequired
- TotalRequired
- Tax (%)Required
- Tax included in Total?Required
- Category
Action
Write
- Task NameRequired
- Project IdentifierRequired
- Hourly Rate
- Task Budget
- Active
- Billable
Action
Write
- ID
- Date
- ProjectRequired
- UserRequired
Action
Search
- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
Action
Search
- ID
- Title
- ProjectRequired
Action
Search
- ID
- Identifier
Action
Search
- ID
- Identifier
- Company Name
- Name
Action
Search
- ID
- Name
- Credit Account
Action
Search
- ID
- Last Name
- First Name
- Email
Action
Search

New Visits
Triggers when a visit has been detected on your website.
Trigger
Scheduled
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Returning Visitors
Triggers when a company visited your website more than once.
Trigger
Scheduled
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Approved Holiday Request
Triggers when a holiday request is approved.
Trigger
Instant
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New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Contact Person
Triggers when a new contact person is created.
Trigger
Instant
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New Lead
Triggers when a new lead was created.
Trigger
Instant
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New Holiday Request
Triggers when a new holiday request is created.
Trigger
Instant
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New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Trigger
Instant
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New Invoice Status
Triggers when the status of an invoice is changed.
Trigger
Instant
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New Planning Entry
Triggers when a new Planning Entry is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Project Budget Alert
Triggers when a project budget alert event has happened.
Trigger
Instant
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New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
Instant
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New Sales Activity
Triggers when a new sales activity has happened.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Unarchived Project
Triggers when a project is made active again.
Trigger
Instant
Try It
Updated Company
Triggers when a company was updated.
Trigger
Instant
Try It
Updated Lead
Triggers when a lead was updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice was updated.
Trigger
Instant
Try It
Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Instant
Try It
Updated Project
Triggers when a project was updated.
Trigger
Instant
Try It
Updated User
Triggers when a User was updated.
Trigger
Instant
Try It
- TargetRequired
- MessageRequired
- User
Action
Write
- NameRequired
- Identifier
- CurrencyRequired
- UserRequired
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
Action
Write
- Invoice
- TotalRequired
- DateRequired
- CurrencyRequired
- Partial payment?
- Transaction Identifier
Action
Write
- CompanyRequired
- Identifier
- NameRequired
- CurrencyRequired
- Billing ByRequired
- Hourly Rate
- Budget
- Budget Expenses
- LeaderRequired
- Finish Date
- Info
- Fixed price?
Action
Write
- Purchase
- DateRequired
- TotalRequired
- CurrencyRequired
- Description
- Transaction Identifier
Action
Write
- UserRequired
Action
Write
- ID
- Identifier
- Name
- Type
Action
Search
- ID
- Name
- Status
- Contact Work Email
- Company Name
Action
Search
- ID
- Identifier
Action
Search
- ID
- Date
- ProjectRequired
- UserRequired
Action
Search
- ID
- Identifier
- Receipt Identifier
Action
Search
- ID
- ProjectRequired
- Task NameRequired
Action
Search

About MOCO

MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SalesViewer

SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.

Learn more

Related categories

Marketing

MOCO + SalesViewer

Create new MOCO leads from updated favourite company visits in SalesViewer

Intensive Visits

Visits From New Companies

Visits From Favourite Companies

New Time Entry

New Company

New Client

New Expense

New Invoice

New Incoming Payment

New Offer

New Presence

New Project Assignment

New Purchase

New Recurred Expense

New Task

Archived Project

Updated Time Entry

Updated Contact Person

Updated Expense

Updated Offer

Updated Presence

Updated Purchase

Create Time Entry

Create Contact

Create Expense

Create Lead

Create Purchase

Create Task

Find Time Entry

Find Contact

Find Expense

Find Offer

Find Project

Find Purchase Category

Find User

New Visits

Returning Visitors

Approved Holiday Request

New Comment

New Contact Person

New Lead

New Holiday Request

New Exported Invoice (Bookkeeping)

New Invoice Status

New Planning Entry

New Project

New Project Budget Alert

New Outgoing Payment

New Sales Activity

New User

Unarchived Project

Updated Company

Updated Lead

Updated Invoice

Updated Planning Entry

Updated Project

Updated User

Create Comment

Create Company

Create Incoming Payment

Create Project

Create Outgoing Payment

Record Presence

Find Company

Find Lead

Find Invoice

Find Planning Entry

Find Purchase

Find Task

About MOCO

Related categories

Similar apps

Zapier Interfaces

About SalesViewer

Related categories