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MOCO - Create PDF, Word, Excel Documents
MOCO connects with Documentero to turn your agency data into ready-to-use documents. Whenever you create a new project, invoice, or client record in MOCO, Documentero can instantly generate professional PDF, Word, or Excel files based on your templates. This makes it easy to produce contracts, reports, and financial documents without manual editing.
MOCO
Documentero
Triggers
Watch New Activity — Triggers when a new activity is created.
Watch New Company — Triggers when a new company is created.
Watch New Contact — Triggers when a new contact is created.
Watch New Lead — Triggers when a new lead is created.
Watch New Expense — Triggers when a new expense is created.
Watch New Invoice — Triggers when a new invoice is created.
Watch New Offer — Triggers when a new offer is created.
Watch New Presence — Triggers when a new presence is created.
Watch New Project — Triggers when a new project is created.
Watch New Task — Triggers when a new task is created.
Watch New User — Triggers when a new user is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from MOCO using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from MOCO using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from MOCO invoice data
Create project status reports from MOCO project updates
Export MOCO expense entries into Excel reports
Generate client proposal documents from MOCO offers
Create Word-based contracts from new MOCO projects
Automatically generate company profile PDFs from MOCO company records
Export MOCO lead data into formatted Excel sheets
Generate attendance reports from MOCO presence records
Create user onboarding documents from new MOCO user entries
Automatically generate task summary reports from MOCO task data
How you can use MOCO + Documentero
Generate Client Contracts
When a new project is created in MOCO, Documentero can automatically generate a contract in PDF or Word format using your custom template.
Create Invoice Documents
Each time a new invoice is added in MOCO, Documentero can produce a polished PDF invoice ready to send to clients.
Prepare Offer Letters
When a new offer is created in MOCO, Documentero can generate a formatted proposal document for client review.
Export Expense Reports
New expenses logged in MOCO can trigger Documentero to create an Excel report for accounting or reimbursement purposes.
Generate Contact Sheets
When a new contact is added in MOCO, Documentero can create a Word or PDF contact profile sheet for internal use.
Setup Guides
Zapier Tutorial: Integrate MOCO with Documentero
- Create a new Zap in Zapier.
- Add MOCO to the zap and choose one of the triggers (Watch New Activity, Watch New Company, Watch New Contact). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the MOCO trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate MOCO with Documentero
- Create a new scenario in Make.
- Add MOCO to the scenario and choose one of the triggers (Watch New Activity, Watch New Company, Watch New Contact). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the MOCO trigger.
- Run or schedule your scenario and verify the output.
