Integrations / Project Management
Manage Moco projects and deals from WhatsApp
Flann connects Moco to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Moco action. Time tracked in Moco is money you can bill or wages you need to check. Flann reads the timesheets with you, totals them by person or client and flags the odd entry.
218 actions in Moco. 97 only look things up, and 121 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Moco
Type it or say it in a voice note. Flann works out which Moco action you mean.
“Look up the deal in Moco.”
“Show me my comments in Moco.”
“Show me my contacts in Moco.”
“Create a deal in Moco.”
“Create a contact in Moco.”
“Create a project in Moco.”
What Flann can work with in Moco
Moco gives Flann 218 actions across 70 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Projects | deletecreatelook upupdatesharearchive | 7 |
| Project expenses | createdeletemarklook upupdate | 7 |
| Project tasks | createdeletelook upupdate | 6 |
| Comments | look upcreatedeleteupdate | 5 |
| Companies | createdeletelook upupdate | 5 |
| Deals | createdeletelook upupdate | 5 |
| Deal categories | createlook updeleteupdate | 5 |
| Invoices | deletelook upcreatesend | 5 |
Side by side, the two ways of working in Moco:
| Compare | In Moco yourselfYou click through each job | Flann on MocoYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about projects | By hand, screen by screen | 97 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 121 changes, made from a message |
| Moco records | All of them, one screen at a time | 70 kinds, from one chat |
| Set-up | Nothing new to set up | Your Moco API key, once |
YesPartlyNo
Step by step: Moco jobs you can hand to Flann
What happens between your message and the result in Moco.
Find a project and send it
- You message Flann on WhatsApp: “Find the project we talked about in Moco and send it.”
- Flann runs
List Projectsin Moco and shows you what it found. - Flann runs
Share Projectin Moco. - It confirms in the chat once it is sent.
Create a deal from a voice note
- You message Flann on WhatsApp: “Create a deal in Moco with these details.”
- Flann runs
List Dealsin Moco and shows you what it found. - Flann runs
Create Dealin Moco. - Flann creates it in Moco and confirms in the chat.
Clean up invoices you no longer need
- You message Flann on WhatsApp: “Which invoices in Moco are out of date? Remove the ones I confirm.”
- Flann runs
List Invoicesin Moco and shows you what it found. - Flann runs
Delete Invoicein Moco. - Each removal is confirmed in the chat.
The Moco jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Nudging the team about late jobs
Today
Some tasks in Moco have sat past their due date for days. Messaging each person to ask how it is going feels like nagging, so you put it off.
With Flann
“Chase whoever has overdue jobs in Moco, nicely.”
Overdue tasks in Moco are grouped by person, and a friendly nudge is drafted for each one, naming the job and asking for a new date if they need it.
What you stop doing: Writing the awkward chaser to each person is no longer yours to do.
Spotting work that has stalled
Today
A job can sit in the same column of Moco for weeks without anyone noticing. You only find out when a customer chases.
With Flann
“Anything in Moco that hasn’t moved since last week?”
Comparing this week’s board in Moco with last week’s, Flann lists tasks with no updates, comments or status change, along with how long each has been stuck and who holds it. That part is a look-up.
What you stop doing: Finding stuck work only when a customer complains stops happening.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Moco
- Search for Moco in Flann’s Connectors.
- Paste your Moco API key into the secure form Flann opens. You will find the key in your Moco account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Moco action itself.
Reading from Moco is instant. Moco stays connected until you remove it in Connectors.
Ways to use Moco with Flann
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in Moco and asks you to confirm.
What is due today
Ask Flann what is overdue or due today. It reads Moco and sends you the list.
Know who is on what
Ask who is working on what. Flann summarises Moco in a few lines.
Everything Flann can do in Moco
All 218 Moco actions, as Flann sees them.
Looks up 97
- Get Activity
- Get Cashflow Report
- Get Company
- Get Deal
- Get Finance Report
- Get Invoice
- Get Offer
- Get Planning Entry
- Get Project
- Get Project Recurring Expenses
- Get Project Report
- Get Purchase
- Get Purchase Budgets
- List Activities
- List comments
- List Companies
- List Contacts
- List Deal Categories
- List Deals
- List Employments
- List Invoices
- List Offers
- List Planning Entries
- List Presences
- List Project Tasks
- List Projects
- List Purchases
- List Users
- Get Account Fixed Costs
- Get All Recurring Expenses
and 67 more
Changes 121
- Create Activity
- Create Company
- Create Contact
- Create Deal
- Create Invoice
- Create Invoice Payment
- Create Offer
- Create Planning Entry
- Create Project
- Create Project Expense
- Create Project Task
- Create Purchase
- Delete a company
- Delete Deal
- Delete Invoice
- Delete Project
- Update Activity
- Update Company
- Update Deal
- Update Invoice Status
- Update Project
- Update Project Task
- Update Purchase
- Update Purchase Status
- Update User
- Activate Offer Customer Approval
- Add Invoice Attachment
- Archive Project
- Assign Offer
- Assign Purchase to Project
and 91 more
More Project Management apps Flann works with
Clockify
Toggl TrackCommon questions
What can Flann do with projects in Moco?
Flann can delete, create, look up, update and share projects in Moco, using 7 actions (Delete Project, Create Project, Get Project, List Projects and more). Looking up runs straight away and changes nothing. The other actions create or change projects in Moco.
What can Flann do with project expenses in Moco?
Flann can create, delete, mark, look up and update project expenses in Moco, using 7 actions (Create Project Expense, Delete Project Expense, Mark Project Expenses as Billed, Get Single Project Expense and more). Looking up runs straight away and changes nothing. The other actions create or change project expenses in Moco.
How does Flann connect to Moco?
Open Connectors in Flann, choose Moco and paste your Moco API key into a secure form. You will find the key in your Moco account settings. Once it is connected, Flann can use 218 actions in Moco.
How do I ask Flann to do something in Moco?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Moco action that fits and asks if anything is missing.
Is Moco included in my Flann plan?
Yes. Every Flann plan includes every app, Moco included.