Authenticate requests with OAuth 2.0 access tokens scoped to contacts.readonly; store tokens securely and refresh as needed.
MOCO uses OAuth 2.0 for secure access. Obtain a client ID and secret, request tokens, and grant the scopes needed to read and write contacts, tasks, notes, and appointments.
GET /contacts/:contactId — Retrieve a contact by ID | GET /contacts/:contactId/tasks — List tasks for a contact | GET /contacts/:contactId/tasks/:taskId — Get a specific task | GET /contacts/:contactId/notes — List notes for a contact | GET /contacts/:contactId/notes/:id — Get a specific note | GET /contacts/:contactId/appointments — List appointments | GET /contacts/ — List all contacts | GET /contacts/business/:businessId — Get contacts by business | scopes: contacts.readonly | POST /contacts/ — Create a contact | PUT /contacts/:contactId — Update a contact | DELETE /contacts/:contactId — Delete a contact | POST /contacts/:contactId/tasks — Create a task for a contact | PUT /contacts/:contactId/tasks/:taskId — Update a task | PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task completed | DELETE /contacts/:contactId/tasks/:taskId — Delete a task | POST /contacts/:contactId/tags — Add tags to a contact
Trigger: a contact is created or updated in MOCO, prompting an upsert in the Contacts API
Actions: map name, email, phone, and company; upsert the contact in the Contacts API
PUT /contacts/:contactId
id, firstName, lastName, email, phone
Trigger: a new task is created for a contact in MOCO
Actions: create/update a matching task in the Contacts API for the same contact
POST /contacts/:contactId/tasks
taskId, contactId, title, dueDate, status
Trigger: a note is added in MOCO for a contact
Actions: post a note to the Contacts API for that contact
POST /contacts/:contactId/notes
notesId, contactId, content, createdAt
Build powerful automations without writing a line of code
Speed up data synchronization across systems
Ensure data consistency with centralized field mappings
Key elements include endpoints, authentication, triggers, and actions. Processes cover setup, mapping, testing, and deployment.
A specific URL and HTTP method used to access data or trigger actions in an API.
An event that starts an automation or workflow in response to a change.
The process of proving identity to access a system, typically using OAuth tokens or API keys.
Defining how fields from one system align with fields in another, enabling accurate data transfer.
Set up a workflow to automatically create tasks in MOCO when a contact is updated in the Contacts API, keeping teams aligned.
Sync contact tags to MOCO to route leads to the right sales sequences without manual tagging.
Maintain a full activity trail by linking notes between MOCO and Contacts API for every contact.
Obtain OAuth tokens for both systems and grant the necessary scopes (contacts.readonly, write as needed).
Choose endpoints like GET /contacts/:contactId and POST /contacts/:contactId/tasks, then map fields between MOCO and the Contacts API.
Create workflows (e.g., via Zapier) to automate data flow, updates, and task creation.
Paragraph 1: No heavy coding is required. The MOCO to Contacts API integration can be built using no-code automation tools like Zapier, with prebuilt actions and triggers for common events. Paragraph 2: For more complex logic, you can add conditional flows and custom fields while keeping data consistent across systems.
Paragraph 1: The supported endpoints include retrieving contacts, tasks, notes, and appointments, plus creating and updating records. Paragraph 2: Use the appropriate HTTP methods (GET, POST, PUT, DELETE) as described in the endpoint list.
Paragraph 1: Authentication is via OAuth 2.0 tokens, with scopes to read or modify data. Paragraph 2: Store tokens securely and rotate as recommended by your identity provider.
Paragraph 1: Yes—you can create tasks in the Contacts API from MOCO by triggering a POST to /contacts/:contactId/tasks. Paragraph 2: Ensure proper field mappings and error handling to keep task state in sync.
Paragraph 1: There are rate limits for API requests; plan requests to avoid bursts. Paragraph 2: Use caching and batching where possible and monitor quotas in the dashboard.
Paragraph 1: Field mapping is handled in the automation platform; align MOCO fields with Contacts API fields (e.g., name, email, phone). Paragraph 2: Include fallback values and data validation to prevent mismatches.
Paragraph 1: Yes. Use a dry run or test environment to verify flows, then enable live automation with monitoring. Paragraph 2: Test all endpoints and error paths to ensure reliability.
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Complete Operations Catalog - 126 Actions & Triggers
