Interfaces with external systems
Interfaces with external systems
Interfaces with External Systems in MokoCRM enable seamless integration with third-party platforms such as payment gateways, email servers, cloud storage, and APIs. These connectors facilitate real-time data exchange between MokoCRM and tools like OpenAI, Google Workspace, Stripe, or accounting software. By bridging internal operations with external services, this interface layer supports automation, scalability, and a more connected digital ecosystem.
Notifications on business event
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- Category: Interfaces with external systems
The Notifications on Business Event Module in MokoCRM enables real-time alerts and email notifications when key business actions occur—such as invoice validation, new orders, contract renewals, or stock depletion. It ensures users stay informed and responsive without constantly checking the system.
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API/Web services (SOAP server)
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- Category: Interfaces with external systems
The API / Web Services (SOAP Server) Module in MokoCRM provides legacy SOAP-based access to core CRM features. This module allows external systems to interact with your CRM using the SOAP protocol, but it is deprecated in favor of the more modern and flexible REST API module. Use only if required by existing legacy integrations.
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ClickToDial
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- Category: Interfaces with external systems
The ClickToDial Module in MokoCRM enables one-click calling functionality from contact records, proposals, orders, and third-party profiles. It integrates with supported VoIP systems or softphones to initiate outbound calls directly from your CRM interface. Reach out to Moko Consulting for assistance in configuring your dialing system.
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Email Collector
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- Category: Interfaces with external systems
The Email Collector Module in MokoCRM allows the system to automatically retrieve emails from an external inbox (IMAP/POP3) and convert them into leads, tickets, or attached documents. It streamlines communication capture and reduces manual data entry by integrating email directly into the CRM workflow.
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External Site
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- Category: Interfaces with external systems
The External Site Module in MokoCRM allows administrators to embed external web applications or dashboards directly into the CRM interface via iframe. It’s ideal for displaying analytics tools, webmail clients, documentation portals, or any other third-party site without requiring users to leave the MokoCRM environment.
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Subcategories
Payment Processing Article Count: 3
Payment Processing in MokoCRM centralizes how your organization collects funds from clients, members, or donors. This subcategory includes integrations with trusted payment gateways like PayPal, Stripe, and PayBox, enabling secure online payments for invoices, orders, donations, or subscriptions. Each module provides automatic payment confirmation and CRM updates, streamlining your receivables and reducing manual reconciliation. Whether you're accepting one-time payments or recurring billing, MokoCRM's payment tools help you maintain cash flow and improve client convenience.