The Zapier Module in MokoCRM is designed to interface with the popular automation platform Zapier, allowing you to connect MokoCRM with thousands of third-party applications. This module is currently in development and will enable event-driven actions such as sending emails, updating Google Sheets, posting to Slack, or syncing with external CRMs.
🧾 Planned Activation
- Navigate to:
Home → Setup → Modules → Zapier - Click Activate (available in future release)
- Authenticate with your Zapier account and connect to the MokoCRM Zap app
⚙️ Planned Capabilities
- Send triggers to Zapier when:
- New contact or company is created
- Invoice is validated or paid
- Proposal or order is accepted
- Ticket is opened or closed
- Receive actions from Zapier to:
- Create or update a record in MokoCRM
- Attach a note or document
- Assign tasks or update project milestones
🔗 Integration Examples
- Create a Google Calendar event when a project task is assigned
- Send a Slack message when a new lead is added
- Post new CRM contacts to Mailchimp or Constant Contact
- Generate and email a welcome letter when a member joins
📊 Future Setup Requirements
- Webhook access must be enabled via the Web Hooks Module
- A Zapier Webhook URL will be used for each trigger
- API keys and permission settings may be required
- Testing tools will be included for webhook validation
📌 Best Practices (Planned)
- Use filtered Zaps to avoid unnecessary automation
- Label Zaps clearly by function or CRM module
- Test in staging before connecting to production systems
- Monitor Zapier logs for errors and response codes
- Contact Moko Consulting to enable Zapier integration when released
🚧 Development Notice
- This module is currently under development and not available in stable MokoCRM builds
- Use existing Web Hooks or REST API for current integrations
- Release announcements and documentation will be provided when available