MOCO Automation - Copy & Paste Templates
Our MOCO automation templates are built with Make and prepared so that you can copy and paste them directly into your Make setup.
As a MOCO and Make Silver partner, we have documented every automation clearly: Triggers, modules, data fields, logic and notes on customization are clearly described so that you can go live quickly and maintain an overview at all times.
Germany’s leading agencies trust AGENCYFLOW
MOCO AUTOMATION TEMPLATES
We make agency work flow
Founding Partner
“A clear recommendation from me and Justaddsugar! Working with Julian and Agencyflow is not only a lot of fun, but also super professional. Our structures and processes have improved week by week and are now at a new level – a big thank you for that!
I would particularly like to praise the way we communicate: Julian is always easy to reach, the exchange is uncomplicated and it’s simply fun to talk about automation together. You really take a lot away with you and get a whole new perspective on what is possible.”
Co-Founder
“Thank you Julian, you and your team have taken our agency setup to a new level with MOCO. The implementation of the system, the efficient automation and the ongoing support – everything has been running smoothly to date. You work quickly and with maximum effort and help us to develop further. A tool alone does not make a difference, Julian ensures that MOCO not only runs, but works for us.
Even if we are still in the process: An absolute recommendation for anyone who wants to set up their management smartly and efficiently. 🚀”
Founder & CEO
Julian, I have to say that you have created a real game changer for BDX Media with AGENCYFLOW!
The link between MOCO and Hubspot in particular is absolutely amazing. Deals are now moved automatically without us having to click around manually, which not only saves time but has given our entire onboarding process much-needed structure.
With the automated updates in both systems, we finally have the clarity we need as a creative team. Now I can concentrate with my team on what we really love: producing great content for our customers instead of dealing with admin stuff. The bottom line is that we save time, which we can now put into creative work.
Communication with AGENCYFLOW was uncomplicated, fast and at eye level right from the start – exactly my thing!
For all you creative agencies out there: If you need a framework and structure but still want to keep your creative freedom – Julian is your man!
I can only warmly recommend it. 🔥
FAQ about our MOCO automations
Does this fit our MOCO instance and our setup?
Yes, usually yes. We check your MOCO configuration (projects, services, teams, tags, statuses) and your connected tools in the short kickoff. We then implement the automation so that it fits your processes and not the other way around.
What requirements must be met?
You need an active Make account and the necessary accesses (MOCO API or connection, as well as accesses to the tools that are to be connected). We also define together which event triggers something and which result should happen automatically.
What exactly is included in the "purchase"?
Typically included: Process clarification, implementation in Make, tests with real sample data, documentation and a short handover. Optionally, you can add maintenance, monitoring and further development as a package.
Is this standard automation or customized?
Both are possible. Many automations start as a proven standard (fast, inexpensive, robust) and are then tailored to your agency with just a few adjustments.
Who takes care of the Make subscription and the running costs?
The Make subscription usually runs through you so that you retain full control. We optimize scenarios so that they run efficiently. On request, we can help you choose the right plan and control costs.
Which MOCO processes are most frequently automated?
Common use cases include automatic project/task creation from forms/deals, status and budget alerts, automatic reporting, synchronization with PM tools, and clean handovers between sales → project → billing.
