Actions90
- Activity Actions
- Company Actions
- Contact Actions
- Deal Actions
- Project Actions
- User Actions
Overview
This node operation creates a new project in the MOCO system using the MOCO API. It is useful for automating project management workflows by programmatically adding projects with detailed attributes such as name, currency, start and finish dates, pricing model, leadership, customer association, budget, and additional optional fields. For example, it can be used to create projects in MOCO when new contracts are signed or when integrating MOCO with other business systems.
Use Case Examples
- Automatically create a new project in MOCO when a new deal is closed in a CRM system.
- Batch create multiple projects in MOCO from a project management tool or spreadsheet.
Properties
| Name | Meaning |
|---|---|
| Name | Name of the project being created (required string). |
| Currency | Currency of the project using the 3-letter currency code (required string). |
| Start Date | Start date of the project in YYYY-MM-DD format (required string). |
| Finish Date | Finish date of the project in YYYY-MM-DD format (required string). |
| Fixed Price | Boolean indicating whether the project is fixed price (required boolean). |
| Retainer | Boolean indicating whether the project is a retainer (required boolean). |
| Leader Name or ID | User ID of the project leader, selectable from a list or via expression (required option). |
| Customer Name or ID | Customer ID associated with the project, selectable from a list or via expression (required option). |
| Budget Monthly | Monthly budget for the project (number). |
| Identifier | Optional identifier for the project, mandatory if number ranges are manual (string). |
| Additional Fields | Collection of optional fields including billing details, co-leader, deal association, budget, tags, custom properties, and other project-specific info. |
Output
JSON
id- Unique identifier of the created project.name- Name of the created project.currency- Currency code of the project.start_date- Start date of the project.finish_date- Finish date of the project.fixed_price- Indicates if the project is fixed price.retainer- Indicates if the project is a retainer.leader_id- User ID of the project leader.customer_id- Customer ID associated with the project.budget_monthly- Monthly budget of the project.identifier- Project identifier if provided.additionalFields- Additional optional fields provided during creation.
Dependencies
- MOCO API
- API key credential for MOCO
Troubleshooting
- Ensure all required fields (name, currency, start date, finish date, fixed price, retainer, leader ID, customer ID, budget monthly) are provided; missing required fields will cause API errors.
- Verify that the currency code is a valid 3-letter ISO currency code to avoid validation errors.
- Check that date fields are in the correct YYYY-MM-DD format; incorrect formats will cause request failures.
- If using IDs for leader or customer, ensure they exist in MOCO; invalid IDs will cause not found errors.
- Network or authentication issues with the MOCO API will result in request failures; verify API credentials and connectivity.
Links
- MOCO API Documentation - Create Project - Official MOCO API documentation for creating projects.