ClickUp + MOCO

Create tasks in ClickUp when new leads appear in MOCO

Start managing your new leads from MOCO more efficiently with this streamlined workflow. Once set up, each time a new lead is added in MOCO, a corresponding task will be created in ClickUp. This seamless connection between MOCO and ClickUp ensures you stay on top of every new opportunity without having to manually transfer information between multiple platforms. Optimize your time and kickstart productivity with this easy workflow.

When this happens...
New Lead
Triggers when a new lead was created.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Approved Holiday Request
Triggers when a holiday request is approved.
Trigger
Instant
Try It
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
New Contact Person
Triggers when a new contact person is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead was created.
Trigger
Instant
Try It
New Holiday Request
Triggers when a new holiday request is created.
Trigger
Instant
Try It

New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Trigger
Instant
Try It
New Invoice Status
Triggers when the status of an invoice is changed.
Trigger
Instant
Try It

New Planning Entry
Triggers when a new Planning Entry is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Project Budget Alert
Triggers when a project budget alert event has happened.
Trigger
Instant
Try It
New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
Instant
Try It
New Sales Activity
Triggers when a new sales activity has happened.
Trigger
Instant
Try It
New User
Triggers when a new User is created.
Trigger
Instant
Try It
Unarchived Project
Triggers when a project is made active again.
Trigger
Instant
Try It
Updated Company
Triggers when a company was updated.
Trigger
Instant
Try It
Updated Lead
Triggers when a lead was updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice was updated.
Trigger
Instant
Try It
Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Instant
Try It
Updated Project
Triggers when a project was updated.
Trigger
Instant
Try It
Updated User
Triggers when a User was updated.
Trigger
Instant
Try It
- TargetRequired
- MessageRequired
- User
Action
Write
- NameRequired
- Identifier
- CurrencyRequired
- UserRequired
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
Action
Write
- Invoice
- TotalRequired
- DateRequired
- CurrencyRequired
- Partial payment?
- Transaction Identifier
Action
Write
- CompanyRequired
- Identifier
- NameRequired
- CurrencyRequired
- Billing ByRequired
- Hourly Rate
- Budget
- Budget Expenses
- LeaderRequired
- Finish Date
- Info
- Fixed price?
Action
Write
- Purchase
- DateRequired
- TotalRequired
- CurrencyRequired
- Description
- Transaction Identifier
Action
Write
- UserRequired
Action
Write
- ID
- Identifier
- Name
- Type
Action
Search
- ID
- Name
- Status
- Contact Work Email
- Company Name
Action
Search
- ID
- Identifier
Action
Search
- ID
- Date
- ProjectRequired
- UserRequired
Action
Search
- ID
- Identifier
- Receipt Identifier
Action
Search
- ID
- ProjectRequired
- Task NameRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks by Custom Field
Find a list of all Tasks by Custom Field
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search

New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Expense
Triggers when an expense is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
Instant
Try It
New Offer
Triggers when a new offer is created.
Trigger
Instant
Try It
New Presence
Triggers when a new Presence is created.
Trigger
Instant
Try It
New Project Assignment
Triggers when a person is assigned to a project.
Trigger
Instant
Try It
New Purchase
Triggers when a new purchase is created.
Trigger
Instant
Try It
New Recurred Expense
Triggers when an expense is recurred.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Archived Project
Triggers when a project is archived.
Trigger
Instant
Try It
Updated Time Entry
Triggers when a time entry was updated.
Trigger
Instant
Try It
Updated Contact Person
Triggers when a contact person was updated.
Trigger
Instant
Try It
Updated Expense
Triggers when an expense was updated.
Trigger
Instant
Try It
Updated Offer
Triggers when an offer was updated.
Trigger
Instant
Try It
Updated Presence
Triggers when a Presence was updated.
Trigger
Instant
Try It
Updated Purchase
Triggers when a purchase was updated.
Trigger
Instant
Try It
- UserRequired
- ProjectRequired
- DateRequired
- DescriptionRequired
- Task NameRequired
- Tag
- SecondsRequired
Action
Write
- Gender
- First NameRequired
- Last NameRequired
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
Action
Write
- ProjectRequired
- TitleRequired
- Description
- DateRequired
- QuantityRequired
- UnitRequired
- Unit PriceRequired
- Unit CostRequired
- BillableRequired
- Included in Budget?Required
- File
Action
Write
- NameRequired
- AmountRequired
- CurrencyRequired
- Reminder DateRequired
- Info
- Responsible
- Company
- Stage
- Contact
Action
Write
- SupplierRequired
- CreatorRequired
- File
- DateRequired
- Due Date
- Service Period From
- Service Period To
- Invoice number
- CurrencyRequired
- Payment MethodRequired
- Info
- TitleRequired
- TotalRequired
- Tax (%)Required
- Tax included in Total?Required
- Category
Action
Write
- Task NameRequired
- Project IdentifierRequired
- Hourly Rate
- Task Budget
- Active
- Billable
Action
Write
- ID
- Date
- ProjectRequired
- UserRequired
Action
Search
- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
Action
Search
- ID
- Title
- ProjectRequired
Action
Search
- ID
- Identifier
Action
Search
- ID
- Identifier
- Company Name
- Name
Action
Search
- ID
- Name
- Credit Account
Action
Search
- ID
- Last Name
- First Name
- Email
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task IdRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task by Custom Field
Find the most recent task by custom fields.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Learn more Help

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Todoist

Task Management

About MOCO

MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

ClickUp + MOCO

Create tasks in ClickUp when new leads appear in MOCO

Approved Holiday Request

New Comment

New Contact Person

New Lead

New Holiday Request

New Exported Invoice (Bookkeeping)

New Invoice Status

New Planning Entry

New Project

New Project Budget Alert

New Outgoing Payment

New Sales Activity

New User

Unarchived Project

Updated Company

Updated Lead

Updated Invoice

Updated Planning Entry

Updated Project

Updated User

Create Comment

MessageRequired

User

Create Company

NameRequired

Identifier

CurrencyRequired

UserRequired

Fax

Email

Phone

Address

Vat

Website

Info

Country Code

Create Incoming Payment

Invoice

TotalRequired

DateRequired

CurrencyRequired

Partial payment?

Transaction Identifier

Create Project

CompanyRequired

Identifier

NameRequired

CurrencyRequired

Billing ByRequired

Hourly Rate

Budget

Budget Expenses

LeaderRequired

Finish Date

Info

Fixed price?

Create Outgoing Payment

Purchase

DateRequired

TotalRequired

CurrencyRequired

Description

Transaction Identifier

Record Presence

UserRequired

Find Company

ID

Identifier

Name

Type

Find Lead

ID

Name