Create tasks in ClickUp when new proposals are signed in Moxie
Effortlessly manage your new projects with this Moxie to ClickUp automation. Once a proposal is signed in Moxie, it instantly creates a task in ClickUp, ensuring that your team can start working on the project without delay. Keep your project management streamlined and save time by automating this crucial step in your workflow.
Effortlessly manage your new projects with this Moxie to ClickUp automation. Once a proposal is signed in Moxie, it instantly creates a task in ClickUp, ensuring that your team can start working on the project without delay. Keep your project management streamlined and save time by automating this crucial step in your workflow.
- When this happens...Proposal Signed
Triggers when a proposal is accepted and signed with e-signature.
- automatically do this!Create Task
Creates a new task.
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Client Created
Triggers when a new client is created in Hectic.
Try ItClient Updated
Triggers when a client record is updated in Hectic.
Try ItDeliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Try ItDeliverable Approval
Triggers when a new Deliverable is ready for client approval.
Try It