ClickUp + Moxie
Create tasks in ClickUp from new opportunities in Moxie
Effortlessly manage your new business opportunities with this smooth workflow. Whenever a new opportunity is identified in Moxie, a corresponding task is created in ClickUp. This allows for a seamless process, ensuring every new opportunity is tracked and acted upon without fail. This automation streamlines your business processes, saving you time and increasing productivity.
Effortlessly manage your new business opportunities with this smooth workflow. Whenever a new opportunity is identified in Moxie, a corresponding task is created in ClickUp. This allows for a seamless process, ensuring every new opportunity is tracked and acted upon without fail. This automation streamlines your business processes, saving you time and increasing productivity.
- When this happens...Opportunity Created
Triggered with a pipeline opportunity is created
- 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
