ClickUp + Moxie
Create new ClickUp tasks from completed Moxie forms
Stay organized and efficient by employing this workflow that helps to streamline your project management process. Whenever a form is completed in Moxie, a new task is immediately generated in ClickUp. This automatic process saves time, eliminates manual re-entry of data, and ensures your team can quickly move onto the next tasks in line. Capture every detail from Moxie and effortlessly manage your projects in ClickUp.
Stay organized and efficient by employing this workflow that helps to streamline your project management process. Whenever a form is completed in Moxie, a new task is immediately generated in ClickUp. This automatic process saves time, eliminates manual re-entry of data, and ensures your team can quickly move onto the next tasks in line. Capture every detail from Moxie and effortlessly manage your projects in ClickUp.
- When this happens...Form Completed
Triggers when a form is completed.
- 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
