ClickUp + Moxie
Create new lists in ClickUp for every invoice sent in Moxie
Streamline your invoice tracking process with this seamless connection between Moxie and ClickUp. When an invoice is sent from Moxie, a list is quickly created in ClickUp. This automation ensures your billing information is organized efficiently, allowing you to focus on more important tasks. This workflow not only helps you stay on top of your financial documents but also significantly increases your productivity.
Streamline your invoice tracking process with this seamless connection between Moxie and ClickUp. When an invoice is sent from Moxie, a list is quickly created in ClickUp. This automation ensures your billing information is organized efficiently, allowing you to focus on more important tasks. This workflow not only helps you stay on top of your financial documents but also significantly increases your productivity.
- When this happens...Invoice Sent
Triggers when an invoice is sent in Hectic.
- automatically do this!Create List
Triggers when new lists are created.
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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
