"create new tasks in ClickUp when meetings are scheduled in Moxie"
Stay organized and ensure no task goes unnoticed following a scheduled meeting. This workflow gets activated when you schedule a meeting in Moxie and proceeds to create a task in ClickUp. This handy automation helps you save time by generating to-do tasks for each meeting and minimizes the chance of details falling through the cracks.
Stay organized and ensure no task goes unnoticed following a scheduled meeting. This workflow gets activated when you schedule a meeting in Moxie and proceeds to create a task in ClickUp. This handy automation helps you save time by generating to-do tasks for each meeting and minimizes the chance of details falling through the cracks.
- When this happens...Meeting Scheduled
Triggers when a new meeting is scheduled
- 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