Create new tasks in ClickUp when new clients are added in Moxie
Streamline your client management and task creation process with this workflow. When a new client is added in the Moxie app, a task is instantly created in ClickUp. This efficient system helps ensure that no task is overlooked and enhances your productivity. Experience smooth coordination between your client relations and task management with this seamless automation.
Streamline your client management and task creation process with this workflow. When a new client is added in the Moxie app, a task is instantly created in ClickUp. This efficient system helps ensure that no task is overlooked and enhances your productivity. Experience smooth coordination between your client relations and task management with this seamless automation.
- When this happens...Client Created
Triggers when a new client is created in Hectic.
- automatically do this!Create Task
Creates a new task.
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Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItAgreement Viewed
Triggers when a user views the proposal.
Try ItClient Deleted
Triggers when a client record is deleted in Hectic.
Try ItDeliverable Created
Triggered when a Project Task / Deliverable is created
Try It
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItClient 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 It