monday.com + Moxie

Create new clients in Moxie when new items are added to a board in monday.com

Effortlessly manage your client onboarding process with this workflow that connects monday.com and Moxie. When a new item is added to a monday.com board, it triggers the creation of a client in Moxie, streamlining your client management. Save time and reduce manual entry while keeping your teams organized and focused on essential client tasks.

When this happens...
New Item in Board
Triggers when an item is created in a specific board.
TriggerInstant
automatically do this!
Create Client
Creates a new client record in Hectic
ActionWrite

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Supported triggers and actions

What does this mean?

- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Scheduled
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
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- Board IDRequired
- Group IDRequired
Action
Write

- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
Action
Write

- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search
Client Created
Triggers when a new client is created in Hectic.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Hectic.
Trigger
Instant
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Deliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Trigger
Instant
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Deliverable Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent in Hectic.
Trigger
Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
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Project Completed
Triggers when a project is set to "complete" in Hectic.
Trigger
Instant
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Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
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Time Worked Created
Triggers when a new time worked entry is created.
Trigger
Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
Trigger
Instant
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- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
Action
Write
- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
Action
Write
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search QueryRequired
Action
Search

- Board IDRequired
Trigger
Instant
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- Board IDRequired
- Column IDsRequired
Trigger
Instant
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- Board IDRequired
Trigger
Instant
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- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search
Client Deleted
Triggers when a client record is deleted in Hectic.
Trigger
Instant
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Deliverable Created
Triggered when a Project Task / Deliverable is created
Trigger
Instant
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Deliverable Updated
Triggered with a Deliverable (Project Task) is updated.
Trigger
Instant
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- Form IDRequired
Trigger
Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
Trigger
Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
Trigger
Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Trigger
Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Trigger
Instant
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Project Created
Triggers when a new project is created in Hectic.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Proposal Viewed
Triggers when a user views the proposal.
Trigger
Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
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- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
Action
Write
- Client NameRequired
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- NameRequired
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
Action
Write
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn more Help

Related categories

Project Management

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Insightly

CRM (Customer Relationship Management)

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

monday.com + Moxie

Create new clients in Moxie when new items are added to a board in monday.com

Any Column Value Changed in Board

New Board

Specific Column Value Changed in Board

Board IDRequired

Column IDRequired

New User

Archive Group

Board IDRequired

Group IDRequired

Update Item Name

Board IDRequired

Item IDRequired

New Item Name ValueRequired

Create Board

Board NameRequired

Board KindRequired

Template Id

Create Group

Board IDRequired

Group NameRequired

Create Subitem

Board IDRequired

Item NameRequired

Subitem NameRequired

Delete Group

Board IDRequired

Group IDRequired

Group Position

Board IDRequired

Group IDRequired

New Group Title

Should add group to top?

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Board Values

Board IDRequired

Get File Column Values

Board IDRequired

Item IDRequired

ColumnRequired

Get Subitem Values

Board IDRequired

Item IDRequired

Client Created

Client Updated

Deliverable Deleted

Deliverable Approval

Invoice Sent

Meeting Scheduled

Opportunity Created

Opportunity Updated

Project Completed

Project Updated

Proposal Signed

Time Worked Created

Time Worked Updated

Approve Deliverable

Client NameRequired

Project NameRequired

Deliverable NameRequired

Create & Optionally Send Invoice

Client idRequired

Due Date

AmountRequired

Description

Notes

Send to

Create Project

Project NameRequired