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 BoardTriggers when an item is created in a specific board.TriggerInstant - automatically do this!

Create ClientCreates a new client record in HecticActionWrite
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More things you can do with monday.com and Moxie
Discover other triggers and actions you can use with monday.com and Moxie
- Board IDRequired
- Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Column TitleRequired
- Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
- BodyRequired
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- Include Updates?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Client CreatedTriggers when a new client is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Client UpdatedTriggers when a client record is updated in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task DeletedTriggered when a Project Task is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task ApprovalTriggers when a new Deliverable is ready for client approval.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice SentTriggers when an invoice is sent in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Meeting ScheduledTriggers when a new meeting is scheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Opportunity CreatedTriggered with a pipeline opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Opportunity UpdatedTriggered with a pipeline opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project CompletedTriggers when a project is set to "complete" in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project UpdatedTriggers when the settings for a project are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal Signed[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket ClosedTriggers and a support ticket is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket CreatedTriggers when a new support ticket is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket UpdatedTriggers when a support ticket is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Time Worked DeletedTriggers when a time worked record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Client NameRequired
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New BoardTriggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item NameRequired
- Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Column to SearchRequired
- Include Subitems?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- Column
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Agreement SentTriggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Agreement ViewedTriggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Client DeletedTriggers when a client record is deleted in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CreatedTriggered when a Project Task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task UpdatedTriggered with a Project Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Meeting CancelledTriggers when a meeting is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Meeting UpdatedTriggers when a meeting is updated or rescheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Opportunity DeletedTriggered with a pipeline opportunity is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Payment ReceivedTriggers when a payment is received either vial Stripe or manual entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project CreatedTriggers when a new project is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal Sent[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal Viewed[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket CommentTriggers when a comment is created on a ticket
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket DeletedTriggers when a support ticket is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Time Worked CreatedTriggers when a new time worked entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Time Worked UpdatedTriggers when a time worked entry has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.





