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Create files in when new recurring plans are created in MoonClerk

  1. When this happensStep 1: New Recurring Plan

  2. Then do thisStep 2: Create File

Keep track of files your users send you right inside your projects and you'll never be missing critical information. Once you set up this integration, whenever someone fills out a new recurring plan in MoonClerk, Zapier will automatically copy the file into so you have access to it whenever you need.

Note: This integration will only work if you indicate which response to your form will include the file attachment in the ProjectManager Action step. If there's a chance users may not submit a file with some plans, you'll want to insert a Filter step to avoid errors with this Zap.

How this integration works

  1. A user fills out your New Recurring Plan in MoonClerk with a file attachment
  2. Zapier copies the file to

Apps involved

  • MoonClerk

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