Create files in ProjectManager.com when new recurring plans are created in MoonClerk
When this happensStep 1: New Recurring Plan
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 ProjectManager.com 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 ProjectManager.com-MoonClerk integration works
- A user fills out your New Recurring Plan in MoonClerk with a file attachment
- Zapier copies the file to ProjectManager.com