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MoonClerk + ProjectManager

Create files in ProjectManager when new recurring plans are created in MoonClerk

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 so you have access to it whenever you need.

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 so you have access to it whenever you need.

  1. When this happens...
    MoonClerkMoonClerk
    New Plan

    Triggers when a new recurring plan is created.

    TriggerInstant
  2. automatically do this!
    ProjectManagerProjectManager
    ActionWrite
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Supported triggers and actions

What does this mean?
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
  • ProjectManager triggers, actions, and search

    New User

    Triggered when a new user is added to your account

    Trigger
    Scheduled
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Payment Form (optional)

    Trigger
    Instant
    Try It
    • Customer IDRequired

    Action
    Search
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moonclerk logo

About MoonClerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.
Learn moreHelp

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  • Payment Processing

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projectmanager logo

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

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