ClickUp + MOCO
Create ClickUp lists for new MOCO clients
Efficiently manage your new clients from MOCO by seamlessly creating lists in ClickUp. With this workflow, every time you add a new client in MOCO, a corresponding list will be created in ClickUp, allowing you to effortlessly organize and streamline your client management process. Stay on top of your projects and tasks by connecting MOCO and ClickUp through this customized automation.
Efficiently manage your new clients from MOCO by seamlessly creating lists in ClickUp. With this workflow, every time you add a new client in MOCO, a corresponding list will be created in ClickUp, allowing you to effortlessly organize and streamline your client management process. Stay on top of your projects and tasks by connecting MOCO and ClickUp through this customized automation.
- When this happens...
New ClientTriggers when a new client is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ListTriggers when new lists are created.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Approved Holiday Request
Triggers when a holiday request is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Person
Triggers when a new contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead was created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Holiday Request
Triggers when a new holiday request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Status
Triggers when the status of an invoice is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Planning Entry
Triggers when a new Planning Entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Budget Alert
Triggers when a project budget alert event has happened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Outgoing Payment
Triggers when a new outgoing payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Activity
Triggers when a new sales activity has happened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Unarchived Project
Triggers when a project is made active again.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a company was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a lead was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an invoice was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Planning Entry
Triggers when a Planning Entry was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a project was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated User
Triggers when a User was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TargetRequired
MessageRequired
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Identifier
CurrencyRequired
UserRequired
Fax
Email
Phone
Address
Vat
Website
Info
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice
TotalRequired
DateRequired
CurrencyRequired
Partial payment?
Transaction Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Identifier
NameRequired
CurrencyRequired
Billing ByRequired
Hourly Rate
Budget
Budget Expenses
LeaderRequired
Finish Date
Info
Fixed price?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase
DateRequired
TotalRequired
CurrencyRequired
Description
Transaction Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Identifier
Name
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Status
Contact Work Email
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Date
ProjectRequired
UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
Receipt Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask
Include subtask?
Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document name (title)
Subtitle
Markdown Content
Content
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Time Entry
Triggers when a new time entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when an expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Payment
Triggers when a new incoming payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Offer
Triggers when a new offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Presence
Triggers when a new Presence is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Assignment
Triggers when a person is assigned to a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Recurred Expense
Triggers when an expense is recurred.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Archived Project
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Time Entry
Triggers when a time entry was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Person
Triggers when a contact person was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Expense
Triggers when an expense was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Offer
Triggers when an offer was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Presence
Triggers when a Presence was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase
Triggers when a purchase was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UserRequired
ProjectRequired
DateRequired
DescriptionRequired
Task NameRequired
Tag
SecondsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Gender
First NameRequired
Last NameRequired
Title
Mobile Phone
Work Phone
Work Fax
Work Email
Work Address
Home Email
Home Address
Birthday
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
DateRequired
QuantityRequired
UnitRequired
Unit PriceRequired
Unit CostRequired
BillableRequired
Included in Budget?Required
File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
AmountRequired
CurrencyRequired
Reminder DateRequired
Info
Responsible
Company
Stage
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SupplierRequired
CreatorRequired
File
DateRequired
Due Date
Service Period From
Service Period To
Invoice number
CurrencyRequired
Payment MethodRequired
Info
TitleRequired
TotalRequired
Tax (%)Required
Tax included in Total?Required
Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Project IdentifierRequired
Hourly Rate
Task Budget
Active
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Date
ProjectRequired
UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Firstname
Lastname
Work Email
Phone Number
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Title
ProjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
Company Name
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Credit Account
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Last Name
First Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appReaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Thread
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Name
Content
Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Subtitle
DocumentRequired
PageRequired
Content
Content edit mode
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.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ClickUp
Related categories
