ClickUp + MOCO

ClickUp + MOCO integrations

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.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Create ListTriggers when new lists are created.
ActionWrite

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More things you can do with MOCO and ClickUp

Discover other triggers and actions you can use with MOCO and ClickUp

Approved Holiday Request
Triggers when a holiday request is approved.
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New Comment
Triggers when a new comment is created.
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New Contact Person
Triggers when a new contact person is created.
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Instant
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New Lead
Triggers when a new lead was created.
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Instant
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New Holiday Request
Triggers when a new holiday request is created.
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Instant
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New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
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New Invoice Status
Triggers when the status of an invoice is changed.
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New Planning Entry
Triggers when a new Planning Entry is created.
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New Project
Triggers when a new project is created.
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New Project Budget Alert
Triggers when a project budget alert event has happened.
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New Outgoing Payment
Triggers when a new outgoing payment is created.
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New Sales Activity
Triggers when a new sales activity has happened.
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New User
Triggers when a new User is created.
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Unarchived Project
Triggers when a project is made active again.
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Updated Company
Triggers when a company was updated.
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Updated Lead
Triggers when a lead was updated.
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Updated Invoice
Triggers when an invoice was updated.
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Updated Planning Entry
Triggers when a Planning Entry was updated.
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Updated Project
Triggers when a project was updated.
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Updated User
Triggers when a User was updated.
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- Target
  Required
- Message
  Required
- User
Action
Write
- Name
  Required
- Identifier
- Currency
  Required
- User
  Required
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
Action
Write
- Invoice
- Total
  Required
- Date
  Required
- Currency
  Required
- Partial payment?
- Transaction Identifier
Action
Write
- Company
  Required
- Identifier
- Name
  Required
- Currency
  Required
- Billing By
  Required
- Hourly Rate
- Budget
- Budget Expenses
- Leader
  Required
- Finish Date
- Info
- Fixed price?
Action
Write
- Purchase
- Date
  Required
- Total
  Required
- Currency
  Required
- Description
- Transaction Identifier
Action
Write
- User
  Required
Action
Write
- ID
- Identifier
- Name
- Type
Action
Search
- ID
- Name
- Status
- Contact Work Email
- Company Name
Action
Search
- ID
- Identifier
Action
Search
- ID
- Date
- Project
  Required
- User
  Required
Action
Search
- ID
- Identifier
- Receipt Identifier
Action
Search
- ID
- Project
  Required
- Task Name
  Required
Action
Search
- Workspace
  Required
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Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
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Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

New Time Entry
Triggers when a new time entry is created.
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New Company
Triggers when a new company is created.
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New Client
Triggers when a new client is created.
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New Expense
Triggers when an expense is created.
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New Invoice
Triggers when a new invoice is created.
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New Incoming Payment
Triggers when a new incoming payment is created.
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New Offer
Triggers when a new offer is created.
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New Presence
Triggers when a new Presence is created.
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New Project Assignment
Triggers when a person is assigned to a project.
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New Purchase
Triggers when a new purchase is created.
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New Recurred Expense
Triggers when an expense is recurred.
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New Task
Triggers when a new task is created.
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Archived Project
Triggers when a project is archived.
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Updated Time Entry
Triggers when a time entry was updated.
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Instant
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Updated Contact Person
Triggers when a contact person was updated.
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Instant
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Updated Expense
Triggers when an expense was updated.
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Instant
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Updated Offer
Triggers when an offer was updated.
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Instant
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Updated Presence
Triggers when a Presence was updated.
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Instant
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Updated Purchase
Triggers when a purchase was updated.
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Instant
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- User
  Required
- Project
  Required
- Date
  Required
- Description
  Required
- Task Name
  Required
- Tag
- Seconds
  Required
Action
Write
- Gender
- First Name
  Required
- Last Name
  Required
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
Action
Write
- Project
  Required
- Title
  Required
- Description
- Date
  Required
- Quantity
  Required
- Unit
  Required
- Unit Price
  Required
- Unit Cost
  Required
- Billable
  Required
- Included in Budget?
  Required
- File
Action
Write
- Name
  Required
- Amount
  Required
- Currency
  Required
- Reminder Date
  Required
- Info
- Responsible
- Company
- Stage
- Contact
Action
Write
- Supplier
  Required
- Creator
  Required
- File
- Date
  Required
- Due Date
- Service Period From
- Service Period To
- Invoice number
- Currency
  Required
- Payment Method
  Required
- Info
- Title
  Required
- Total
  Required
- Tax (%)
  Required
- Tax included in Total?
  Required
- Category
Action
Write
- Task Name
  Required
- Project Identifier
  Required
- Hourly Rate
- Task Budget
- Active
- Billable
Action
Write
- ID
- Date
- Project
  Required
- User
  Required
Action
Search
- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
Action
Search
- ID
- Title
- Project
  Required
Action
Search
- ID
- Identifier
Action
Search
- ID
- Identifier
- Company Name
- Name
Action
Search
- ID
- Name
- Credit Account
Action
Search
- ID
- Last Name
- First Name
- Email
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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About MOCO

MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.

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CRM (Customer Relationship Management)

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ClickUp + MOCO

ClickUp + MOCO

Create ClickUp lists for new MOCO clients

More things you can do with MOCO and ClickUp

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