ClickUp + MOCO

ClickUp + MOCO integrations

Create folders in ClickUp for new clients in MOCO

Organize your workflow efficiently with this MOCO-ClickUp integration. When a new client is added in MOCO, a corresponding folder is instantly created in ClickUp. This seamless process ensures you have a clean and consistent system for managing your clients, saving you time and enhancing your productivity.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Create FolderTriggers when new folders 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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Instant
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New Comment
Triggers when a new comment is created.
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Instant
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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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Instant
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New Invoice Status
Triggers when the status of an invoice is changed.
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Instant
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New Planning Entry
Triggers when a new Planning Entry is created.
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Instant
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New Project
Triggers when a new project is created.
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Instant
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New Project Budget Alert
Triggers when a project budget alert event has happened.
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Instant
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New Outgoing Payment
Triggers when a new outgoing payment is created.
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Instant
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New Sales Activity
Triggers when a new sales activity has happened.
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Instant
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New User
Triggers when a new User is created.
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Instant
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Unarchived Project
Triggers when a project is made active again.
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Instant
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Updated Company
Triggers when a company was updated.
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Instant
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Updated Lead
Triggers when a lead was updated.
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Instant
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Updated Invoice
Triggers when an invoice was updated.
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Instant
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Updated Planning Entry
Triggers when a Planning Entry was updated.
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Instant
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Updated Project
Triggers when a project was updated.
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Instant
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Updated User
Triggers when a User was updated.
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Instant
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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
Trigger
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?
Trigger
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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Instant
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New Company
Triggers when a new company is created.
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Instant
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New Client
Triggers when a new client is created.
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Instant
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New Expense
Triggers when an expense is created.
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Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Incoming Payment
Triggers when a new incoming payment is created.
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Instant
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New Offer
Triggers when a new offer is created.
Trigger
Instant
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New Presence
Triggers when a new Presence is created.
Trigger
Instant
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New Project Assignment
Triggers when a person is assigned to a project.
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Instant
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New Purchase
Triggers when a new purchase is created.
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Instant
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New Recurred Expense
Triggers when an expense is recurred.
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Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Archived Project
Triggers when a project is archived.
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Instant
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Updated Time Entry
Triggers when a time entry was updated.
Trigger
Instant
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Updated Contact Person
Triggers when a contact person was updated.
Trigger
Instant
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Updated Expense
Triggers when an expense was updated.
Trigger
Instant
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Updated Offer
Triggers when an offer was updated.
Trigger
Instant
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Updated Presence
Triggers when a Presence was updated.
Trigger
Instant
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Updated Purchase
Triggers when a purchase was updated.
Trigger
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 folders in ClickUp for new clients in MOCO

More things you can do with MOCO and ClickUp

Related Zap Templates

Related Zap Templates