ClickUp + Moxie

Create tasks in ClickUp when new proposals are signed in Moxie

Effortlessly manage your new projects with this Moxie to ClickUp automation. Once a proposal is signed in Moxie, it instantly creates a task in ClickUp, ensuring that your team can start working on the project without delay. Keep your project management streamlined and save time by automating this crucial step in your workflow.

Effortlessly manage your new projects with this Moxie to ClickUp automation. Once a proposal is signed in Moxie, it instantly creates a task in ClickUp, ensuring that your team can start working on the project without delay. Keep your project management streamlined and save time by automating this crucial step in your workflow.

  1. When this happens...
    MoxieMoxie
    Proposal Signed

    [DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

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  • Project Management

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moxie logo
moxie logo

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.
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  • CRM (Customer Relationship Management)

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