ClickUp + Moxie

Create tasks in ClickUp from new opportunities in Moxie

Effortlessly manage your new business opportunities with this smooth workflow. Whenever a new opportunity is identified in Moxie, a corresponding task is created in ClickUp. This allows for a seamless process, ensuring every new opportunity is tracked and acted upon without fail. This automation streamlines your business processes, saving you time and increasing productivity.

Effortlessly manage your new business opportunities with this smooth workflow. Whenever a new opportunity is identified in Moxie, a corresponding task is created in ClickUp. This allows for a seamless process, ensuring every new opportunity is tracked and acted upon without fail. This automation streamlines your business processes, saving you time and increasing productivity.

  1. When this happens...
    MoxieMoxie
    Opportunity Created

    Triggered with a pipeline opportunity is created

    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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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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