ClickUp + Moxie

Create new tasks in ClickUp when new clients are added in Moxie

Streamline your client management and task creation process with this workflow. When a new client is added in the Moxie app, a task is instantly created in ClickUp. This efficient system helps ensure that no task is overlooked and enhances your productivity. Experience smooth coordination between your client relations and task management with this seamless automation.

Streamline your client management and task creation process with this workflow. When a new client is added in the Moxie app, a task is instantly created in ClickUp. This efficient system helps ensure that no task is overlooked and enhances your productivity. Experience smooth coordination between your client relations and task management with this seamless automation.

  1. When this happens...
    MoxieMoxie
    Client Created

    Triggers when a new client is created in Moxie.

    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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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