ClickUp + Moxie

Create new Moxie opportunities for new tasks in ClickUp

Easily manage your tasks and opportunities through this automation. When a new task is created in ClickUp, it prompts the creation of an opportunity in Moxie instantly. This efficient workflow not only maintains consistency across platforms but also provides a streamlined approach to task and opportunity management. No more switching back and forth between apps or missing out on crucial opportunities, channel your focus on important tasks instead.

Easily manage your tasks and opportunities through this automation. When a new task is created in ClickUp, it prompts the creation of an opportunity in Moxie instantly. This efficient workflow not only maintains consistency across platforms but also provides a streamlined approach to task and opportunity management. No more switching back and forth between apps or missing out on crucial opportunities, channel your focus on important tasks instead.

  1. When this happens...
    ClickUpClickUp
    New Task

    Triggers when tasks are added.

    TriggerInstant
  2. automatically do this!
    MoxieMoxie
    Create Opportunity

    Create a new pipeline opportunity

    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

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  • CRM (Customer Relationship Management)

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