ClickUp integration with Moxie
How to Create new Moxie clients from newly added ClickUp tasks
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new Moxie clients from newly added ClickUp tasks" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Moxie integrations
Moxie actions
Nekton can use any feature that is available in Moxie API.
Using our advanced AI, you can easily create custom automations for Moxie.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new client record in Hectic
Create Time Worked
Creates a time worked entry
Create Form Submission
Creates a new form submission and adds the record to the inquiry section of SalesPipeline (pro only).
Approve Deliverable
Approve a deliverable and move it from the Client Approval status to the next status in the Kanban
Create & Optionally Send Invoice
Create an invoice for a client and optionally send it via Hectic Mail.
Create Expense
Creates a new expense record in the Hectic accounting system.
About Moxie
Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.