Integrate ClickUp with FreshBooks

Send information between ClickUp and FreshBooks automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate ClickUp and FreshBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Folder updated

Triggers when any detail of an existing folder is updated

Time entry created

Triggers when a new time entry is created

List created

Triggers when a new list is created

Folder created

Triggers when a new folder is created

List updated

Triggers when any detail of an existing list is updated

Task moved

Triggers when a task is moved in the selected space

Task created

Triggers when a new task is created

Task updated

Triggers when any detail of a task in the selected space is updated

Task status updated

Triggers when the status of a task in the selected space is updated

Payment added

Triggers when a new payment is added

Client created

Triggers when a new client is created

Invoice created

Triggers when a new invoice is created

Time entry added

Triggers when an new time entry is added

Estimate created

Triggers when a new estimate is created

Expense created

Triggers when a new expense is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create task

Creates a new task under the selected list

Create subtask

Creates a new subtask under the specified task

Add comment

Adds a comment to the specified task

Create folder

Creates a new folder

Create list

Creates a new list

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Update task

Updates the details of the specified task

Update list

Updates the details of the specified list

Update task custom field

Updates the value of a custom field in an existing task

Fetch task

Fetches the details of an existing task by ID and custom fields

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create project

Creates a new project

Create expense

Creates a new expense

Create client

Creates a new client

Create task

Creates a new task

Update invoice

Updates the details of an existing invoice

Update project

Updates the details of an existing project

Update estimate

Updates the details of an existing estimate

Update expense

Updates the details of an existing expense

Update client

Updates the details of an existing client

Update task

Updates the details of an existing task

Fetch estimate

Fetches the details of an existing estimate by number

Fetch invoice

Fetches the details of an existing invoice by number

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch client - By email address

Fetches the details of an existing client by email address

Fetch user

Fetches the details of an existing user by email address

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

What is FreshBooks?

FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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