Integrate InvoiceXpress with ClickUp
Send information between InvoiceXpress and ClickUp automatically, without writing any code, using Zoho Flow.
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Create a new task in ClickUp when a order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to ClickUp whenever a new order is placed in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create a new task in ClickUp when a order is created in InvoiceXpress
InvoiceXpress + ClickUp
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Supported triggers and actions
Integrate InvoiceXpress and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Purchase order added
Triggers when a new purchase order is added
Item added
Triggers when a new item is added
Client added
Triggers when a new client is added
Task status updated
Triggers when the status of a task in the selected space is updated
List created
Triggers when a new list is created
List updated
Triggers when any detail of an existing list is updated
Folder updated
Triggers when any detail of an existing folder is updated
Folder created
Triggers when a new folder is created
Task created
Triggers when a new task is created
Time entry created
Triggers when a new time entry is created
Task moved
Triggers when a task is moved in the selected space
Task updated
Triggers when any detail of a task in the selected space is updated
All Actions - Actions are the automated tasks
Create client
Creates a new client
Create item
Creates a new item
Create estimate
Creates a new quote, proforma or fees note.
Create purchase order
Creates a new purchase order
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Fetch client by ID
Fetches the details of an existing client by id
Fetch client by code
Fetches the details of an existing client by code
Create subtask
Creates a new subtask under the specified task
Create task
Creates a new task under the selected list
Create checklist
Creates a checklist for the specified task
Create task using template
Creates a new task using an existing template
Create list
Creates a new list
Create folder
Creates a new folder
Add comment
Adds a comment to the specified task
Update task custom field
Updates the details of an existing task custom field
Update list
Updates the details of the specified list
Update task
Updates the details of the specified task
Fetch task
Fetches the details of an existing task by ID and custom fields
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
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.
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
