Integrate Billbee with ClickUp

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

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Create a new task in ClickUp when a new order is created in Billbee

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in ClickUp each time a new order is made in Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a new task in ClickUp when a new order is created in Billbee

Billbee + ClickUp

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Supported triggers and actions

Integrate Billbee and ClickUp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

Invoice created

Triggers when a new invoice is created

Shipment created

Triggers when an order is shipped

Product created

Triggers when a new prodcut is created

Order created

Triggers when a new order 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

Time entry created

Triggers when a new time entry is created

List created

Triggers when a new list is created

Task status updated

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

Folder updated

Triggers when any detail of an existing folder is updated

List updated

Triggers when any detail of an existing list is updated

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

All Actions - Actions are the automated tasks

Create invoice

Creates an invoice for an existing order

Create order

Creates a new order

Create product

Creates a new product

Create customer

Creates a new customer

Update order status

Updates the status of an existing order

Update customer

Updates the details of an existing customer

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Add comment

Adds a comment to the specified task

Create folder

Creates a new folder

Create task

Creates a new task under the selected list

Create subtask

Creates a new subtask under the specified task

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Create list

Creates a new list

Update list

Updates the details of the specified list

Update task custom field

Updates the details of an existing task custom field

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 Billbee?

Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.

E Commerce

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

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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