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
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  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 order is created in InvoiceXpress

InvoiceXpress + ClickUp

Build your own integrations between InvoiceXpress and 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

Client added

Triggers when a new client is added

Item added

Triggers when a new item is added

Estimate created

Triggers when a new estimate is created

Invoice created

Triggers when a new invoice is created

Purchase order added

Triggers when a new purchase order is added

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

Task updated

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

Folder created

Triggers when a new folder is created

Task moved

Triggers when a task is moved in the selected space

All Actions - Actions are the automated tasks

Create item

Creates a new item

Create client

Creates a new client

Create purchase order

Creates a new purchase order

Create estimate

Creates a new quote, proforma or fees note.

Create invoice

Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.

Create task using template

Creates a new task using an existing template

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 checklist

Creates a checklist for the specified task

Create list

Creates a new list

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Update list

Updates the details of the specified list

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.

Accounting

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.

Learn more >

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