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Integrate QuickBooks with ClickUp
Send information between QuickBooks and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in ClickUp each time a new order is made in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in ClickUp when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task under the selected list in ClickUp.
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Create a task in ClickUp each time a new order is made in QuickBooks
QuickBooks + ClickUp
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Build your own integrations between QuickBooks and ClickUp
Connect QuickBooks and ClickUp with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate QuickBooks and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Non-inventory item created
Triggers when a non-inventory item is created
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Service item updated
Triggers when any detail of an existing service item is updated
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Customer updated
Triggers when any detail of an existing customer is updated
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Invoice created
Triggers when a new invoice is created
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Customer created
Triggers when a new customer is created
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Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
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Vendor updated
Triggers when the details of an existing vendor are updated
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Bill created
Triggers when a bill is created
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Service item created
Triggers when a new service item is created
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Account created
Triggers when a new account is created
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Estimate created
Triggers when a new estimate is created
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Deposit added
Triggers when a new deposit is added
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Payment received
Triggers when a payment is received
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Credit memo updated
Triggers when the details of an existing credit memo are updated
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Purchase order created
Triggers when a new purchase order is created
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Invoice updated
Triggers when the details of an existing invoice are updated
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Vendor created
Triggers when a new vendor is created
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Account updated
Triggers when an account is updated
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Inventory item created
Triggers when an inventory item is created
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Sales receipt created
Triggers when a new sales receipt is created
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Estimate updated
Triggers when an estimate is updated
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Sales receipt updated
Triggers when the details of an existing sales receipt are updated
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Credit memo created
Triggers when a credit memo is created
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Inventory item updated
Triggers when any detail of an existing inventory item is updated
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Time entry created
Triggers when a new time entry is created
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List created
Triggers when a new list is created
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Task status updated
Triggers when the status of a task in the selected space is updated
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Folder updated
Triggers when any detail of an existing folder is updated
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List updated
Triggers when any detail of an existing list is updated
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Task created
Triggers when a new task is created
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Task updated
Triggers when any detail of a task in the selected space is updated
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Folder created
Triggers when a new folder is created
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Task moved
Triggers when a task is moved in the selected space
All Actions - Actions are the automated tasks
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Create invoice
Creates a new invoice
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Create vendor
Creates a new vendor
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Create deposit
Creates a new deposit
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Create sales receipt
Creates a new sales receipt
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Create payment record
Creates a new payment record
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Create bill - Account based
Creates a new account-based bill
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Create account
Creates a new account
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Create bill - Item based
Creates a new item-based bill
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Create customer
Creates a new customer
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Create inventory item
Creates a new inventory item
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Create non-inventory item
Creates a new non-inventory item
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Create estimate
Creates a new estimate
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Create service item
Creates a new service item
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Create credit memo
Creates a new credit memo
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Create transfer
Creates a new transfer
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Update item status
Updates the status of the specified item
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Update estimate
Updates the estimate by ID
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Update customer
Updates the details of an existing customer
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Update account
Updates the details of an existing account using account ID
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Update invoice
Updates the details of an invoice by ID
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Fetch customer type
Fetches the details of a customer type by its name
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Fetch vendor by name
Fetches the details of an existing vendor by name
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Fetch sales term
Fetches the details of a sales term based on its name
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Send sales receipt
Sends an existing sales receipt to the specified email address
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Fetch item by SKU
Fetches the details of an existing item using SKU
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Fetch deposit
Fetches the details of an existing deposit by its ID
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Fetch payment method
Fetches a payment method based on its name
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Fetch customer by ID
Fetches the details of an existing customer by ID
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Fetch location
Fetches the details of an existing location by name
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Fetch transfer
Fetches the details of a transfer based on its ID
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Fetch account
Fetches an account by name
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Send invoice
Sends an invoice to the specified email address
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Fetch customer by name or email
Fetches the details of an existing customer by name or email address
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Send estimate
Sends an existing estimate
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Fetch vendor by ID
Fetches the details of an existing vendor by ID
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch category
Fetches the details of an existing category by name
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Fetch item
Fetches the details of an existing item by name
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Create task using template
Creates a new task using an existing template
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Add comment
Adds a comment to the specified task
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Create folder
Creates a new folder
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Create task
Creates a new task under the selected list
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Create subtask
Creates a new subtask under the specified task
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Create checklist
Creates a checklist for the specified task
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Create list
Creates a new list
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Update task custom field
Updates the details of an existing task custom field
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Update task
Updates the details of the specified task
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Update list
Updates the details of the specified list
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Fetch task
Fetches the details of an existing task by ID and custom fields
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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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.
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