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
Client added
Triggers when a new client is added
Estimate created
Triggers when a new estimate is created
Invoice created
Triggers when a new invoice is created
Item added
Triggers when a new item is added
Purchase order added
Triggers when a new purchase order is added
Folder updated
Triggers when any detail of an existing folder is updated
Time entry created
Triggers when a new time entry is created
Folder created
Triggers when a new folder is created
List created
Triggers when a new list is created
Task moved
Triggers when a task is moved in the selected space
List updated
Triggers when any detail of an existing list is updated
Task created
Triggers when a new task is created
Task status updated
Triggers when the status of a task in the selected space is updated
Task updated
Triggers when any detail of a task in the selected space is updated
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
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
Add comment
Adds a comment to the specified task
Create list
Creates a new list
Create subtask
Creates a new subtask under the specified task
Create checklist
Creates a checklist for the specified task
Create folder
Creates a new folder
Create task
Creates a new task under the selected list
Create task using template
Creates a new task using an existing template
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.
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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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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