ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.
Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.
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It's easy to connect ClickUp + Zoho Subscriptions without coding knowledge. Start creating your own business flow.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Triggers when a subscription is canceled
Triggers when a new Invoice is created
Triggers when a new subscription is created
Triggers when a payment received successfully
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post a comment to a task
Updates an existing task.
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
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ClickUp is a cloud-based project management software, which was founded in 2013. It is the result of the combination of two popular project management tops—ClickUp and Trello. The company is based in Silicon Valley and has offices in New York & San Francisco.
Zoho Subscriptions is a SaaS billing platform that helps companies to track the billing process accurately. It provides flexibility in managing subscription services including recurring billing, credit card processing, usage-based billing, discounts, coupons, refunds, reports, analytics, etc.
The integration of ClickUp and Zoho Subscriptions allows you to set up discounted rates for your clients. For example, if you are charging $100 per month for one service, you can offer the same service at $50 per month to your existing customers.
Through this integration you can set up discounts using the fplowing options:
On Future Orders . This discount will be applied automatically on future orders. If you have a monthly recurring revenue plan in place with your clients, this option will help you to reduce their bill by 25% or 50%. You can use this option to give away 50% discount on your annual renewal.
. This discount will be applied automatically on future orders. If you have a monthly recurring revenue plan in place with your clients, this option will help you to reduce their bill by 25% or 50%. You can use this option to give away 50% discount on your annual renewal. On Current Orders . This discount will be applied on current orders. You can use this option to give away 10%, 20% or 30% discount on the current order amount. Once you apply it to an order, it will automatically get deducted from the original price.
. This discount will be applied on current orders. You can use this option to give away 10%, 20% or 30% discount on the current order amount. Once you apply it to an order, it will automatically get deducted from the original price. On Future Renewals . This discount will be applied automatically on future renewals. If you have a monthly recurring revenue plan in place with your clients, this option will help you to reduce their bill by 10% or 20%. You can use this option to give away 20% discount on your annual renewal.
. This discount will be applied automatically on future renewals. If you have a monthly recurring revenue plan in place with your clients, this option will help you to reduce their bill by 10% or 20%. You can use this option to give away 20% discount on your annual renewal. On Current Renewals . This discount will be applied on current renewals. You can use this option to give away 5%, 10% or 15% discount on the current renewal amount. Once you apply it to an order, it will automatically get deducted from the original price.
. This discount will be applied on current renewals. You can use this option to give away 5%, 10% or 15% discount on the current renewal amount. Once you apply it to an order, it will automatically get deducted from the original price. On Future Upgrades. This discount will be applied automatically on future upgrades. You can use this option to give away 10%, 20% or 30% discount on the new product price. Once you apply it to an order, it will automatically get deducted from the original price.
You can choose from three options as per your business requirements. Add as a Custom Field , Inline In Discounts , Inline In Invoices . For more information about these options, please refer to Zoho Subscriptions documentation .
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