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Zoho Books + ClickUp Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and ClickUp

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

About ClickUp

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.

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Best ways to Integrate Zoho Books + ClickUp

  • Zoho Books ClickUp

    Zoho Books + ClickUp

    Post a Task Comment in ClickUp when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ClickUp Post a Task Comment
  • Zoho Books ClickUp

    Zoho Books + ClickUp

    Create Folder to ClickUp from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ClickUp Create Folder
  • Zoho Books ClickUp

    Zoho Books + ClickUp

    Create List to ClickUp from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ClickUp Create List
  • Zoho Books ClickUp

    Zoho Books + ClickUp

    Create Task to ClickUp from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ClickUp Create Task
  • Zoho Books ClickUp

    Zoho Books + ClickUp

    Create Subtask to ClickUp from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ClickUp Create Subtask
  • Zoho Books {{item.actionAppName}}

    Zoho Books + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Books + ClickUp in easier way

It's easy to connect Zoho Books + ClickUp without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

    Actions
  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

How Zoho Books & ClickUp Integrations Work

  1. Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ClickUp as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho Books to ClickUp.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho Books and ClickUp

Zoho Books

Zoho Books is a complete small business accounting software with intuitive interface and comprehensive features. With Zoho Books you can do complete financial management for your business and create budgets, pay bills, track expenses, automatically generate invoices, etc. It has all the tops you need to manage your business effectively.

You can get your business started in minutes with Zoho Books. You can connect over 40 third-party apps to add functionality to your business operations.

ClickUp

ClickUp is an online project management and cplaboration top that helps teams manage tasks and projects effectively. It offers detailed task management, a visual roadmap, and chat integration.

Integration of Zoho Books and ClickUp

Zoho Books and ClickUp can be integrated so that you can avail the best of both the worlds. The integration allows you to import data from Zoho Books into ClickUp and vice-versa. This way you get real-time updates and can easily plan your tasks.

Zoho Books also allows you to create reports in Excel files and export them as PDFs.

  • Benefits of Integration of Zoho Books and ClickUp:
  • The basic benefit of integration of Zoho Books and ClickUp is that it gives you access to the best of both worlds without investing in duplicate systems. You will still have to invest some time in integrating the two systems but it will save you a lot of money in the long run.

    The process to integrate Zoho Books and ClickUp may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.