Integrating ClickUp with Xero by AI Agents and Assistants

Triggers when new folders are created.

Triggers when new lists are created.

Triggers when tasks are added.

Triggers when tasks updated.

Triggered when you add a new bill. (Accounts Payable)

Triggered when you add a new contact.

Triggered when you receive a new payment.

Triggered when a new quote is created.

Triggered when you add a new sales invoice. (Accounts Receivable)

Triggered when a purchase order is created.

Triggered when you update an exiting contact.

Triggered when an exiting quote is updated.

Triggered when you update an exiting sales invoice. (Accounts Receivable)

Triggered when an exiting purchase order is updated.

To Creates a new folder

Creates a new list

Creates a new subtask

Creates a new task.

Add a checklist to a task

Post an attachment to a task.

Post a comment to a task

Updates an existing task.

Transfers money between two bank accounts.

Creates a new bill (Accounts Payable).

Creates a new credit note for a contact.

Creates a new quote draft.

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Creates a new sales invoice (Accounts Receivable).

Creates a new contact or updates a contact if a contact already exists.

Creates a new item or updates a item if a product already exists.