Alegra + ClickUp
Alegra + ClickUp
Alegra + ClickUp integrations
Create tasks in ClickUp for new estimates in Alegra
Streamline your project management workflow with this seamless integration between Alegra and ClickUp. When a new estimate is generated in Alegra, a corresponding task is instantly created in ClickUp. This ensures that the task related to the estimate is tracked from the start, boosting productivity and maintaining organization across both platforms. The process is automatic, offering businesses an efficient way to manage their tasks and estimates with minimal effort.
- When this happens...
New EstimateTriggers when a new estimate is created in Alegra.TriggerPolling - automatically do this!
Create TaskCreates a new task.ActionWrite
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More things you can do with Alegra and ClickUp
Discover other triggers and actions you can use with Alegra and ClickUp
New ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- CĂłdigo postal (postalCode)Required
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- CondiciĂłn del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)
- Provincia (department)
- CantĂłn (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo
- Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- NĂşmero de identificaciĂłn (Identification)
- Tipo de contacto (Contact type)
- NĂşmero telefĂłnico principal (Phone primary)
- NĂşmero telefĂłnico secundario (Phone secondary)
- Fax
- Número de célular/móvil (Mobile)
- Observaciones (observations)
- Correo electrĂłnico (Email)
- DirecciĂłn (address)
- Ciudad (city)
- Verificar identificaciĂłn no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date) (YYYY-MM-DD)Required
- Observaciones (Observations)
- Almacén (Warehouse)Required
- Centro de costo (Cost center)
- ĂŤtemRequired
- Tipo (Type)Required
- Costo Unitario (Unit Cost)Required
- Cantidad (Quantity)Required
- ID de ResoluciĂłn (Resolution ID)
- Prefijo de numeraciĂłn (Numbering Prefix)
- NumeraciĂłn (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)
- Emitir la factura (generateStamp)Required
- Actividad econĂłmica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)Required
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Naturaleza del descuento (discount nature)
- Referencia (reference)
- DescripciĂłn (description)
- Tipo de descuento (discount_type)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- MĂ©todo de pago (paymentMethod)Required
- Emitir la factura (generateStamp)
- CondiciĂłn de la venta (saleCondition)
- Actividad econĂłmica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Emitir factura electrĂłnicaRequired
- Tipo
- NumeraciĂłn de la factura
- ClienteRequired
- IDRequired
- PrecioRequired
- Referencia
- DescripciĂłn
- Impuesto
- CantidadRequired
- Vendedor
- FechaRequired
- Fecha de vencimientoRequired
- Notas
- Observaciones
- Moneda
- Tipo de cambio
- Almacén
- Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Tipo de OperaciĂłn (Operation type)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)Required
- MĂ©todo de Pago (Payment Method)Required
- Cuotas Info
- Periodicidad (periodicity)
- NĂşmero de Cuotas (numberQuotas)
- InformaciĂłn sobre las cuotas (quotas info)
- Montos de las cuotas(amount)
- Fecha de vencimiento de las cuotas (quotas due date)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- CĂłdigo de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre del producto (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Referencia (Reference)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha De Vencimiento (dueDate)Required
- Cliente ID (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Impuesto (Tax)Required
- Cantidad (Quantity)Required
- Descuentos (Discount)Required
- Bodega/Almacén (Warehouse)
- Observaciones (Observations)
- Nota de la remisiĂłn (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id de la cotizaciĂłn (Estimate ID)Required
- Destinatatio (To):Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Primer Nombre (firstName)
- Apellidos (LastName)
- NĂşmero telefĂłnico principal (phonePrimary)
- Tipo de persona (kindOfPerson)
- Tipo de contacto (Contact type)
- Tipo (type)
- NĂşmero (number)
- DirecciĂłn (address)
- Municipio (City)
- Departamento (department)
- PaĂs (country)
- CĂłdigo postal (zip code)
- Correo electrĂłnico (email)
- RĂ©gimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del Ătem (Item Id)Required
- Nombre del producto (Name)
- DescripciĂłn (Description)
- Precio (Price)
- Referencia (Reference)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- CĂłdigo postal (postalCode)Required
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- CondiciĂłn del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Primer Nombre (firstName)Required
- Apellidos (LastName)
- NĂşmero telefĂłnico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico secundario (phoneSecondary)
- DirecciĂłn (address)
- Municipio (City)
- Departamento (department)
- PaĂs (country)
- CĂłdigo postal (zip code)
- fax
- NĂşmero de celular/mĂłvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- RĂ©gimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- NĂşmero de exterior (exteriorNumber)
- NĂşmero de interior (interiorNumber)
- Colonia (Colony)
- PaĂs (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- CĂłdigo postal (zipCode)
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- MĂ©todo de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- RegĂmenes Fiscales
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)
- Departamento (state)
- Provincia (city)
- UrbanizaciĂłn (urbanization)
- Distrito (district)
- CĂłdigo ubigeo (ubigeoCode)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del Ătem (Item name)Required
- Nombre (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- CĂłdigo de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del Ătem (Item name)Required
- Nombre del producto (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Referencia (Reference)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Task
- Include subtask?
- Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message TextRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Task NameRequired
- Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom FieldsView the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Check_plan_bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Estimate
Triggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Item
Triggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Nombre (Name)Required
- Tipo de contacto (Contact type)
- IdentificaciĂłn (Identification)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Ciudad (city)
- RegiĂłn (region)
- Comuna (commune)
- DescripciĂłn (description)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- NĂşmero de exterior (exteriorNumber)
- NĂşmero de interior (interiorNumber)
- Colonia (Colony)
- PaĂs (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- CĂłdigo postal (zipCode)
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- MĂ©todo de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- RegĂmenes Fiscales
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)
- Departamento (state)
- Provincia (city)
- UrbanizaciĂłn (urbanization)
- Distrito (district)
- CĂłdigo ubigeo (ubigeoCode)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha de vencimiento (Due Date)Required
- Observaciones (Observations)
- Comentarios (Anotation)
- ID del Cliente (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)
- CondiciĂłn de la venta (saleCondition)
- Concepto de venta (saleConcept)
- Fecha de inicio (startDateService)
- Fecha final (endDateService)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)Required
- MĂ©todo de pago (paymentMethod)
- Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Pedimento (importRequest)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentMethod)Required
- MĂ©todo de la factura (paymentType)
- Clave del Uso CFDI (cfdiUse)Required
- Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Cuenta de Banco (Bank Account)Required
- MĂ©todo de pago (Payment Method)
- Cliente/Proveedor (Client)
- Tipo de Pago (Type of payment)
- Tipo de transacciĂłn (Type of Transaction)Required
- Id de la factura (Invoice Id)
- Monto del pago (Payment Amount)
- Id de la cuenta contable (Category id)
- Valor (Price)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Observaciones (Observations)
- Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha De Vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Cliente ID (Client ID)Required
- NumeraciĂłn de la factura (Invoice numeration)
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Tipo de Factura (Invoice type)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Referencia (Reference)
- NĂşmero de la clave de producto (ProductKey)Required
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- TĂ©rminos y Condiciones (Terms and Conditions)
- NumeraciĂłn de la factura (Invoice numeration)
- Proveedor (provider)Required
- Bodega / Almacén (Warehouse)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Detalle (Details)
- Items ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- CategorĂas ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- Id RetenciĂłn (retention ID)
- Monto RetenciĂłn (retention amount)
- Fecha (date)
- Cuenta (account)
- Monto (amount)
- MĂ©todo de pago (Payment Method)
- Notas (anotations)
- Observaciones (observations)
- Id Retenciones (retentions ID)
- Monto RetenciĂłn (retention Amount)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Centro de costos (Cost center)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- DescripciĂłn (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primer Nombre (firstName)Required
- Apellidos (LastName)
- NĂşmero telefĂłnico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico secundario (phoneSecondary)
- DirecciĂłn (address)
- Municipio (City)
- Departamento (department)
- PaĂs (country)
- CĂłdigo postal (zip code)
- fax
- NĂşmero de celular/mĂłvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- RĂ©gimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la factura (Invoice ID)Required
- Tipo de Factura (Invoice Type)
- Destinatario (To)Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Tipo de contacto (Contact type)
- Nombre (Name)
- NĂşmero de identificaciĂłn (Identification Number)
- Correo electrĂłnico (Email)
- Número de teléfono principal (Primary Phone Number)
- Número de teléfono secundario (Secondary Phone Number)
- Fax
- NĂşmero De Celular/mĂłvil (Mobile)
- Observaciones (Observations)
- DirecciĂłn (Address)
- Ciudad (City)
- Calle (Street)
- NĂşmero exterior (Exterior Number)
- NĂşmero interior (Interior Number)
- Colonia (Colony)
- Localidad (Locality)
- Municipio (Municipality)
- Estado (State)
- PaĂs (Country)
- CĂłdigo Postal (Zip Code)
- Id de Vendedor Asociado (Associate Seller ID)
- Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- BĂşsqueda por (Search by)
- Nombres o SKUs de los items (Names or SKUs of the items)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Impuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- IdentificaciĂłn (Identification)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Ciudad (city)
- RegiĂłn (region)
- Comuna (commune)
- DescripciĂłn (description)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)
- Provincia (department)
- CantĂłn (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo
- Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- NĂşmero de identificaciĂłn (Identification)
- Tipo de contacto (Contact type)
- NĂşmero telefĂłnico principal (Phone primary)
- NĂşmero telefĂłnico secundario (Phone secondary)
- Fax
- Número de célular/móvil (Mobile)
- Observaciones (observations)
- Correo electrĂłnico (Email)
- DirecciĂłn (address)
- Ciudad (city)
- Verificar identificaciĂłn no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del Ătem (Item name)Required
- Nombre (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Referencia (Reference)
- NĂşmero de la clave de producto (ProductKey)Required
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Impuesto (tax)Required
- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- DescripciĂłn (Description)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Reaction(s)
- WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Reaction(s)
- WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Thread
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Name
- Content
- Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- StartRequired
- EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Document nameRequired
- Name match condition
- Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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