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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call" from ClickDesk.

Add your action

An action happens after the trigger—such as "Create Client" in InvoiceBerry.

You’re connected!

Zapier seamlessly connects ClickDesk and InvoiceBerry, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ClickDesk to InvoiceBerry integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect ClickDesk and InvoiceBerry to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Call
Triggers when new call is ended.
Trigger
Instant
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New Ticket
Triggers when new ticket is arrived.
Trigger
Instant
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New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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- Client ID
- Client Name
- Country
- Client Language
- Client Currency
- Email
  Required
- Client Phone Number
- Client Mobile Number
- Client Firstname
- Client Lastname
- Street 1
- Street 2
- Client City
- Client State
- Client Zip Code
- Client Notes
- Currency
- Language
- Start Date
  Required
- End Date
- Frequency
  Required
- Discount
- Terms
- Payment Term Days
- Notes
- Reference / PO Number
- Item Name
- Item Description
- Item Unit Cost
- Item Quantity
- Tax 1
- Tax 2
- Item Data Separator
- Auto Send
- Message
Action
Write
- Client ID
- Client Name
- Country
- Client Language
- Client Currency
- Email
  Required
- Client Phone Number
- Client Mobile Number
- Client Firstname
- Client Lastname
- Street 1
- Street 2
- Client City
- Client State
- Client Zip Code
- Client Notes
- Currency
- Language
- Date of Issue
  Required
- Discount
- Terms
- Payment Term Days
- Notes
- Reference / PO Number
- Item Name
- Item Description
- Item Unit Cost
- Item Quantity
- Tax 1
- Tax 2
- Item Data Separator
- Set invoice status
- Payment Amount
- Payment Method
- Payment Date
- Payment Note
- Send Invoice
- Message
Action
Write

New Chat
Triggers when new live chat is ended.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new item is created.
Trigger
Instant
Try It
- Company Name
  Required
- Email
  Required
- Currency
- Country
- First Name
- Last Name
- Phone Number
- Mobile Number
- Street 1
- Street 2
- City
- State
- Zip Code
- Tax Number
- Tax Name
- Notes
Action
Write
- Category
  Required
- Amount
  Required
- Date of Expense
  Required
- Vendor
- Tax
- Notes
Action
Write
- Item Name
- Tax 1
- Tax 2
- Unit Cost
- Quantity
- Description
Action
Write

About ClickDesk

ClickDesk is a combo of Live Chat, Voice and Video Chat and Helpdesk Software For Online Businesses. It is currently helping over 150,000 online businesses to better engage their web visitors.

Related categories

Customer Support

About InvoiceBerry

InvoiceBerry is an easy-to-use online invoicing software for small businesses and freelancers.

Related categories

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