ClickUp + Contractor+

Create tasks in ClickUp for every new invoice in Contractor+

When a new invoice is generated in Contractor+, let this workflow simplify your project management process by creating a corresponding task in ClickUp. This automation ensures you keep track of invoice-related tasks without the need for manual data entry, allowing you to focus on more strategic operations for your business. Enjoy a seamless integration between Contractor+ and ClickUp, making your project management efficient and error-free.

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ActionWrite

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Supported triggers and actions

- State
Trigger
Polling
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Client List
Triggers when client list is requested.
Trigger
Polling
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Create Estimate
Creates a new estimate and formats it for Excel sheet export.
Trigger
Instant
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Create Expense
Creates a new expense and formats it for Excel sheet export.
Trigger
Instant
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Get All Payment Modes
Triggers when Payment Modes are requested.
Trigger
Polling
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Invoice List
Triggers when invoices are requested.
Trigger
Polling
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Lead Sources List
Triggers when lead sources are requested.
Trigger
Polling
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Staff List
Triggers when staff list is requested.
Trigger
Polling
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- Task Type
Trigger
Polling
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- Salutation
- First NameRequired
- Last Name
- Client TypeRequired
- Lead
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Address Street
- Billing Address Street 2
- Billing Country
- Billing Country Name
- Billing Address State ID
- Billing Address State
- Billing Address City
- Billing Address Zip Code
- Property Address Same as Billing Address
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Tenant Email
- Gate Code
- Lockbox Code
- Phone Code
- Phone Number
- Phone Type
- Phone is Primary
- Email Address
- Email Type
- Email is Primary
Action
Write
- Expense TitleRequired
- Expense ForRequired
- Expense Description
- Payment Method
- Reference #
- Expense Category IDRequired
- Reimburse To
- AmountRequired
- Total Expense Amount
- Expense DateRequired
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead TypeRequired
- Salutation
- First NameRequired
- Last Name
- DescriptionRequired
- Lead StatusRequired
- Source
- Address
- Address 2
- Country
- State
- City
- Zip
- Staff
- ISD Code
- Phone Type
- Phone Number
- Is Primary Phone Number
- Email Address
- Email Type
- Is Primary Email Address
Action
Write
- Work Order TitleRequired
- Work Order DateRequired
- Client IDRequired
- Property IDRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- StateRequired
- State IdRequired
- CountryRequired
- Property ZipRequired
- Client Note
- Admin Note
- Terms & Conditions
- Schedule Date
- Show Delegate Work Order
- Delegate To
- Schedule Type
- Is Any Time
- Number of Line Items
Action
Write
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search

Create Client
Creates a new client.
Trigger
Instant
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Countries
Triggers when countries are requested.
Trigger
Polling
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Expense Categories
Triggers when expense categories are requested.
Trigger
Polling
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Get Leads
Triggers when leads are requested.
Trigger
Polling
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Create Invoice
Creates a new invoice and formats it for Excel sheet export.
Trigger
Instant
Try It
Create Lead
Creates a new lead and formats it for Excel sheet export.
Trigger
Instant
Try It
Lead Statuses
Triggers when lead statuses are requested.
Trigger
Polling
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- Country
Trigger
Polling
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Create Work Order
Creates a new work order and formats it for Excel sheet export.
Trigger
Instant
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- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Estimate DateRequired
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount TypeRequired
- Discount ModeRequired
- Discount (%)
- Discount Total ($)
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Request Deposit Percent
- Request Deposit Type
- Request Deposit Total
- Request Deposit Date
- Show Payment Deposit in Contract
Action
Write
- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Invoice DateRequired
- Payment Due DateRequired
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO NumberRequired
- Number of Line Items
- Discount TypeRequired
- Discount Percentage TypeRequired
- Discount
- Discount Total
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Show Payment Deposit in Contract
- Request Deposit Type
- Request Deposit Percent
- Request Deposit Total
- Request Deposit Date
Action
Write
- Client IDRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- CityRequired
- Street 1Required
- Street 2
- Zip CodeRequired
- Lockbox Code
- Gate Code
Action
Write
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

Scheduling & Booking

ClickUp + Contractor+

Create tasks in ClickUp for every new invoice in Contractor+

Cities by State

Client List

Create Estimate

Create Expense

Get All Payment Modes

Invoice List

Lead Sources List

Staff List

Unit List

Create Client

Create Expense

Create Lead

Create Work Order

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

Create Client

Countries

Expense Categories

Get Leads

Create Invoice

Create Lead

Lead Statuses

States by Country

Create Work Order

Create Estimate

Create Invoice

Create Property

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

About ClickUp

Related categories

Similar apps

Trello

Asana

Todoist

About Contractor+

Related categories