ClickUp + Contractor+

ClickUp + Contractor+ integrations

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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TriggerPolling
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ActionWrite

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More things you can do with Contractor+ and ClickUp

Discover other triggers and actions you can use with Contractor+ and ClickUp

- 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 Name
  Required
- Last Name
- Client Type
  Required
- 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 Title
  Required
- Expense For
  Required
- Expense Description
- Payment Method
- Reference #
- Expense Category ID
  Required
- Reimburse To
- Amount
  Required
- Total Expense Amount
- Expense Date
  Required
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead Type
- Salutation
- First Name
  Required
- Last Name
- Description
- Lead Status
- 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 Title
  Required
- Work Order Date
  Required
- Client ID
  Required
- Property ID
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Property Zip
  Required
- 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)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
- Document name
  Required
- 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
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Create Lead
Creates a new lead and formats it for Excel sheet export.
Trigger
Instant
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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
Try It
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
  Required
- Billing State Id
  Required
- State
  Required
- Billing Zip
  Required
- Billing Country
  Required
- Estimate Date
  Required
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount Type
  Required
- Discount Mode
  Required
- 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
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
  Required
- Billing State Id
  Required
- State
  Required
- Billing Zip
  Required
- Billing Country
  Required
- Invoice Date
  Required
- Payment Due Date
  Required
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO Number
  Required
- Number of Line Items
- Discount Type
  Required
- Discount Percentage Type
  Required
- 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 ID
  Required
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- City
  Required
- Street 1
  Required
- Street 2
- Zip Code
  Required
- Lockbox Code
- Gate Code
Action
Write
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
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
- Workspace
  Required
- Field
  Required
- Value
  Required
- 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.

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About Contractor+

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

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Related categories

Scheduling & Booking