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ClickUp + FreeAgent

Create tasks in ClickUp for new invoices in FreeAgent

Effortlessly manage your tasks by connecting FreeAgent and ClickUp with this streamlined workflow. Whenever a new invoice is created in FreeAgent, a corresponding task will be generated in ClickUp, ensuring that all your financial tasks are organized and accessible in one place. Save time and stay up-to-date with your business finances by adopting this efficient automated process.

Effortlessly manage your tasks by connecting FreeAgent and ClickUp with this streamlined workflow. Whenever a new invoice is created in FreeAgent, a corresponding task will be generated in ClickUp, ensuring that all your financial tasks are organized and accessible in one place. Save time and stay up-to-date with your business finances by adopting this efficient automated process.

  1. When this happens...
    FreeAgentFreeAgent
    New Invoice

    Triggers when a new invoice is added or meets criterion.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • FreeAgent triggers, actions, and search

    New Contact

    Triggers when you add a new contact.

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    Trigger
    Scheduled
    Try It
    • Organisation Name

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Address (Line 1)

    • Address (Line 2)

    • Town

    • Region

    • Postcode

    • Country

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Status

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • NameRequired

    • StatusRequired

    • Is Billable?

    • Billing Rate

    • Billing Period

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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Related categories

  • Project Management

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About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

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