ClickUp + FreshBooks
ClickUp + FreshBooks
ClickUp + FreshBooks integrations
Create new tasks in ClickUp for newly added FreshBooks estimates
Create tasks effortlessly in ClickUp whenever a new estimate is added in FreshBooks with this seamless workflow. Save valuable time and eliminate the manual process of transferring estimates to tasks. By connecting FreshBooks and ClickUp, you ensure your team stays organized and focused on delivering accurate and timely results.
- When this happens...
New EstimateTriggers when a new estimate is created.TriggerInstant - automatically do this!
Create TaskCreates a new task.ActionWrite
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More things you can do with FreshBooks and ClickUp
Discover other triggers and actions you can use with FreshBooks and ClickUp
- AccountRequired
- StatusRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- AccountRequired
- VendorRequired
- Currency CodeRequired
- Date of Issue
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- CustomerRequired
- Create DateRequired
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- Amount CodeRequired
- Category NameRequired
- AmountRequired
- NameRequired
- Date
- Note
- Payment Type
- Source
- Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
- FrequencyRequired
- Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email_recipientsRequired
- Email BodyRequired
- Email SubjectRequired
- EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Bill IDRequired
- Vendor
- Currency Code
- Date of Issue
- Days Due From Issue
- Bill Number
- Language
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Client Does Not ExsistRequired
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Mobile Phone
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Estimate Does Not ExistRequired
- Customer
- Create Date
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate ID
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Time Entry IDRequired
- Project
- Started At
- Duration
- Is Logged
- Internal?
- Client ID
- Billed?
- Billable?
- Active?
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Credit Note ID
- Client IDRequired
- Credit Type
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
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- AccountRequired
- Search FieldRequired
- Search ValueRequired
- CustomerRequired
- Create DateRequired
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
- Language
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- Value Added Tax Name
- Value Added Tax Number
- Notes
- Name
- Description
- Type
- Quantity
- Unit Cost Amount
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
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- AccountRequired
- Search FieldRequired
- Search ValueRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
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
- AccountRequired
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Item IDRequired
- PriceRequired
- CurrencyRequired
- Tax Amount
- Tax Name
- Send Admin Receipt?Required
- Note
- Is Active?
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- CategoryRequired
- Client
- Date
- Notes
- Staff MemberRequired
- Tax1 Amount
- Tax1 Percent
- Tax1 Name
- Tax2 Amount
- Tax2 Name
- Tax2 Percent
- Compounded Tax
- Currency
- Vendor
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- Is LoggedRequired
- Internal?
- Client IDRequired
- Billed?
- Billable?
- Active?
- Pending Client
- Pending Project
- Pending Task
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email Body
- Email SubjectRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Checkout Link IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Note
- Is Active?Required
- Send Admin Receipt?Required
- Tax Amount
- Tax Name
- Item NameRequired
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Note IDRequired
- Credit Number
- Currency Code
- Date of Issue
- Notes
- Terms
- Language
- Name
- Line Item Description
- Line Item Quantity
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client
- Create if Invoice Does Not ExistRequired
- Append Line Items on UpdateRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Invoice NumberRequired
- Language
- Estimate
- Active Payment Gateway
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Notes
- PO Number
- Terms
- Discount Amount
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Vendor IDRequired
- Vendor Name
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Credit Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
- VendorRequired
- Currency CodeRequired
- Date of Issue
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
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- AccountRequired
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- First Name
- Home Phone
- Language
- Last Name
- Notes
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency_code
- Quantity
- Unit Cost
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
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- AccountRequired
- Search FieldRequired
- Search ValueRequired
- ClientRequired
- Currency Code
- Date of Issue
- Days Due From Issue
- Line Item Description
- Line Item NameRequired
- Line Item QuantityRequired
- Line Item Tax1 Name
- Line Item Tax1 Percent
- Line Item Unit CostRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Amount
- Discount Description
- Invoice Number
- PO Number
- Language
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- AccountRequired
- Search FieldRequired
- Search ValueRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
- Language
- Is 1099 Contractor
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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