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ClickUp + InvoiceXpress

ClickUp + InvoiceXpress

ClickUp + InvoiceXpress integrations

Create invoice-receipts in InvoiceXpress when tasks change in ClickUp

Achieve more efficiency in your workflow with this automation. When task updates occur in your ClickUp, it instantly generates a new invoice receipt in InvoiceXpress. It's a convenient solution that eliminates manual data entry, ensuring that your financial records stay accurate, up-to-date, and consistent with your task management activities.

When this happens...
Task ChangesTriggers when a task changes.
TriggerInstant
automatically do this!
Create Invoice-ReceiptCreates a new invoice-receipt
ActionWrite

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More things you can do with ClickUp and InvoiceXpress

Discover other triggers and actions you can use with ClickUp and InvoiceXpress

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- 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
- Document ID
  Required
- Cancel Message
  Required
Action
Write
- Document ID
  Required
- Cancel Message
  Required
Action
Write
- Document Date
  Required
- Document Due Date
  Required
- Reference
- Observations
- Retention
- Tax Exemption
- Sequence ID
- Manual Sequence Number
- Clients Name
  Required
- Client's Code
  Required
- Client's Email
- Client's Address
- Client's City
- Client's Postal Code
- Client's Country
- Client's Fiscal ID
- Client's Website
- Client's Phone
- Client's Fax Number
- Client's Observations
- Item's Name
  Required
- Items Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Unit
- Discount
- Tax Name
- MB Reference
- Owner Invoice ID
- Tax Exemption Reason
- Currency Code
- Rate
Action
Write
- Draft Document ID
  Required
Action
Write
- Draft Document ID
  Required
Action
Write
- Document ID
  Required
Action
Write
- Document ID
  Required
- Second Copy
Action
Write
- Document ID
  Required
Action
Write
- Document ID
  Required
- Document Date
  Required
- Document Due Date
  Required
- Reference
- Observations
- Retention
- Tax Exemption
- Sequence ID
- Manual Sequence Number
- Clients Name
  Required
- Client's Code
  Required
- Client's Email
- Client's Address
- Client's City
- Client's Postal Code
- Client's Country
- Client's Fiscal ID
- Client's Website
- Client's Phone
- Client's Fax Number
- Client's Observations
- Item's Name
  Required
- Items Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Unit
- Discount
- Tax Name
- MB Reference
- Owner Invoice ID
- Tax Exemption Reason
- Currency Code
- Rate
Action
Write
- Document ID
  Required
- Document Date
  Required
- Document Due Date
  Required
- Reference
- Observations
- Retention
- Tax Exemption
- Sequence ID
- Manual Sequence Number
- Clients Name
  Required
- Client's Code
  Required
- Client's Email
- Client's Address
- Client's City
- Client's Postal Code
- Client's Country
- Client's Fiscal ID
- Client's Website
- Client's Phone
- Client's Fax Number
- Client's Observations
- Item's Name
  Required
- Items Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Unit
- Discount
- Tax Name
- MB Reference
- Owner Invoice ID
- Tax Exemption Reason
- Currency Code
- Rate
Action
Write
- Invoice ID
  Required
Action
Search

- 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
- Document ID
  Required
- Cancel Message
  Required
Action
Write
- Document Date
  Required
- Document Due Date
  Required
- Reference
- Observations
- Retention
- Tax Exemption
- Sequence ID
- Manual Sequence Number
- Clients Name
  Required
- Client's Code
  Required
- Client's Email
- Client's Address
- Client's City
- Client's Postal Code
- Client's Country
- Client's Fiscal ID
- Client's Website
- Client's Phone
- Client's Fax Number
- Client's Observations
- Item's Name
  Required
- Items Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Unit
- Discount
- Tax Name
- MB Reference
- Owner Invoice ID
- Tax Exemption Reason
- Currency Code
- Rate
Action
Write
- Document Date
  Required
- Document Due Date
  Required
- Reference
- Observations
- Retention
- Tax Exemption
- Sequence ID
- Manual Sequence Number
- Clients Name
  Required
- Client's Code
  Required
- Client's Email
- Client's Address
- Client's City
- Client's Postal Code
- Client's Country
- Client's Fiscal ID
- Client's Website
- Client's Phone
- Client's Fax Number
- Client's Observations
- Item's Name
  Required
- Items Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Unit
- Discount
- Tax Name
- MB Reference
- Owner Invoice ID
- Tax Exemption Reason
- Currency Code
- Rate
Action
Write
- Draft Document ID
  Required
Action
Write
- Document ID
  Required
Action
Write
- Document ID
  Required
Action
Write
- Document ID
  Required
Action
Write
- Invoice ID
  Required
- Client Email
  Required
- Subject
- Body
- CC
- BCC
Action
Write
- Document ID
  Required
- Document Date
  Required
- Document Due Date
  Required
- Reference
- Observations
- Retention
- Tax Exemption
- Sequence ID
- Manual Sequence Number
- Clients Name
  Required
- Client's Code
  Required
- Client's Email
- Client's Address
- Client's City
- Client's Postal Code
- Client's Country
- Client's Fiscal ID
- Client's Website
- Client's Phone
- Client's Fax Number
- Client's Observations
- Item's Name
  Required
- Items Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Unit
- Discount
- Tax Name
- MB Reference
- Owner Invoice ID
- Tax Exemption Reason
- Currency Code
- Rate
Action
Write
- Client ID
  Required
Action
Search

About ClickUp

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

Learn moreLearn moreHelpHelp

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About InvoiceXpress

InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.

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