ClickUp + Sage Accounting

Create tasks in ClickUp for new Sage Accounting sales invoices

Stay on top of your finances and streamline your team's productivity with this automation. When a new sales invoice is created in Sage Accounting, a task will be generated in ClickUp, ensuring your team is always aware of the latest financial activities. Save time and improve communication by connecting your accounting and project management tools seamlessly.

When this happens...
New Sales Invoice
Triggers when a new sales invoice is created.
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact Payment
Triggers when a new contact payment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Scheduled
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Scheduled
Try It

Updated Product
Triggers when a product is updated.
Trigger
Scheduled
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Scheduled
Try It

Updated Service
Triggers when a service is updated.
Trigger
Scheduled
Try It
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
- Business NameRequired
- Notes
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Date
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice ReferenceRequired
Action
Search
- Product Code or DescriptionRequired
Action
Search
- Quote Number or ReferenceRequired
Action
Search
- NameRequired
Action
Search
- Invoice ReferenceRequired
Action
Search or write
- Product Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- Quote Number or ReferenceRequired
Action
Search or write
- NameRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Task by ID
Find an existing task by its ID.
Action
Search

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Scheduled
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Scheduled
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Scheduled
Try It
New Service
Triggers when a new service is created.
Trigger
Scheduled
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Scheduled
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Scheduled
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Scheduled
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Scheduled
Try It
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business NameRequired
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- DateRequired
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote Number Prefix
- Quote Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUIDRequired
Action
Search
- Invoice Number or ReferenceRequired
Action
Search
- Service Code or DescriptionRequired
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Search or write
- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or ReferenceRequired
- DateRequired
- Invoice Number Prefix
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Search or write
- Service Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- WorkspaceRequired
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search

About ClickUp

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

Help

Related categories

Project Management

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About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Help

Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

ClickUp + Sage Accounting

Create tasks in ClickUp for new Sage Accounting sales invoices

New Contact Payment

New Customer

New Product

New Sales Quote

New Stock Item

Updated Product

Updated Sales Invoice

Updated Service

Create Contact Payment

Contact ReferenceRequired

Payment ReferenceRequired

Payment DateRequired

Total Payment AmountRequired

Update Customer

Business NameRequired

Notes

Create Product

DescriptionRequired

Item Code

Notes

Active

Create Sales Quote

Create Stock Item

DescriptionRequired

Item Code

Notes

Active

Update Product

Description

Item Code

Notes

Active

Update Sales Invoice

Date

Invoice Number Prefix

Invoice Number

Reference

Notes

Terms And Conditions

Sent

Update Service

Description

Item Code

Notes

Active

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Purchase Invoice

Invoice ReferenceRequired

Find Product

Product Code or DescriptionRequired

Find Sales Quote

Quote Number or ReferenceRequired

Find Stock Item

NameRequired

Find or Create Create Purchase Invoice

Invoice ReferenceRequired

Find or Create Product

Product Code or DescriptionRequired

DescriptionRequired

Item Code

Notes

Active

Find or Create Create Sales Quote

Quote Number or ReferenceRequired

Find or Create Stock Item

NameRequired

DescriptionRequired

Item Code