ClickUp + Wave

Create sales records in Wave from new lists in ClickUp

Effortlessly manage your business transactions with this streamlined workflow between ClickUp and Wave. When you create a new list in ClickUp, it instantly records a sale in Wave, allowing you to easily monitor your revenue sources and maintain accurate financial records. Boost your productivity and simplify your record-keeping process with this efficient automation.

When this happens...
New List
Triggers when new lists are created.
TriggerInstant
automatically do this!
Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- BusinessRequired
Trigger
Scheduled
Try It
- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- BusinessRequired
- NameRequired
Action
Search

- 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
- BusinessRequired
Trigger
Scheduled
Try It
- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- BusinessRequired
- NameRequired
- Description
- PriceRequired
Action
Write
- BusinessRequired
- EmailRequired
Action
Search
- BusinessRequired
- EmailRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

About ClickUp

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

Help

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Project Management

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About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Learn more Help

Related categories

Accounting

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PRODUCTS

CAPABILITIES

By team

ClickUp + Wave

Create sales records in Wave from new lists in ClickUp

New Folder

New Task

WorkspaceRequired

New Checklist

WorkspaceRequired

Checklist NameRequired

Checklist ItemRequired

Create List

WorkspaceRequired

List NameRequired

Time Tracked

WorkspaceRequired

StartRequired

EndRequired

Create Subtask

WorkspaceRequired

Task NameRequired

Task Description

Assignee Emails

Priority

Due Date

Start Date

Update Task

WorkspaceRequired

Find Task by Custom Fields

Find User by Name or Email

WorkspaceRequired

FieldRequired

ValueRequired

New Invoice

BusinessRequired

Create Invoice

BusinessRequired

CustomerRequired

Item Description

Item Price

Item ProductRequired

Item Quantity

Item Taxes

Invoice Currency

Invoice Date

Invoice Number

Invoice Title

Status

Subhead

Footer

Additional Notes

SO or PO Number

Due Date

Exchange Rate

Disable Credit Card Payments?

Amount Title

Item Title

Price Title

Quantity Title

Hide Amount?

Hide Description?

Hide Item?

Hide Price?

Hide Quantity?

Record Sale

BusinessRequired

Sale DateRequired

DescriptionRequired

Number FormatRequired

Sale AmountRequired

Sales Tax Abbreviation

Sales Tax Amount

Payment Processing Fee Amount

Notes

Created At

External ID

Find Sold Product or Service

BusinessRequired

NameRequired