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Zapier makes it easy to integrate ClickUp with Xero - no code necessary. See how you can get setup in minutes.
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ClickUp
ClickUp
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
ClickUp
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects ClickUp and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Organization
Required
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use ClickUp and Xero with AI agents and code
Beyond Zap workflows. Call ClickUp and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ClickUp and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive or Delete Task
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use ClickUp and Xero
Track new tasks as bills.
When a new task is created in ClickUp, Zapier can automatically create a draft bill in Xero. This setup ensures that every assigned task related to projects that incur costs is reflected in your financial records, reducing the chances of missed billing opportunities.
When a marketing campaign invoice is issued via Xero, Zapier will create a task in ClickUp. This alignment keeps your team updated on what payments are tied to ongoing or future tasks, ensuring seamless campaign management and improved visibility for financial tracking.
When a new expense claim receipt is added to Xero, Zapier can generate a task in ClickUp. This helps project managers track expenses and ensures that approvals or follow-ups are not delayed, streamlining overall expense management and accountability.
Level up your ClickUp to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about ClickUp + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Xero
How do I integrate ClickUp with Xero?
To integrate ClickUp with Xero, we use automated workflows called Zaps. You will need a Zapier account to set up these Zaps. Identify the trigger event in ClickUp, such as a task status update, and an action event in Xero, like creating an invoice. Once set up, Zapier will automatically carry out the specified action whenever the trigger event occurs.
Can I trigger an action in Xero when a task is completed in ClickUp?
Yes, you can create a Zap where completing a task in ClickUp serves as the trigger. This can then initiate actions such as creating or updating an invoice or bill in Xero.
What information can be transferred between ClickUp and Xero?
Information such as task details from ClickUp can be used to create invoices or bills in Xero. You can map fields like task name, description, due date, and more from ClickUp to corresponding fields in Xero.
Do I need both ClickUp and Xero accounts to setup the integration?
Yes, active accounts on both platforms are required for the integration to work. You'll also need a Zapier account through which to link ClickUp with Xero.
Is it possible to automate sending invoices from Xero using tasks from ClickUp?
Certainly! By setting up a Zap that triggers on specific task activities—like when a task reaches completion—you can automate invoicing processes directly within your connected systems.
Can more than one trigger-action setup be created between ClickUp and Xero?
Absolutely. You can create multiple Zaps for different workflows. For example: one workflow may involve updating invoices when tasks are completed while another might focus on generating new invoices from specific project completions.
Does the integration support bidirectional data flow between ClickUp and Xero?
Currently, our integrations primarily allow for unidirectional workflows where events in ClickUp trigger actions within Xero. Each workflow must have clearly defined starting points and endpoints within these platforms.
About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
