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ClickUp + Xero

Create sales invoices in Xero for new ClickUp folders

Effortlessly manage your sales workflow between ClickUp and Xero with this automation. When you create a new folder in ClickUp, a sales invoice will be generated in Xero, streamlining your invoicing process and saving you time. Keep your projects organized and your finances up-to-date with this seamless integration.

Effortlessly manage your sales workflow between ClickUp and Xero with this automation. When you create a new folder in ClickUp, a sales invoice will be generated in Xero, streamlining your invoicing process and saving you time. Keep your projects organized and your finances up-to-date with this seamless integration.

  1. When this happens...
    ClickUpClickUp
    New Folder

    Triggers when new folders are created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Checklist NameRequired

    • Checklist ItemRequired

    Action
    Write
    • WorkspaceRequired

    • List NameRequired

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Folder NameRequired

    Action
    Write
    • WorkspaceRequired

    • CommentRequired

    Action
    Write
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About ClickUp

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

  • Project Management

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