Create ClickUp task comments for new Xero quotes
Stay organized and efficient with this workflow that links Xero and ClickUp. When a new quote is created in Xero, a task comment will be posted in ClickUp, keeping your team informed and allowing for seamless collaboration. Save time and improve communication by connecting your accounting and project management tools with this simple automation.
Stay organized and efficient with this workflow that links Xero and ClickUp. When a new quote is created in Xero, a task comment will be posted in ClickUp, keeping your team informed and allowing for seamless collaboration. Save time and improve communication by connecting your accounting and project management tools with this simple automation.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Post a Task Comment
Post a comment to a task
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