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ClickUp + Xero

Create task comments in ClickUp for new Xero payments

Stay on top of your finances and keep your team informed with this automation. When a new payment is received in Xero, a task comment will be posted in ClickUp, ensuring your team is updated on the payment status. This seamless workflow helps you save time and maintain efficient communication across platforms.

Stay on top of your finances and keep your team informed with this automation. When a new payment is received in Xero, a task comment will be posted in ClickUp, ensuring your team is updated on the payment status. This seamless workflow helps you save time and maintain efficient communication across platforms.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Post a Task Comment

    Post a comment to a task

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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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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