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ClickUp + Xero

Update ClickUp tasks when new payments are processed in Xero

Boost your team's financial task management with this seamless workflow between Xero and ClickUp. Every time a new payment is recorded in Xero, this automation will update an existing task in ClickUp, so your team stays informed and organized. Keep your finances on track and your projects up to date without any manual effort.

Boost your team's financial task management with this seamless workflow between Xero and ClickUp. Every time a new payment is recorded in Xero, this automation will update an existing task in ClickUp, so your team stays informed and organized. Keep your finances on track and your projects up to date without any manual effort.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Update Task

    Updates an existing 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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