Create tasks in ClickUp when new quotes are added in Xero
Efficiently manage your sales process with this automation that connects Xero and ClickUp. When a new quote is created in Xero, a task will be updated in ClickUp, keeping your team informed and on track. Stay organized and never miss a beat, ensuring a seamless workflow between your accounting and project management tools.
Efficiently manage your sales process with this automation that connects Xero and ClickUp. When a new quote is created in Xero, a task will be updated in ClickUp, keeping your team informed and on track. Stay organized and never miss a beat, ensuring a seamless workflow between your accounting and project management tools.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Update Task
Updates an existing task.
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