Xero + ClickUp Integrations

How to connect Xero + ClickUp

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Create ClickUp tasks for new Xero expense claim receipts

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Create sales invoices in Xero for new ClickUp folders

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Create sales invoices in Xero for new ClickUp lists

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Create and send Xero sales invoices by email for new ClickUp tasks

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Update Xero contacts when ClickUp tasks change

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Create bills in Xero for new folders in ClickUp

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Create ClickUp tasks for new Xero expense claim receipts

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Try it

Create sales invoices in Xero for new ClickUp folders

Premium

Details

Try it

Create sales invoices in Xero for new ClickUp lists

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Create and send Xero sales invoices by email for new ClickUp tasks

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Update Xero contacts when ClickUp tasks change

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Create bills in Xero for new folders in ClickUp

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Create ClickUp task comments for new Xero quotes
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Xero + ClickUp
Create task comments in ClickUp for new Xero payments
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Xero + ClickUp
Create folders in ClickUp for new sales invoices in Xero
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Xero + ClickUp
Update ClickUp tasks when new payments are processed in Xero
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Xero + ClickUp
Create task comments in ClickUp for new sales invoices in Xero
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Xero + ClickUp
Update ClickUp tasks when new Xero sales invoices are created
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Xero + ClickUp
Create folders in ClickUp for new quotes in Xero
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Xero + ClickUp
Create tasks in ClickUp when new quotes are added in Xero
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Xero + ClickUp
Create tasks in ClickUp for new quotes in Xero
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Xero + ClickUp
Create tasks in ClickUp for new sales invoices in Xero
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ClickUp + Xero
Transform task changes in ClickUp into new bills in Xero
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ClickUp + Xero
Create or update Xero contacts whenever new tasks are added in ClickUp
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ClickUp + Xero

Create ClickUp task comments for new Xero quotes

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Details

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Xero + ClickUp

Create task comments in ClickUp for new Xero payments

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Details

Try it

Xero + ClickUp

Create folders in ClickUp for new sales invoices in Xero

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Details

Try it

Xero + ClickUp

Update ClickUp tasks when new payments are processed in Xero

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Details

Try it

Xero + ClickUp

Create task comments in ClickUp for new sales invoices in Xero

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Details

Try it

Xero + ClickUp

Update ClickUp tasks when new Xero sales invoices are created

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Details

Try it

Xero + ClickUp

Create folders in ClickUp for new quotes in Xero

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Xero + ClickUp

Create tasks in ClickUp when new quotes are added in Xero

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Xero + ClickUp

Create tasks in ClickUp for new quotes in Xero

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Xero + ClickUp

Create tasks in ClickUp for new sales invoices in Xero

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ClickUp + Xero

Transform task changes in ClickUp into new bills in Xero

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ClickUp + Xero

Create or update Xero contacts whenever new tasks are added in ClickUp

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ClickUp + Xero

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Supported triggers and actions

What does this mean?

New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Quote Status
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write

- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- TypeRequired
- ContactRequired
- Date
Action
Write

- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Url
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- Welcome
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Welcome
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search

- Status
Trigger
Scheduled
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- Payment Type
Trigger
Scheduled
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New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
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- InvoiceRequired
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
Action
Write
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Url
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
- Tracking
Action
Write
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ByRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- WorkspaceRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Task by ID
Find an existing task by its ID.
Action
Search

How Xero + ClickUp Integrations Work

Step 1: Authenticate Xero and ClickUp.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Xero + ClickUp

ClickUp Tutorials

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

Similar apps

QuickBooks Online

Accounting

FreeAgent

Accounting

Wave

Accounting

About ClickUp

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

Help

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Todoist

Task Management

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Xero + ClickUp Integrations

How to connect Xero + ClickUp

Create ClickUp tasks for new Xero expense claim receipts

Create sales invoices in Xero for new ClickUp folders

Create sales invoices in Xero for new ClickUp lists

Create and send Xero sales invoices by email for new ClickUp tasks

Update Xero contacts when ClickUp tasks change

Create bills in Xero for new folders in ClickUp

Create ClickUp tasks for new Xero expense claim receipts

Create sales invoices in Xero for new ClickUp folders

Create sales invoices in Xero for new ClickUp lists

Create and send Xero sales invoices by email for new ClickUp tasks

Update Xero contacts when ClickUp tasks change

Create bills in Xero for new folders in ClickUp

Create ClickUp task comments for new Xero quotes

Create task comments in ClickUp for new Xero payments

Create folders in ClickUp for new sales invoices in Xero

Update ClickUp tasks when new payments are processed in Xero

Create task comments in ClickUp for new sales invoices in Xero

Update ClickUp tasks when new Xero sales invoices are created

Create folders in ClickUp for new quotes in Xero

Create tasks in ClickUp when new quotes are added in Xero

Create tasks in ClickUp for new quotes in Xero

Create tasks in ClickUp for new sales invoices in Xero

Transform task changes in ClickUp into new bills in Xero

Create or update Xero contacts whenever new tasks are added in ClickUp

Create ClickUp task comments for new Xero quotes

Create task comments in ClickUp for new Xero payments

Create folders in ClickUp for new sales invoices in Xero

Update ClickUp tasks when new payments are processed in Xero

Create task comments in ClickUp for new sales invoices in Xero

Update ClickUp tasks when new Xero sales invoices are created

Create folders in ClickUp for new quotes in Xero

Create tasks in ClickUp when new quotes are added in Xero

Create tasks in ClickUp for new quotes in Xero

Create tasks in ClickUp for new sales invoices in Xero

Transform task changes in ClickUp into new bills in Xero

Create or update Xero contacts whenever new tasks are added in ClickUp

Connect your apps and automate workflows

New Bank Transaction

New Contact

New Quote

Quote Status

New Sales Invoice

Status

Create Bank Transaction

Transaction TypeRequired

ContactRequired

Bank AccountRequired

Date

Create/Update Contact

Contact NameRequired

Account Number

Primary Person - First Name

Primary Person - Last Name

Primary Person - Email

Phone - Country Code

Phone - Area Code

Phone Number

Fax - Country Code

Fax - Area Code

Fax - Number

Mobile - Country Code

Mobile - Area Code

Mobile - Number

Direct Dial - Country Code

Direct Dial - Area Code

Direct Dial - Number

Address Type Of

Address - Attention

Address - Line 1

Address - Line 2

Address - City/Town

Address - State/Region

Address - Postal/Zip Code

Address - Country

Tax Number

Bank Account Number

Groups

Create Credit Note