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Xero + ClickUp Integrations

How to connect Xero + ClickUp

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  • Create ClickUp task comments for new Xero quotes

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Create task comments in ClickUp for new Xero payments

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Create folders in ClickUp for new sales invoices in Xero

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Update ClickUp tasks when new payments are processed in Xero

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Create task comments in ClickUp for new sales invoices in Xero

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Update ClickUp tasks when new Xero sales invoices are created

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Create folders in ClickUp for new quotes in Xero

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Create tasks in ClickUp when new quotes are added in Xero

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Create tasks in ClickUp for new quotes in Xero

    Premium
    Details
    • Xero logo
    • ClickUp logo
    Xero + ClickUp
  • Create tasks in ClickUp for new sales invoices in Xero

    Premium
    Details
    • ClickUp logo
    • Xero logo
    ClickUp + Xero
  • Transform task changes in ClickUp into new bills in Xero

    Premium
    Details
    • ClickUp logo
    • Xero logo
    ClickUp + Xero
  • Create or update Xero contacts whenever new tasks are added in ClickUp

    Premium
    Details
    • ClickUp logo
    • Xero logo
    ClickUp + Xero

Create ClickUp task comments for new Xero quotes

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Create task comments in ClickUp for new Xero payments

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Create folders in ClickUp for new sales invoices in Xero

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Update ClickUp tasks when new payments are processed in Xero

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Create task comments in ClickUp for new sales invoices in Xero

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Update ClickUp tasks when new Xero sales invoices are created

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Create folders in ClickUp for new quotes in Xero

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Create tasks in ClickUp when new quotes are added in Xero

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Create tasks in ClickUp for new quotes in Xero

Premium
Details
  • Xero logo
  • ClickUp logo
Xero + ClickUp

Create tasks in ClickUp for new sales invoices in Xero

Premium
Details
  • ClickUp logo
  • Xero logo
ClickUp + Xero

Transform task changes in ClickUp into new bills in Xero

Premium
Details
  • ClickUp logo
  • Xero logo
ClickUp + Xero

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

Premium
Details
  • ClickUp logo
  • Xero logo
ClickUp + Xero

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Supported triggers and actions

What does this mean?
  • Xero triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Scheduled
    Try It
    • Quote Status

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
  • Xero triggers, actions, and search

    New Expense Claim Receipt

    Triggers when you add a new draft expense claim receipt.

    Trigger
    Scheduled
    Try It
    • InvoiceRequired

    • Item Code

    • Description

    • QuantityRequired

    • Unit Price

    • Discount %

    • Account

    • Tax Rate

    Action
    Write

How Xero + ClickUp Integrations Work

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

ClickUp Tutorials

xero logo
xero logo

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 moreHelp

Related categories

  • Accounting

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clickup logo
clickup logo

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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