Xero + ClickUp Integrations

How to connect Xero + ClickUp

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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
New Bill
Triggers when you add a new bill. (Accounts Payable)
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Payment
Triggers when you receive a new payment.
Trigger
Scheduled
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
Trigger
Scheduled
New Quote
Triggers when a new quote is created.
Trigger
Scheduled
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable)
Trigger
Scheduled
Xero
Adds line items to an existing sales invoice.
Scheduled
Action
Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
Xero
Transfers money between two bank accounts.
Scheduled
Action
Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
Xero
Creates a new quote draft.
Scheduled
Action
Xero
Creates a new credit note for a contact.
Scheduled
Action
Xero
Sends an invoice via email.
Scheduled
Action
Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
Xero
Applies a payment to an invoice.
Scheduled
Action
Xero
Creates a new purchase order for a contact.
Scheduled
Action
Xero
Finds a contact by name or account number.
Scheduled
Action
Xero
Finds an invoice by number or reference.
Scheduled
Action
Xero
Finds or creates a specific contact.
Scheduled
Action
ClickUp
Triggers when new folders are created.
Instant
Trigger
ClickUp
Triggers when new lists are created.
Instant
Trigger
ClickUp
Triggers when tasks are added.
Instant
Trigger
ClickUp
Triggers when a task changes.
Instant
Trigger
ClickUp
Add a checklist to a task
Scheduled
Action
ClickUp
Creates a new folder
Scheduled
Action
ClickUp
Creates a new list
Scheduled
Action
ClickUp
Post a comment to a task
Scheduled
Action
ClickUp
Add time tracked to a task
Scheduled
Action
ClickUp
Post an attachment to a task.
Scheduled
Action
ClickUp
Creates a new subtask
Scheduled
Action
ClickUp
Creates a new task.
Scheduled
Action

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

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.