Cancel a pending submission, link an actual transaction, mark the order paid, or void it.

Creates a purchase order, optionally with line items.

Finds a contact (vendor, crew, company) by name, company or email. Pair with Create Contact for find-or-create.

Finds purchase orders by number, status, vendor or project.

Fetches the line-item detail of a project budget (account code, name, and per-phase base/fringe/total) — the breakdown behind the topsheet, e.g. for a full budget export to Google Sheets.

Fetches the structured data parsed from an uploaded document — vendor, amount, date and line items — to auto-fill a transaction from a receipt or invoice.

Triggers when a reaction (emoji) is added to a message in a public channel.

Triggers when new folders are created.

Triggers when tasks are added.

Triggers when a reaction (emoji) is added to a message for a task comment.

Triggers when a new Time Entry is added using ClickUp Time tracking.

Add a checklist to a task

Post a message to a specific channel you choose.

Create new page in the specific document

Creates a new custom field

Creates a new list

Add time tracked to a task

Creates a new subtask

Update access to the task

Edit document page

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for documents by location.

Creates a contact (vendor, crew member, company) in the workspace. Pair with Find Contact for find-or-create.

Creates a manual transaction in a project.

Finds a document by project, name or status.

Finds transactions (actuals) across the workspace (or a single project) by source, type, status, contact, budget line, date range, amount range or free text.

Fetches a project budget topsheet: engine-computed totals (base, fringe, total) per phase — e.g. for a scheduled sync of actuals and estimates into Google Sheets.

Triggers when a new message is posted to a specific channel you choose.

Triggers when a new Comment is added to a Task in ClickUp.

Triggers when new lists are created.

Triggers when an attachment is added to a task.

Triggers when a task changes.

Archive or delete ClickUp task

Send a direct message to a user or yourself.

Create new document in the specific location

A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.

Creates a new folder

Post a comment to a task

Post an attachment to a task.

Creates a new task.

Update value of a custom field for a selected task

Updates an existing task.

Find an existing user by their name or their email.