Triggers when a new purchase order is created or enters a status for the first time.

Triggers when a payment is reconciled for the first time.

Triggers when a Sales Invoice is updated.

Adds line items to an existing sales invoice.

Creates or updates one or more stock items.

Creates a new Spend/Receive Money bank transaction.

Creates a new contact or updates a contact if a contact already exists.

Creates a new quote draft.

Deletes a credit note allocation on an invoice.

Creates an employee in Xero. (Exclusively for Australian Instances)

Creates a new bill (Accounts Payable).

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Updates an existing employee in Xero. (Exclusively for Australian Instances)

Updates an existing quote.

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Finds a contact by name or account number.

Finds an employee based on email.

Finds a Purchase Order

Returns a list of History Records for a given Invoice ID.

Finds an item by name or code.

Finds or creates a specific contact.

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.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a quote is created or updated.

Add a note which will appear in the invoice history.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new account.

Creates a new credit note for a contact.

Send Sales Invoice by Email

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a template that generates regular invoices.

Updates an existing Purchase Order.

Updates existing sales invoice (Accounts Receivable).

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

Finds a credit note by number or reference and retrieves its PDF.

Find a specific invoice using its unique Invoice ID.

Finds quotes, optionally filtered by contact, quote number, or status.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.

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.