ClickUp + InvoiceXpress
Create invoice-receipts in InvoiceXpress when tasks change in ClickUp
Achieve more efficiency in your workflow with this automation. When task updates occur in your ClickUp, it instantly generates a new invoice receipt in InvoiceXpress. It's a convenient solution that eliminates manual data entry, ensuring that your financial records stay accurate, up-to-date, and consistent with your task management activities.
Achieve more efficiency in your workflow with this automation. When task updates occur in your ClickUp, it instantly generates a new invoice receipt in InvoiceXpress. It's a convenient solution that eliminates manual data entry, ensuring that your financial records stay accurate, up-to-date, and consistent with your task management activities.
- When this happens...
Task ChangesTriggers when a task changes.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Invoice-ReceiptCreates a new invoice-receipt
ActionWriteCreate a new record or update an existing record in your app.
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Task
Include subtask?
Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document name (title)
Subtitle
Markdown Content
Content
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IDRequired
Cancel MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Cancel MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document DateRequired
Document Due DateRequired
Reference
Observations
Retention
Tax Exemption
Sequence ID
Manual Sequence Number
Clients NameRequired
Client's CodeRequired
Client's Email
Client's Address
Client's City
Client's Postal Code
Client's Country
Client's Fiscal ID
Client's Website
Client's Phone
Client's Fax Number
Client's Observations
Item's NameRequired
Items DescriptionRequired
Unit PriceRequired
QuantityRequired
Unit
Discount
Tax Name
MB Reference
Owner Invoice ID
Tax Exemption Reason
Currency Code
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Second Copy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Document DateRequired
Document Due DateRequired
Reference
Observations
Retention
Tax Exemption
Sequence ID
Manual Sequence Number
Clients NameRequired
Client's CodeRequired
Client's Email
Client's Address
Client's City
Client's Postal Code
Client's Country
Client's Fiscal ID
Client's Website
Client's Phone
Client's Fax Number
Client's Observations
Item's NameRequired
Items DescriptionRequired
Unit PriceRequired
QuantityRequired
Unit
Discount
Tax Name
MB Reference
Owner Invoice ID
Tax Exemption Reason
Currency Code
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Document DateRequired
Document Due DateRequired
Reference
Observations
Retention
Tax Exemption
Sequence ID
Manual Sequence Number
Clients NameRequired
Client's CodeRequired
Client's Email
Client's Address
Client's City
Client's Postal Code
Client's Country
Client's Fiscal ID
Client's Website
Client's Phone
Client's Fax Number
Client's Observations
Item's NameRequired
Items DescriptionRequired
Unit PriceRequired
QuantityRequired
Unit
Discount
Tax Name
MB Reference
Owner Invoice ID
Tax Exemption Reason
Currency Code
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Thread
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Name
Content
Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Subtitle
DocumentRequired
PageRequired
Content
Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IDRequired
Cancel MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document DateRequired
Document Due DateRequired
Reference
Observations
Retention
Tax Exemption
Sequence ID
Manual Sequence Number
Clients NameRequired
Client's CodeRequired
Client's Email
Client's Address
Client's City
Client's Postal Code
Client's Country
Client's Fiscal ID
Client's Website
Client's Phone
Client's Fax Number
Client's Observations
Item's NameRequired
Items DescriptionRequired
Unit PriceRequired
QuantityRequired
Unit
Discount
Tax Name
MB Reference
Owner Invoice ID
Tax Exemption Reason
Currency Code
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document DateRequired
Document Due DateRequired
Reference
Observations
Retention
Tax Exemption
Sequence ID
Manual Sequence Number
Clients NameRequired
Client's CodeRequired
Client's Email
Client's Address
Client's City
Client's Postal Code
Client's Country
Client's Fiscal ID
Client's Website
Client's Phone
Client's Fax Number
Client's Observations
Item's NameRequired
Items DescriptionRequired
Unit PriceRequired
QuantityRequired
Unit
Discount
Tax Name
MB Reference
Owner Invoice ID
Tax Exemption Reason
Currency Code
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Client EmailRequired
Subject
Body
CC
BCC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Document DateRequired
Document Due DateRequired
Reference
Observations
Retention
Tax Exemption
Sequence ID
Manual Sequence Number
Clients NameRequired
Client's CodeRequired
Client's Email
Client's Address
Client's City
Client's Postal Code
Client's Country
Client's Fiscal ID
Client's Website
Client's Phone
Client's Fax Number
Client's Observations
Item's NameRequired
Items DescriptionRequired
Unit PriceRequired
QuantityRequired
Unit
Discount
Tax Name
MB Reference
Owner Invoice ID
Tax Exemption Reason
Currency Code
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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