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ClickUp + Rillet
ClickUp + Rillet
Create ClickUp tasks for new Rillet invoices
Don't let new invoices get lost in the shuffle. This automation creates a task in ClickUp each time a new invoice is generated in Rillet, making it easy to assign owners, set due dates, and track follow-up work—all without toggling between your finance and project management tools.
- When this happens...
New InvoiceTriggers when a new invoice is created in Rillet.TriggerPolling - automatically do this!
Create TaskCreates a new task.ActionWrite
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More things you can do with Rillet and ClickUp
Discover other triggers and actions you can use with Rillet and ClickUp
- New Vendor
Triggers when a new vendor is created in Rillet.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - CustomerRequired
- Subsidiary
- Contract Name
- Start Date
- Close dateRequired
- Invoicing intervalRequired
- Invoicing day of monthRequired
- Payment terms (net days)Required
- Include usage & minimum commitment invoicing config
- ProductRequired
- QuantityRequired
- Price typeRequired
- Price amountRequired
- Price currencyRequired
- Price interval (months)Required
- Revenue patternRequired
- Tax rate typeRequired
- Tax countryRequired
- Tax descriptionRequired
- Tax percentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Bank AccountRequired
- Subsidiary
- Invoice dateRequired
- Due date
- DescriptionRequired
- ProductRequired
- QuantityRequired
- Amount per unitRequired
- CurrencyRequired
- Tax rate typeRequired
- Tax countryRequired
- Tax descriptionRequired
- Tax percentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Posting DateRequired
- CurrencyRequired
- Subsidiary
- Book
- Reversal Date
- Attachment URL
- Related_entity_copy
- Related Customer
- Related Vendor
- Exchange_rate_copy
- Exchange Rate Base Currency
- Exchange Rate Target Currency
- Exchange Rate
- Exchange Rate Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContractRequired
- Contract Name
- Status
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- CustomerRequired
- Bank AccountRequired
- Subsidiary
- Invoice dateRequired
- Due date
- Status
- DescriptionRequired
- ProductRequired
- QuantityRequired
- Amount per unitRequired
- CurrencyRequired
- Tax rate typeRequired
- Tax countryRequired
- Tax descriptionRequired
- Tax percentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Email
- Subsidiary
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 app - Find 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 app - Check_plan_bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app
- VendorRequired
- Subsidiary
- Issue DateRequired
- Due DateRequired
- Expense NumberRequired
- AccountRequired
- Description
- AmountRequired
- CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email
- Street Address
- City
- State or Province
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- AmountRequired
- CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Price Amount
- Price Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contract Item IDRequired
- QuantityRequired
- Timestamp
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Name
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer
- Status
- Subsidiary
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
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 app - Find Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Document nameRequired
- Name match condition
- Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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