ClickUp + Zoho Invoice
Create folders in ClickUp for new invoices in Zoho Invoice
When a new invoice is created in Zoho Invoice, this workflow readily sets up a corresponding task in ClickUp. This efficient process ensures that your billing details and project management are neatly synchronized, boosting the accuracy and efficiency of your operations. It serves as a valuable tool for financial management and organization across a range of platforms.
When a new invoice is created in Zoho Invoice, this workflow readily sets up a corresponding task in ClickUp. This efficient process ensures that your billing details and project management are neatly synchronized, boosting the accuracy and efficiency of your operations. It serves as a valuable tool for financial management and organization across a range of platforms.
- When this happens...
New InvoiceTriggers when a new sales invoice is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create FolderTriggers when new folders are created.
ActionWriteCreate a new record or update an existing record in your app.
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Organization
ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
ContactRequired
Salutation
First Name
Last Name
Email
Phone
Mobile
Skype
Designation
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Credit Note Number
Customer NameRequired
Reason
Credit Note DateRequired
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Notes
Terms
Shipping Charge
Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Estimate Number
Customer NameRequired
Estimate Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Estimate Notes
Estimate Terms
Shipping Charge
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Item NameRequired
RateRequired
Item Description
SKU
Unit
Is Taxable
Tax Exemption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
Contact Name
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Contact Person Phone Number
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
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.Organization
Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your appTask
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 app
OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Customer NameRequired
Invoice NumberRequired
Payment ModeRequired
AmountRequired
Description
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Name
Customer ID
Invoice Number
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Payment Gateway
Paypal Payment Method
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Retainer Invoice Number
Customer NameRequired
Retainer Invoice DateRequired
DescriptionRequired
RateRequired
Retainer Invoice Notes
Retainer Invoice Terms
Send Retainer Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer NameRequired
Invoice NumberRequired
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
HSN or SAC
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
ReasonRequired
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appReaction(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 app
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