ClickUp + Moneybird
Create tasks in ClickUp for new sales invoices in Moneybird
Speed up your project management process with this automation. When a new sales invoice appears in Moneybird, a corresponding task will be instantly created in ClickUp. This streamlined workflow saves you time by bringing key financial data straight into your project planning, offering a swift and efficient solution to task creation based on sales.
Speed up your project management process with this automation. When a new sales invoice appears in Moneybird, a corresponding task will be instantly created in ClickUp. This streamlined workflow saves you time by bringing key financial data straight into your project planning, offering a swift and efficient solution to task creation based on sales.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created.
- automatically do this!Create Task
Creates a new task.
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New Contact
Triggers when a new contact is created.
Try ItNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItCompany Name
Address1
Address2
Zipcode
City
Country
Email
Phone
Delivery Method
Customer Id
Tax Number
Firstname
Lastname
Chamber Of Commerce
Send Invoices To Attention
Send Invoices To Email
Send Quotes To Attention
Send Quotes To Email
Import Job
Sepa Active
Sepa Iban
Sepa Iban Account Name
Sepa Bic
Sepa Mandate Id
Sepa Mandate Date
Sepa Sequence Type
Email Ubl
Contact IdRequired
Reference
Quote Date
Remove Quote Sequence Id
Language
Currency
Prices Are Incl Tax
Show Tax
First Due Interval
Pre Text
Post Text
Discount
Description
Period
Price
Amount
Tax Rate Id
Ledger Account Id
Row Order
New Quote
Triggers when a new quote is created.
Try ItDocument idRequired
File urlRequired
ReferenceRequired
DateRequired
Contact IdRequired
Contact IdRequired
Reference
Invoice Sequence Id
Remove Invoice Sequence Id
Invoice Date
First Due Interval
Currency
Prices Are Incl Tax
Payment Conditions
Discount
Description
Period
Price
Amount
Tax Rate Id
Ledger Account Id
Row Order
