ClickUp + Wave

Create ClickUp attachments for new Wave invoices

Effortlessly manage your finances with this seamless workflow between Wave and ClickUp. When a new invoice is created in Wave, this automation adds the invoice as an attachment in ClickUp, helping you keep track all your financial documents in one place. Streamline your financial management process and stay organized with this simple integration.

Effortlessly manage your finances with this seamless workflow between Wave and ClickUp. When a new invoice is created in Wave, this automation adds the invoice as an attachment in ClickUp, helping you keep track all your financial documents in one place. Streamline your financial management process and stay organized with this simple integration.

  1. When this happens...
    WaveWave
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Post Attachment

    Post an attachment to a task.

    ActionWrite
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Supported triggers and actions

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write
    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write
    • BusinessRequired

    • NameRequired

    Action
    Search
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

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  • Project Management

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wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn more

Related categories

  • Accounting

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