ClickUp + Zoho Inventory
Create tasks in ClickUp for new invoices in Zoho Inventory
Easily manage tasks for newly created invoices in Zoho Inventory by setting up a workflow that creates a corresponding task in ClickUp. With this automation, whenever a new invoice is generated in Zoho Inventory, a task will be created in ClickUp with the relevant details. Stay organized and on top of your financial matters with this seamless connection between Zoho Inventory and ClickUp.
Easily manage tasks for newly created invoices in Zoho Inventory by setting up a workflow that creates a corresponding task in ClickUp. With this automation, whenever a new invoice is generated in Zoho Inventory, a task will be created in ClickUp with the relevant details. Stay organized and on top of your financial matters with this seamless connection between Zoho Inventory and ClickUp.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Task
Creates a new task.
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Contact NameRequired
Company Name
Contact Type
Salutation
First Name
Last Name
Mobile
Phone
Email
Website
Billing Attention
Billing Address Street 1
Billing Address Street 2
Billing City
Billing State
Billing Zip
Billing Country
Billing Fax
Billing Phone
Shipping Attention
Shipping Address Street 1
Shipping Address Street 2
Shipping City
Shipping State
Shipping Zip
Shipping Country
Shipping Fax
Shipping Phone
Notes
OrganizationRequired
Item NameRequired
SkuRequired
UnitRequired
Item Type
Product Type
RateRequired
Purchase RateRequired
Organization
Try ItOrganization
Try ItOrganization
Customer NameRequired
Contact EmailRequired
Invoice Number
Order Number
Invoice Date
Due Date
Payment Terms
Tax Type
Discount Type
Item NameRequired
QuantityRequired
RateRequired
Description
Tax Rate
Discount
Entity Discount
Shipping Charge
Customer Notes
Terms and Conditions
Organization
Customer NameRequired
Contact EmailRequired
Sales order Number
Reference Number
Sales order Date
Delivery Method
Expected Shipment Date
Payment terms
Tax Type
Discount Type
Item NameRequired
QuantityRequired
RateRequired
Description
Tax Rate
Discount
warehouse
Entity Discount
Shipping Charges
Order StatusRequired
Customer Notes
Terms and Conditions
