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Choose a trigger
A trigger is the event that starts your Zap—like a "Delete Client" from Billed.
Add your action
An action happens after the trigger—such as "Archive or Delete Task" in ClickUp.
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Zapier seamlessly connects Billed and ClickUp, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Delete Client
Triggers when a client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Expense
Triggers when an expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Item
Triggers when an item is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Project
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Timelog
Triggers when a timelog is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Estimate
Triggers when an estimate is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Invoice
Triggers when an invoice is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Payment
Triggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Task
Triggers when a task is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when an expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when an invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timelog IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Discount IDRequired
- Discount AmountRequired
- Tax TypeRequired
- Tax AmountRequired
- Tax LabelRequired
- Tax Prices IncludedRequired
- ClientRequired
- Total Estimate AmountRequired
- Item Purchase PriceRequired
- Item Selling PriceRequired
- Item QuantityRequired
- Item TitleRequired
- Item TotalsRequired
- Item Discount IdRequired
- Item Discount AmountRequired
- Item Tax IdRequired
- Item Tax AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Discount TypeRequired
- Discount AmountRequired
- Tax TypeRequired
- Tax AmountRequired
- Tax LabelRequired
- Tax Prices IncludedRequired
- ClientRequired
- Item Purchase PriceRequired
- Item Selling PriceRequired
- Item QuantityRequired
- Item TitleRequired
- Item TotalsRequired
- Item Discount IdRequired
- Item Discount AmountRequired
- Item Tax IdRequired
- Item Tax AmountRequired
- Total Invoice Discount
- Total Invoice Tax
- Total Invoice AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment AmountRequired
- InvoiceRequired
- Payment MethodRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TitleRequired
- ProjectRequired
- Task Priority
- Estimate Budget
- Estimate TIme
- Task notes
- Mark Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timelog IDRequired
- End TimestampRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Template ID
- Discount Type
- Discount Amount
- Tax Type
- Tax Amount
- Tax Label
- Tax Prices Included
- Client
- Total Estimate Amount
- Item Purchase Price
- Item Selling Price
- Item Quantity
- Item Title
- Item Totals
- Item Discount Id
- Item Discount Amount
- Item Tax Id
- Item Tax Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
- Template ID
- Discount Type
- Discount Amount
- Tax Type
- Tax Amount
- Tax Label
- Tax Prices Included
- Client
- Total Invoice Discount
- Total Invoice Tax
- Invoice Total Amount
- Item Purchase Price
- Item Unit Cost
- Item Quantity
- Item Title
- Item Total
- Item Discount ID
- Item Discount Amount
- Item Tax ID
- Item Tax Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Payment Amount
- Invoice
- Payment Method
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task Title
- Task Priority
- Estimate Budget
- Estimate Time
- Task notes
- Mark Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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
- Delete Estimate
Triggers when an estimate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Invoice
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Payment
Triggers when a payment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Task
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Client
Triggers when a client is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Expense
Triggers when an expense is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Item
Triggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Project
Triggers when a project is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Edit Timelog
Triggers when a timelog is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when an estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Category
Triggers when a expense category is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Item
Triggers when a new item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Timelog
Triggers when a timelog is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment IDRequired
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.- Client NameRequired
- Phone
- Mobile
- Fax Address
- Email Address
- Address Line
- Address Line
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Merchant DetailsRequired
- Image Attachment
- Billable to client
- Total ExpenseRequired
- CategoryRequired
- Client
- Description
- Expense TimestampRequired
- Grand TotalsRequired
- Add Markup
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item TitleRequired
- Description
- Selling PriceRequired
- Purchase PriceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project TitleRequired
- Hourly RateRequired
- Is Billable
- Project Client
- Project Notes
- Project Progress EstimateRequired
- Is Task Based EstimateRequired
- Estimate Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Billable
- Description
- ProjectRequired
- TaskRequired
- Start TimestampRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Client Name
- Phone
- Mobile
- Fax Address
- Email Address
- Address Line
- Address Line
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Merchant Details
- Image Attachment
- Billable to client
- Total Expense
- Category
- Client
- Description
- Expense Timestamp
- Grand Total
- Add Markup
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item Title
- Description
- Selling Price
- Purchase Price
- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Title
- Hourly Rate
- Is Billable
- Project Client
- Project Notes
- Project Progress Estimate
- Is Task Based Estimate
- Estimate Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timelog IDRequired
- Billable
- Description
- Start Timestamp
- End Timestamp
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 - WorkspaceRequired
- 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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