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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.

Add your action

An action happens after the trigger—such as "Add New Contact" in Moon Invoice.

You’re connected!

Zapier seamlessly connects ClickUp and Moon Invoice, 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.

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
Create Contact
Triggers when a new contact is created.
Trigger
Instant
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Create Estimate
Triggers when new estimate create.
Trigger
Instant
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Create Invoice
Triggers when new invoice create.
Trigger
Instant
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Create Product
Triggers when a new product is created.
Trigger
Instant
Try It
Create Task
Triggers when a new task created.
Trigger
Instant
Try It
- Company Name
  Required
- Status
  Required
Trigger
Instant
Try It
Update Invoice
Triggers when a invoice is updated.
Trigger
Instant
Try It
Update Task
Triggers when a task updated.
Trigger
Instant
Try It
- Company
  Required
- Customer
  Required
- Credit Note Number
- Currency
- Date
- Sub Title
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Total Amount
- Item Note
- Tax
- Item Type
- Task name
- Quantity
- Rate
- Discount
- Amount
- Task Notes
- Tax
- Tax Type
- Terms & Conditions
- Notes
- Sub Total
- Total
Action
Write
- Company
  Required
- Expense No.
- Service Type
  Required
- Vendor
  Required
- Currency Code
- Date
- Expense Amount
- Shipping Cost
- Is Recurring
- Recurring Interval
- Recurring Up to
- Description
- Total Amount
Action
Write
- Company
  Required
- Service Type
  Required
- Invoice Uniqueidentifier
  Required
- Amount
  Required
- Date
  Required
- Type
- Note
Action
Write
- Company
  Required
- Service Type
  Required
- Name
  Required
- Default Project / Customer Rate
- Unit Type
- Default Quantity
- Notes
Action
Write
- Company
  Required
- Service Type
  Required
- Date
- TimeLog
- Note
Action
Write
- Company
  Required
- Uniqueidentifier
  Required
- Company Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Home Phone
- Business Phone
- Reg No.
- Fax
- Tax ID
- Billing Street 1
- Billing Street 2
- Billing Zip
- Billing City
- Billing State
- Billing Country
- Shipping Street 1
- Shipping Street 2
- Shipping Zip
- Shipping City
- State
- Shipping Country
- Currency
- Hourly Rate
- Notes
- Payment Reminder
- Contact Type
- Service Type
Action
Write
- Company
  Required
- Service Type
  Required
- Customer Company Name
  Required
- Invoice No.
  Required
- Currency
- Date
- Due Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Hours
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
- If Invoice is not available then create new one?
Action
Write
- Uniqueidentifier
  Required
- Company
  Required
- Service Type
  Required
- Project Name
  Required
- Customer Company Name
- Default Customer Rate
Action
Write
- Company
  Required
- Number
  Required
Action
Search
- Company
  Required
- Project Name
  Required
Action
Search

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
- Company
  Required
Trigger
Instant
Try It
Create Expense
Triggers when new expense create.
Trigger
Instant
Try It
Create Payment
Triggers when new payment create.
Trigger
Instant
Try It
Create Project
Triggers when a new project created.
Trigger
Instant
Try It
Create TimeLog
Triggers when new timelog create.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Update Product
Triggers when a product is updated.
Trigger
Instant
Try It
- Company
  Required
- Company Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Home Phone
- Business Phone
- Reg No.
- Fax
- Tax ID
- Billing Street 1
- Billing Street 2
- Billing Zip
- Billing City
- Billing State
- Billing Country
- Shipping Street 1
- Shipping Street 2
- Shipping Zip
- Shipping City
- State
- Shipping Country
- Currency
- Hourly Rate
- Notes
- Payment Reminder
- Contact Type
- Service Type
Action
Write
- Company
  Required
- Service Type
  Required
- Customer Company Name
  Required
- Estimate No.
  Required
- Currency
- Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Hours
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
Action
Write
- Company
  Required
- Service Type
  Required
- Customer Company Name
  Required
- Invoice No.
  Required
- Currency
- Date
- Due Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Hours
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
Action
Write
- Company
  Required
- Service Type
  Required
- Product Name
  Required
- Product Logo
- SKU
- HSN
- Unit Type
- Default Quantity
- Buy Price
- Sales Price
- Currency
- Inventory
- Notes
Action
Write
- Company
  Required
- Service Type
  Required
- Project Name
  Required
- Customer Company Name
- Default Customer Rate
Action
Write
- Company
  Required
- Service Type
  Required
- Status
Action
Write
- Company
  Required
- Service Type
  Required
- Customer Company Name
  Required
- Estimate No.
  Required
- Currency
- Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Hours
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
- If estimate is not available then create new one?
Action
Write
- Company
  Required
- Service Type
  Required
- Uniqueidentifier
  Required
- Product Name
  Required
- Product Logo
- SKU
- HSN
- Unit Type
- Default Quantity
- Buy Price
- Sales Price
- Currency
- Inventory
- Notes
Action
Write
- Company
  Required
- Email
- Company Name
Action
Search
- Company
  Required
- Product Name
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect ClickUp and Moon Invoice to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ClickUp on the Zapier blog

Make work flow with AI

Level up your ClickUp to Moon Invoice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

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About Moon Invoice

Moon Invoice is invoicing app providing invoice functionality to users.

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Proposal & Invoice Management

Connect ClickUp and Moon Invoice to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect ClickUp and Moon Invoice to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Make work flow with AI

Connect ClickUp to Moon Invoice on the world's largest no-code automation platform