ClickUp + Xero

Update ClickUp tasks when new payments are processed in Xero

Boost your team's financial task management with this seamless workflow between Xero and ClickUp. Every time a new payment is recorded in Xero, this automation will update an existing task in ClickUp, so your team stays informed and organized. Keep your finances on track and your projects up to date without any manual effort.

Boost your team's financial task management with this seamless workflow between Xero and ClickUp. Every time a new payment is recorded in Xero, this automation will update an existing task in ClickUp, so your team stays informed and organized. Keep your finances on track and your projects up to date without any manual effort.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Update Task

    Updates an existing task.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
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

Related categories

  • Project Management

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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