ClickUp + Xero

Create tasks in ClickUp when new quotes are added in Xero

Efficiently manage your sales process with this automation that connects Xero and ClickUp. When a new quote is created in Xero, a task will be updated in ClickUp, keeping your team informed and on track. Stay organized and never miss a beat, ensuring a seamless workflow between your accounting and project management tools.

Efficiently manage your sales process with this automation that connects Xero and ClickUp. When a new quote is created in Xero, a task will be updated in ClickUp, keeping your team informed and on track. Stay organized and never miss a beat, ensuring a seamless workflow between your accounting and project management tools.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    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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