ClickUp + Xero

Create tasks in ClickUp for new payments in Xero

Improve your productivity and stay organized with this efficient workflow between Xero and ClickUp. Each time a new payment is made in Xero, a task will be created in ClickUp. This way you can keep track of your financial operations with ease and focus more on your core business operations. It's an effortless method to monitor payments and tasks without having to switch between apps.

Improve your productivity and stay organized with this efficient workflow between Xero and ClickUp. Each time a new payment is made in Xero, a task will be created in ClickUp. This way you can keep track of your financial operations with ease and focus more on your core business operations. It's an effortless method to monitor payments and tasks without having to switch between apps.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new 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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