ClickUp + Xero

Create new Xero projects from newly added ClickUp tasks

Organize your projects efficiently when new tasks are created in ClickUp. With this seamless workflow, every new task in ClickUp initiates the creation of a new project in Xero, ensuring your finances keep pace with your project milestones. This automation greatly reduces the manual work involved and enhances your project management efficiency.

Organize your projects efficiently when new tasks are created in ClickUp. With this seamless workflow, every new task in ClickUp initiates the creation of a new project in Xero, ensuring your finances keep pace with your project milestones. This automation greatly reduces the manual work involved and enhances your project management efficiency.

  1. When this happens...
    ClickUpClickUp
    New Task

    Triggers when tasks are added.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Project

    Triggers when a new project is created. May not trigger if there are more than 500 projects.

    ActionWrite
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Supported triggers and actions

    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
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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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