Create list in ClickUp when new estimate in QuickBooks Online

“Anytime a new estimate is created in QuickBooks Online that is "accepted" then create a list on clickup, and later a task on the new list of each line of the estimate.”

created by Adviboard AVB

How Zapier works (57 sec)

How Zapier works (57 sec)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 5 steps …

2.5 minutes to set up
Get back 1.2 hrs /week
26 people use this app pairing

This Zap uses the following 4 apps

QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.

More ways to use these popular apps!

Check out all the other ways you can connect QuickBooks Online and Filter by Zapier.