Connect ClickUp and Zoho Invoice
Use ClickUp and Zoho Invoice in the same FlowMattic workflow. Below are the triggers and actions both integrations offer; pick one of each to see how the two connect.
28 triggers 64 actions 1 ready-made template Unlimited runs
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When this happens in ClickUp28 triggers
Do this in Zoho Invoice39 actions
1. TriggerTask Created2. ActionCreate InvoiceWhen ClickUp fires Task Created, FlowMattic runs Create Invoice in Zoho Invoice with the data from that event.
You build this in the FlowMattic workflow builder on your own site.
Triggers and actions in this pair
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Triggers (28)
- Task CreatedTriggered when a new task is created
- Task UpdatedTriggered when a task is updated
- Task DeletedTriggered when a task is deleted
- Task Priority UpdatedTriggered when the priority of a task is updated
- Task Status UpdatedTriggered when the status of a task is updated
- Task Assignee UpdatedTriggered when an assignee is added or removed from a task
- Task Due Date UpdatedTriggered when the due date of a task is updated
- Task Tag UpdatedTriggered when a tag is added or removed from a task
- Task MovedTriggered when a task is moved to a new List
- Task Comment PostedTriggered when a comment is added to a task
- Task Comment UpdatedTriggered when an existing comment on a task is updated
- Task Time Estimate UpdatedTriggered when the time estimate on a task is added or updated
- Task Time Tracked UpdatedTriggered when the time tracked on a task is added, updated, or deleted
- List CreatedTriggered when a new List is created
- List UpdatedTriggered when an existing List is updated
- List DeletedTriggered when a List is deleted
- Folder CreatedTriggered when a new Folder is created
- Folder UpdatedTriggered when an existing Folder is updated
- Folder DeletedTriggered when a Folder is deleted
- Space CreatedTriggered when a new Space is created
- Space UpdatedTriggered when an existing Space is updated
- Space DeletedTriggered when a Space is deleted
- Goal CreatedTriggered when a new Goal is created
- Goal UpdatedTriggered when an existing Goal is updated
- Goal DeletedTriggered when a Goal is deleted
- Key Result CreatedTriggered when a new Target is created
- Key Result UpdatedTriggered when an existing Target is updated
- Key Result DeletedTriggered when a Target is deleted
Actions (25)
- Create SpaceCreates a new Space
- Create FolderCreates a new folder
- Create ListCreates a new list
- Create TaskCreates a new task
- Create Sub TaskCreates a new sub task
- Post Task CommentPost a new comment on task
- Add Tag to TaskAdds a new tag to task
- Create Space TagCreates a new space tag
- Create ChecklistCreates a new checklist
- Create Checklist ItemCreates a new checklist item
- Create GoalCreates a new Goal
- Update FolderUpdate an existing Folder
- Update ListUpdate an existing Lists
- Delete FolderDelete an existing Folder
- Delete SpaceDelete an existing Space
- Delete ListDelete an existing List
- Delete TaskDelete an existing Task
- Get Task by Task IDGet the task details
- Time TrackedAdd time tracked to task
- Update TaskUpdate an existing task
- Get TasksGet all tasks from a list
- Remove Tag from TaskRemoves a tag from a task
- Add Task DependencyAdd a dependency to a task
- Delete Task DependencyDelete a dependency from a task
- Set Custom Field ValueSet a custom field value on a task
Actions (39)
- Create InvoiceCreates a new invoice
- Update InvoiceUpdates an existing invoice
- Get InvoiceGet a specific invoice by ID
- List InvoicesList all invoices in the organization
- Delete InvoiceDelete an invoice
- Mark Invoice as SentMark a draft invoice as sent
- Void InvoiceVoid a sent invoice
- Email InvoiceEmail an invoice to the customer
- Add Item to InvoiceAppend a line item to an existing invoice
- Create CustomerCreates a new customer
- Update CustomerUpdates an existing customer
- Get CustomerGet a specific customer by ID
- List CustomersList all customers
- Delete CustomerDelete a customer
- Create ItemCreates a new item
- Update ItemUpdates an existing item
- Get ItemGet a specific item by ID
- List ItemsList all items
- Delete ItemDelete an item. Items linked to transactions cannot be deleted
- Create EstimateCreates a new estimate
- Update EstimateUpdates an existing estimate
- Get EstimateGet a specific estimate by ID
- List EstimatesList all estimates
- Send EstimateEmail an estimate to the customer
- Add Item to EstimateAppend a line item to an existing estimate
- Delete EstimateDelete a draft or declined estimate
- Create Recurring InvoiceCreates a recurring invoice template
- Stop Recurring InvoiceStop a recurring invoice schedule
- Resume Recurring InvoiceResume a stopped recurring invoice
- Record Customer PaymentRecord a payment against one or more invoices
- List PaymentsList all customer payments
- Create Credit NoteCreates a credit note linked to an invoice
- Email Credit NoteEmail a credit note to the customer
- Void Credit NoteVoid an open credit note
- Refund Credit NoteRecord a refund against a credit note
- Create ExpenseRecords a new expense
- Create ProjectCreates a new project
- List ProjectsList all projects
- Get Record by IDFetch any record by ID and module slug
ClickUp with other apps
ClickUp and Slack28 shared templates
ClickUp and Fluent Forms18 shared templates
ClickUp and AI Agents11 shared templates
ClickUp and Google Sheets6 shared templates
ClickUp and Discord5 shared templates
ClickUp and FluentCRM4 shared templates
ClickUp and Google Drive4 shared templates
ClickUp and Facebook Lead Ads3 shared templatesZoho Invoice with other apps
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ClickUp integration 1.1.1, Zoho Invoice integration 1.0.0.