Connect ClickUp and QuickBooks integrations
Integrate ClickUp and QuickBooks with Make to automate your workflow, eliminate manual data entry, and improve your business efficiency.
Triggers when a specific folder event happens.
Triggers when a specific list event happens.
Triggers when a specific space event happens.
Triggers when a task or subtask is created or updated.
Triggers when a specific task or subtask event happens.
Creates a bill.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a journal entry.
Creates an account.
Creates an estimate.
Creates an invoice.
Creates an item.
Creates a payment.
Creates a purchase.
Creates a purchase order.
Creates a refund receipt.
Creates a sales receipt.
Creates a note.
Creates a time activity.
Creates a vendor.
Deletes a bill.
Deletes a credit memo.
Deletes a deposit.
Deletes a journal entry.
Deletes an attachment.
Deletes an estimate.
Removes an invoice.
Deletes a payment.
Deletes a purchase.
Deletes a purchase order.
Deletes a refund receipt.
Deletes a sales receipt.
Deletes a time activity.
Downloads a file.
Downloads an estimate.
Downloads an invoice.
Downloads a payment.
Downloads a sales receipt.
Returns info about a bill.
Returns info about a credit memo.
Returns info about a customer.
Returns info about a deposit.
Returns info about a journal entry.
Returns info about an account.
Returns info about an estimate.
Returns info about an invoice.
Returns info about an item.
Returns info about a payment.
Returns info about a purchase.
Returns details about a purchase order.
Returns info about a refund receipt.
Returns details about a sales receipt.
Returns info about an activity.
Returns info about a vendor.
Returns info about a company.
Performs an arbitrary authorized API call.
Sends an estimate.
Sends an invoice.
Sends a sales receipt.
Updates a bill.
Updates a credit memo.
Updates a customer.
Updates a deposit.
Updates a journal entry.
Updates an account.
Updates an estimate.
Updates an invoice.
Updates an item.
Updates a payment.
Updates a purchase.
Updates a purchase order.
Updates a refund receipt.
Updates a sales receipt.
Updates a time activity.
Updates a vendor.
Uploads a file.
Searches for accounts.
Searches for attachments.
Searches for bills.
Searches for credit memos.
Searches for customers.
Searches for deposits.
Searches for estimates.
Searches for invoices.
Searches for items.
Searches for journal entries.
Searches for payments.
Searches for a purchase order.
Searches for purchases.
Searches for refund receipts.
Searches for sales receipts.
Searches for time activities.
Searches for vendors.
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Build your ClickUp and QuickBooks integrations.
Integrate ClickUp and QuickBooks with Make to improve your business operations by automating tasks and reducing manual data input. When tasks are completed in ClickUp, use this as a trigger to automatically generate invoices in QuickBooks. Make's intuitive interface allows you to set up these integrations with ease, optimizing workflows and increasing efficiency.
Adds tag to a task.
Adds time tracked to a task.
Adds a dependency to a task.
Creates a bill.
Adds new checklist to a specific task.
Creates an item in a checklist.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Popular ClickUp and QuickBooks workflows.
Create and assign meeting tasks from MeetGeek to ClickUp based on project context
Automatically detect tasks discussed during meetings using OpenAI, assign them to the right team members, and organize them in the correct ClickUp project and folder. This Make template connects meeting tools (like MeetGeek or any webhook-compatible source) with OpenAI to extract task details, assignees, and due dates from meeting transcripts. The AI identifies who’s responsible for each task using participant emails or defaults to the meeting host. It also determines which project and list in ClickUp the task belongs to based on meeting context and folder IDs. If assignee or folder information is unclear, fallback logic ensures tasks still get created and can be reassigned later. This allows teams to save time, reduce manual entry, and keep ClickUp project spaces automatically updated after every meeting. 🔧 Apps used: MeetGeek (or webhook input), OpenAI, ClickUp 📦 Features: dynamic task creation, assignee mapping, fallback logic, project/folder routing This template was created by MeetGeek. Questions? Reach us at [email protected].
TRY IT ->Create a task in ClickUp from a Plumsail form submission
Automatically create a task in ClickUp from new Plumsail form submissions. The task is populated with the submission data.
TRY IT ->Create ClickUp tasks from new Google Sheets spreadsheet rows
Automatically create new tasks in ClickUp every time there is a new row in Google Sheets. Use this [example spreadsheet](https://bit.ly/2JqTH7q) for a quick and simple setup.
TRY IT ->Create ClickUp tasks from new emails in Gmail
Automatically create new tasks in ClickUp every time you receive a new Gmail email.
TRY IT ->Add tasks to ClickUp and log them in Google Sheets with a custom webhook
Streamline task management by adding tasks to ClickUp and logging them in Google Sheets via a custom webhook. Automate task tracking and updates effortlessly.
TRY IT ->Create and manage ClickUp tasks with custom fields using a webhook integration
Easily manage ClickUp tasks with custom fields using a webhook. Trigger task creation, retrieval, and editing in ClickUp through a custom webhook integration.
TRY IT ->Update a ClickUp task based on a Google Sheets cell value
Streamline your task management process by automatically updating tasks in ClickUp based on data from Google Sheets. With this template, every time you retrieve a specific cell value from Google Sheets, Make will seamlessly edit the corresponding task in ClickUp. This integration ensures that your project management remains organized and up-to-date, allowing you to focus on what truly matters—getting your work done efficiently.
TRY IT ->Sync ClickUp folder lists to Google Sheets and filter rows for better organization
Sync ClickUp folder lists to Google Sheets, filtering rows for organized data management and adding new entries for streamlined project tracking.
TRY IT ->Manage ClickUp tasks and subtasks with a custom webhook integration
Automatically manage ClickUp tasks and subtasks using a custom webhook integration. Trigger actions with Custom WebHook, list subtasks, and edit tasks in ClickUp.
TRY IT ->
How to setup ClickUp and QuickBooks in 5 easy steps
Start with Make
Log in to your Make account to begin connecting applications.
Connect ClickUp
Add the ClickUp module to your scenario and start the connection by creating it.
Set up the webhook
For real-time updates from ClickUp, set up a webhook easily through a few clicks.
Connect QuickBooks
Introduce the QuickBooks module into your scenario and initiate the connection setup.
Save and authenticate
Save your connections and complete them by logging into ClickUp and QuickBooks if prompted.
Integrate ClickUp and QuickBooks for efficient automation
Integrating ClickUp and QuickBooks automates task creation, real-time syncs, and invoice generation, which improves efficiency by linking project management and financial tracking.
Automatically generate QuickBooks bills from ClickUp tasks to improve expense tracking.
Keep projects financially updated by syncing budgets from ClickUp to QuickBooks as they happen.
Create invoices in QuickBooks when tasks are completed in ClickUp.
Monitor project expenses by linking ClickUp task costs to QuickBooks for detailed financial analysis.
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