Connect ClickUp and Xero integrations
Connect ClickUp and Xero with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like ClickUp and Xero to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
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Create custom ClickUp and Xero workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
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Popular ClickUp and Xero workflows.
Looking to get more out of ClickUp and Xero? With Make you can visually integrate ClickUp and Xero into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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 ->Update ClickUp tasks based on filtered team tasks
Streamline your task management process by automatically updating tasks in ClickUp based on specific filters. This template allows you to retrieve filtered team tasks from ClickUp and edit them as needed, ensuring your team stays organized and focused on their priorities. Say goodbye to manual updates and enhance your productivity with this efficient workflow.
TRY IT ->Create tasks in ClickUp for every new Jotform submission
Streamline your project management process by automatically creating tasks in ClickUp whenever a new submission is received in JotForm. This template ensures that every form submission is promptly transformed into actionable tasks, enhancing your team's efficiency and organization. Say goodbye to manual data entry and keep your workflow seamless.
TRY IT ->Create tasks in ClickUp from new Google Tasks entries
Streamline your task management process by automatically creating tasks in ClickUp whenever a new task is added in Google Tasks. This template ensures that you never miss an important task, allowing you to maintain productivity and organization across your projects. With this integration, you can effortlessly manage your workload and keep your ClickUp lists up-to-date with the latest tasks from Google Tasks.
TRY IT ->Create ClickUp tasks from new Slack group messages
Streamline your project management by automatically creating tasks in ClickUp whenever a new message is posted in your Slack group. This template ensures that important discussions and action items are captured efficiently, allowing your team to stay organized and focused on their goals. With this integration, you can enhance collaboration and productivity by transforming Slack conversations into actionable tasks in ClickUp without any manual effort.
TRY IT ->Create tasks in ClickUp from new Airtable records
Streamline your project management process by automatically creating tasks in ClickUp whenever new records are added in Airtable. This template ensures that your team stays organized and on track, as it eliminates the need for manual task entry. Simply set up your Airtable with the necessary fields, and watch as new entries seamlessly transform into actionable tasks in ClickUp, enhancing your workflow efficiency and productivity.
TRY IT ->Follow up on overdue Xero invoices
Efficiently manage overdue Xero invoices with automated Gmail communication. Streamline your financial tracking, improve payment collection, and enhance email reminders for outstanding balances, ensuring timely payments and better cash flow management.
TRY IT ->Create new invoices in Xero from new deals in Pipedrive
This template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
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