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Zuora
ClickUp

Connect Zuora and ClickUp

Explore ready-made Zuora and ClickUp templates and start automating in minutes.

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Create a custom workflow

Integrate Zuora with ClickUp and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

ClickUp
Trigger: Watch Folders
Zuora
Action: Select an action
1. Select a trigger

  • Triggers when a specific folder event happens.

  • Triggers when a specific goal event happens.

  • Triggers when a specific list event happens.

  • Triggers when a specific space event happens.

  • Triggers when a specific target event happen.

  • Triggers when a task or subtask is created or updated.

  • Triggers when a specific task or subtask event happens.

2. Select an action

  • Creates a billing preview run for multiple customer accounts. Use the Perform a Billing Preview Run module to create and retrieve a billing preview run all in one module.

  • Create a product rate plan with custom JSON payload.

  • Create a product rate plan charge for a specified rate plan using a custom JSON payload.

  • Create a usage record with a JSON payload.

  • Get all the information and fields from a Zuora object.

  • Download the most current invoice as a PDF.

  • Retrieve a product rate plan charge by id.

  • Retrieve the custom fields of a specific object.

  • Make an arbitrary authorized API call.

  • Creates and retrieves a billing preview run. The maximum amount of time this module will check for the preview run to be complete is 6 mins, for larger runs use the Billing Preview Run (Advanced) modules.

  • Submits and retrieves a data query performed by Zuora.

  • Retrieves the information about a specific bill run.

  • Retrieves a preview of future invoice items for multiple customer accounts through a billing preview run.

  • Retrieves a data query job.

  • Retrieve files such as export results, invoices, and accounting period reports.

  • Run a specified workflow.

  • Submits a data query to be performed by Zuora and creates a query job.

  • Updates the information about a product rate plan charge with a custom JSON payload.

  • Updates the price of a product rate plan charge tier. To make other updates to product rate plan charge tiers, use Update a Product Rate Plan Charge.

  • Updates a usage record with a JSON payload.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Zuora and ClickUp.

Add a Dependency
Adds a dependency to a task.
Action
Add Tag to a Task
Adds tag to a task.
Action
Add Tracked Time
Adds time tracked to a task.
Action
Create a Billing Preview Run (Advanced)
Creates a billing preview run for multiple customer accounts. Use the Perform a Billing Preview Run module to create and retrieve a billing preview run all in one module.
Action
Create a Checklist
Adds new checklist to a specific task.
Action
Create a Checklist Item
Creates an item in a checklist.
Action
Create a Folder
Creates new folder for specific space.
Action
Create a Folderless List
Creates a folderless list.
Action
Create a Goal
Creates new workspace goal.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.