Integrate ClickUp with Bexio

Send information between ClickUp and Bexio automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate ClickUp and Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

Task moved

Triggers when a task is moved in the selected space

Time entry created

Triggers when a new time entry is created

List created

Triggers when a new list is created

Task status updated

Triggers when the status of a task in the selected space is updated

Task updated

Triggers when any detail of a task in the selected space is updated

Folder updated

Triggers when any detail of an existing folder is updated

List updated

Triggers when any detail of an existing list is updated

New product created

Triggers when a new product is created

Company created or updated

Triggers when a new company is added or details of an existing company are updated

Quote created or updated

Triggers when a quote or offer is created or details of an existing quote are updated

Sales invoice created or updated

Triggers when a sales invoice is created or an existing one is updated with the selected status

Person added or updated

Triggers when a new person is added or details of an existing person are updated

All Actions - Actions are the automated tasks

Create task

Creates a new task under the selected list

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Create folder

Creates a new folder

Create list

Creates a new list

Create subtask

Creates a new subtask under the specified task

Add comment

Adds a comment to the specified task

Update list

Updates the details of the specified list

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Fetch task

Fetches the details of an existing task by ID and custom fields

Update person

Updates the details of the specified person

Create project

Creates a new project

Find person

Finds the details of the specified person

Update company

Updates the details of the specified company

Create company

Creates a new company

Create timesheet

Creates a new timesheet

Find product

Finds the details of an existing product by name

Create product

Creates a new product

Find country

Finds the details of the specified country

Create contact relation

Links a sub contact to a parent contact

Find company

Finds the details of the specified company

Update product

Updates the details of on existing product by ID

Create person

Creates a new person

Update project

Updates the details of an existing project

Find salutation form

Find the details of an existing salutation form

Find user

Finds the details of the specified user by email or user ID

Find business activity

Finds the details of an existing business activity

Find salutation title

Find the details of an existing salutation title

Find project

Finds the details of an existing project

Find currency

Finds a currency by name or ID

Find language

Finds the details of an existing language

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

What is Bexio?

Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.

Accounting CRM Dashboard

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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