Integrate ClickUp with Stax

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

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Supported triggers and actions

Integrate ClickUp and Stax 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

Transaction created

Triggers when a new transaction is created

Invoice created

Triggers when a new invoice is created

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

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Send transaction receipt by SMS

Sends an SMS receipt of the specified transaction

Send transaction receipt by email

Sends an email receipt of the specified transaction

Update customer

Updates the details of an existing customer

Refund transaction

Initiates a refund for the specified transaction. The transaction must be older than 24 hours.

Fetch transaction

Fetches the details of an existing transaction

Fetch customer

Fetches the details of an existing customer

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 Stax?

Stax (previously Fattmerchant) is a merchant service provider that helps businesses of all sizes manage financials, payments, invoicing, inventory, sales data, and more.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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