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

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

Task moved

Triggers when a task is moved in the selected space

Time entry created

Triggers when a new time entry is created

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

Folder updated

Triggers when any detail of an existing folder is updated

List updated

Triggers when any detail of an existing list is updated

Invoice created

Triggers when a new invoice is created

Transaction created

Triggers when a new transaction is created

All Actions - Actions are the automated tasks

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Create task

Creates a new task under the selected list

Create subtask

Creates a new subtask under the specified task

Add comment

Adds a comment to the specified task

Create folder

Creates a new folder

Create list

Creates a new list

Update task

Updates the details of 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

Fetch task

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

Create invoice

Creates a new invoice

Create customer

Creates a new customer

Refund transaction

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

Update customer

Updates the details of an existing customer

Send transaction receipt by email

Sends an email receipt of the specified transaction

Send transaction receipt by SMS

Sends an SMS receipt of the specified transaction

Fetch customer

Fetches the details of an existing customer

Fetch transaction

Fetches the details of an existing transaction

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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