Integrate ClickUp with FreeAgent
Send information between ClickUp and FreeAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClickUp and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Folder created
Triggers when a new folder is created
Task moved
Triggers when a task is moved in the selected space
List updated
Triggers when any detail of an existing list is updated
Task created
Triggers when a new task 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
Time entry created
Triggers when a new time entry is created
List created
Triggers when a new list is created
Contact created
Triggers when a new contact is created
Price list item created
Triggers when a new price list item is created
Project note added
Triggers when a new note is added for the selected project
Estimate created
Triggers when a new estimate is created in the selected project
Invoice created
Triggers when a new invoice is created in the selected project
Project created
Triggers when a new project is created
Timeslip created
Triggers when new timeslip is created
User created
Triggers when a new user is created
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task 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
Add comment
Adds a comment to the specified task
Create list
Creates a new list
Create subtask
Creates a new subtask under the specified task
Create checklist
Creates a checklist for the specified task
Create folder
Creates a new folder
Update task custom field
Updates the details of an existing task custom field
Update task
Updates the details of the specified task
Update list
Updates the details of the specified list
Fetch task
Fetches the details of an existing task by ID and custom fields
Fetch invoice
Fetches details of the exisiting invoice by ID
Create expenses
Creates a new expenses
Create estimate
Creates a new estimate
Create credit note
Creates a new credit note
Create journal set
Creates a new journal set
Create contact
Creates a new contact
Create project
Creates a new project
Create task
Creates a new task in the selected project
Add timeslip
Adds a timeslip to a task
Add invoice item
Adds a new item to an existing invoice
Add note to contact
Adds a note to the selected contact
Add estimate item
Adds a new item to an existing estimate
Create invoice
Creates a new invoice
Create bill
Creates a new bill
Add note to project
Adds a note to the selected project
Update task
Updates the details of an existing task
Update estimate status
Updates the status of an existing estimate by ID
Update contact
Updates details of the selected contact
Convert to credit note
Convert a draft negative invoice to a credit note
Update credit note status
Updates the status of an existing credit note using credit note ID
Email an invoice
Sends an existing invoice by invoice ID
Fetch contact
Fetches details of the selected contact
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.
Similar apps
What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
Similar apps
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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Technical Engineer, Master Liveaboards
