Connect Invoice Crowd to ClickUp and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Invoice Crowd with ClickUp - no code necessary. See how you can get setup in minutes.

Select a trigger from Invoice Crowd

A trigger is an event that starts your Zap and runs the workflow. For example, with Invoice Crowd, a trigger could be "New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from ClickUp

An action is what takes place after the automation is triggered. For example, with ClickUp, the action could be "New Checklist."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Invoice Crowd to ClickUp

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Invoice Crowd and ClickUp to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Invoice Crowd and ClickUp to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when new customer is created.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
- Business Profile Pid
  Required
Trigger
Scheduled
Try It
- Business Profile Pid
  Required
- Customer Pid
  Required
- Template Pid
- Item Name
- Item Description
- Item Quantity
- Item Rate
Action
Write
- Business Profile Pid
  Required
- Customer Pid
  Required
- Template Pid
- Item Name
- Item Description
- Item Quantity
- Item Rate
Action
Write

- Business Profile
  Required
- Income Category
- Accounting Category
- Title
  Required
- Source
- Description
- Amount
- Currency
- Income Date
Action
Write
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Name
  Required
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Workspace
  Required
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search

- Business Profile Pid
  Required
Trigger
Scheduled
Try It
New Other Income
Triggers when a new Income is created.
Trigger
Scheduled
Try It
New Item
Triggers when a new item in Invoicecrowd is created.
Trigger
Scheduled
Try It
- Name
  Required
- Contact Person
- Email
  Required
- Country
- Company Name
- Vat Tax No
- Phone
- Mobile
- Address 1
- Address 2
- City
- State
- Zip
- Fax
- Website
- Currency
- Shipping Name
- Shippping Email
- Shipping phone
- Shipping Address 1
- Shipping Address 1
- Shipping Country
- Shipping City
- Shipping State
- shipping Zip
Action
Write
- Expense Title
  Required
- Expense Category
- Currency
- Source
- Description
- Total Amount
- Exchanged Amount
- Adjusted Amount
- Amount
- Expense Date
Action
Write
- Name
  Required
- Description
- Price
- Quantity
- Cost Price
Action
Write
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Name
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Task by ID
Find an existing task by its ID.
Action
Search

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About Invoice Crowd

A Cloud based Invoicing, Estimation and Accounting Platform for small and mid sized Business. Create and send Invoices to your clients and get paid faster.

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