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Set up your first integration
Quickly connect ClickUp to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ClickUp with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects ClickUp and Xero, automating your workflow.
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.
- WorkspaceRequired
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Try ItTriggerInstant- Task
- Include subtask?
- Fetch task data?
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- Reaction(s)
- WorkspaceRequired
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Try ItTriggerInstant- Reaction(s)
- WorkspaceRequired
Try ItTriggerInstant
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Practical ways you can use ClickUp and Xero
Track new tasks as bills.
When a new task is created in ClickUp, Zapier can automatically create a draft bill in Xero. This setup ensures that every assigned task related to projects that incur costs is reflected in your financial records, reducing the chances of missed billing opportunities.
Business OwnerTrack campaign tasks in invoices.
When a marketing campaign invoice is issued via Xero, Zapier will create a task in ClickUp. This alignment keeps your team updated on what payments are tied to ongoing or future tasks, ensuring seamless campaign management and improved visibility for financial tracking.
Marketing & Marketing OpsAuto-create tasks for expenses.
When a new expense claim receipt is added to Xero, Zapier can generate a task in ClickUp. This helps project managers track expenses and ensures that approvals or follow-ups are not delayed, streamlining overall expense management and accountability.
Project ManagementLearn how to automate ClickUp on the Zapier blog
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about ClickUp + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Xero
How do I integrate ClickUp with Xero?
To integrate ClickUp with Xero, we use automated workflows called Zaps. You will need a Zapier account to set up these Zaps. Identify the trigger event in ClickUp, such as a task status update, and an action event in Xero, like creating an invoice. Once set up, Zapier will automatically carry out the specified action whenever the trigger event occurs.
Can I trigger an action in Xero when a task is completed in ClickUp?
Yes, you can create a Zap where completing a task in ClickUp serves as the trigger. This can then initiate actions such as creating or updating an invoice or bill in Xero.
What information can be transferred between ClickUp and Xero?
Information such as task details from ClickUp can be used to create invoices or bills in Xero. You can map fields like task name, description, due date, and more from ClickUp to corresponding fields in Xero.
Do I need both ClickUp and Xero accounts to setup the integration?
Yes, active accounts on both platforms are required for the integration to work. You'll also need a Zapier account through which to link ClickUp with Xero.
Is it possible to automate sending invoices from Xero using tasks from ClickUp?
Certainly! By setting up a Zap that triggers on specific task activities—like when a task reaches completion—you can automate invoicing processes directly within your connected systems.
Can more than one trigger-action setup be created between ClickUp and Xero?
Absolutely. You can create multiple Zaps for different workflows. For example: one workflow may involve updating invoices when tasks are completed while another might focus on generating new invoices from specific project completions.
Does the integration support bidirectional data flow between ClickUp and Xero?
Currently, our integrations primarily allow for unidirectional workflows where events in ClickUp trigger actions within Xero. Each workflow must have clearly defined starting points and endpoints within these platforms.
