Connect and Integrate
Xero with ClickUp

Connect Xero to ClickUp and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Xero and ClickUp

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Select a trigger in Xero

Choose an event in Xero like “New Invoice Created,” to set off your automation.

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Automate an Action in ClickUp

Connect your ClickUp account and select an action like “Take action in ClickUp” to make your work flow.

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Customize the Workflow

Build your Xero - ClickUp automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Xero and ClickUp
to Automate these Workflows

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Create Trello lists from new Xero contacts

Transform your workflow with Xero & Trello leading the way.

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Generate purchase orders in Inflow from new Xero bills

Reimagine productivity with Xero and Inflow in your toolkit.

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Transform Freshdesk tickets into ClickUp tasks

Let ClickUp and Freshdesk handle the details—you focus on the big picture!

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Organize Freshdesk tickets as ClickUp tasks

Transform your workflow with ClickUp & Freshdesk leading the way.

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Convert Microsoft Outlook events to ClickUp tasks

ClickUp and Outlook—because your workflow deserves an upgrade.

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Create Microsoft Outlook events when tasks are updated in ClickUp

Work smarter, not harder—ClickUp + Outlook streamline every task.

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Send emails via Outlook for updated tasks in ClickUp

Make life easier! ClickUp + Outlook smooth out your workflows.

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Generate Freshdesk tickets from new ClickUp tasks

Ready to boost productivity? Let ClickUp + Freshdesk take over.

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Schedule Google Calendar events from ClickUp tasks

Work smarter, not harder—ClickUp + Google Calendar streamline every task.

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Schedule Zoom meetings for new ClickUp folders

Why struggle? ClickUp + Zoom make every task easier to manage.

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Register Zoom attendees from ClickUp tasks

Work smarter, not harder—ClickUp + Zoom streamline every task.

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Schedule Zoom meetings for new ClickUp lists

ClickUp and Zoom—because your workflow deserves an upgrade.

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About Xero

Xero is a cloud-based accounting software for small and medium-sized businesses to handle invoicing, bank reconciliation, financial reporting, and cash flow management. Xero allows users to track expenses, generate reports, and monitor financial performance from anywhere via a laptop or smartphone.
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About ClickUp

ClickUp is a cloud-based project management tool for teams collaboration. For effective task management, it hass features like task tracking, time management, real-time reporting, and automation with integration options for apps like Slack and Google Calendar, ClickUp is an ideal tool for handling multiple projects, workflows, and personal tasks on a unified platform.
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