bexio + ClickUp Integration

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Popular bexio + ClickUp Workflows

Create ClickUp task for new bexio contact

bexio and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in bexio, do you also create a task in ClickUp? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create ClickUp checklist for new bexio contact

When you create a new contact in bexio, this automation will automatically create a related checklist in ClickUp. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your ClickUp board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with bexio and ClickUp!

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When Person is created or updated in bexio > Check any condition > Create task in ClickUp

bexio + ClickUp Integration

Activate

When Person is created or updated in bexio > Check any condition > Create subtask in ClickUp

bexio + ClickUp Integration

Activate

When Person is created or updated in bexio > Check any condition > Update task in ClickUp

bexio + ClickUp Integration

Activate

When Person is created or updated in bexio > Check any condition > Update task with custom field in ClickUp

bexio + ClickUp Integration

Activate

When Person is created or updated in bexio > Check any condition > Post list comment in ClickUp

bexio + ClickUp Integration

Activate

When Person is created or updated in bexio > Check any condition > Post view comment in ClickUp

bexio + ClickUp Integration

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Create Your Own bexio & ClickUp Integration Without Any Code

Create Custom Workflow

Order is created/updated in bexio
Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio
Goal is created in ClickUp Instant
Goal is updated in ClickUp Instant
Goal is deleted in ClickUp Instant
Target is created in ClickUp Instant
Target is updated in ClickUp Instant
Target is deleted in ClickUp Instant
Task status is updated in ClickUp Instant
Task is created in ClickUp Instant
Task comment is posted in ClickUp Instant
Task is moved in ClickUp Instant
Task priority is updated in ClickUp Instant
Task assignee is updated in ClickUp Instant
Task due date is updated in ClickUp Instant
Task is deleted in ClickUp Instant
Subtask is created in ClickUp Instant
Task time tracked is Updated in ClickUp Instant
Task tag is updated in ClickUp Instant
Task comment is updated in ClickUp Instant
Folder is created in ClickUp Instant
Folder is updated in ClickUp Instant
Folder is deleted in ClickUp Instant
List is created in ClickUp Instant
List is updated in ClickUp Instant
List is deleted in ClickUp Instant
Space is created in ClickUp Instant
Space is updated in ClickUp Instant
Space is deleted in ClickUp Instant
Task is updated in ClickUp

Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio
Create threaded comment in ClickUp
Search task by custom field in ClickUp
Create task in ClickUp
Update task with custom field in ClickUp
Create subtask in ClickUp
Update task in ClickUp
Search task in ClickUp
Post task comment in ClickUp
Post list comment in ClickUp
Post view comment in ClickUp
Create list in ClickUp
Update list in ClickUp
Get list details by id in ClickUp
Search list in ClickUp
Delete list in ClickUp
Create folder in ClickUp
Search folder in ClickUp
Update folder in ClickUp
Get folder details by id in ClickUp
Create space in ClickUp
Get space details by id in ClickUp
Search space in ClickUp
Invite guest to workspace in ClickUp
Update space in ClickUp
Get view details by ID in ClickUp
Create task from template in ClickUp
Add tag to a task in ClickUp
Upload task attachment in ClickUp
Add dependency to task in ClickUp
Create space tag in ClickUp
Update target in ClickUp
Get task details by ID in ClickUp
Update time tracked in ClickUp
Create target in ClickUp
Remove tag from task in ClickUp
Create goal in ClickUp
Update goal in ClickUp
Create folderless list in ClickUp
Delete dependency from task in ClickUp
Delete target in ClickUp
Delete goal in ClickUp
Delete checklist item in ClickUp
Update space tag in ClickUp
Get goal details by ID in ClickUp
Search goal in ClickUp
Search team view in ClickUp
Search task template in ClickUp
Create time entry in ClickUp
Create checklist in ClickUp
Update checklist in ClickUp
Delete checklist in ClickUp
Update comment in ClickUp
Update checklist item in ClickUp
Search custom fields in ClickUp
Create checklist item in ClickUp
Search task using filters in ClickUp
Search task in view in ClickUp
Search sub-task in task in ClickUp
Add task link in ClickUp
Search folderless list in ClickUp
Search list members in ClickUp
Search task members in ClickUp
Search tracked time in ClickUp
Search task comment in ClickUp
Search workspace in ClickUp
Search list comment in ClickUp
Add task to list in ClickUp
Search space view in ClickUp
Search list view in ClickUp
Search folder view in ClickUp
Delete task in ClickUp
Delete space tag in ClickUp
Delete time tracked in ClickUp
Delete folder in ClickUp
Delete comment from task in ClickUp
Delete space in ClickUp
Search space tag in ClickUp

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Integrate bexio & ClickUp In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect bexio or ClickUp With 1200+ Other Apps

bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.

See bexio Integrations

ClickUp is a simple but powerful way to manage your projects and tasks. It allows you to create task lists, collaborate with teammates, set due dates, and comment on tasks from anywhere you go.

See ClickUp Integrations

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bexio + ClickUp Integration

Connect bexio to ClickUp in 1 click

Popular bexio + ClickUp Workflows

Create ClickUp task for new bexio contact

Create ClickUp checklist for new bexio contact

When Person is created or updated in bexio > Check any condition > Create task in ClickUp

When Person is created or updated in bexio > Check any condition > Create subtask in ClickUp

When Person is created or updated in bexio > Check any condition > Update task in ClickUp

When Person is created or updated in bexio > Check any condition > Update task with custom field in ClickUp

When Person is created or updated in bexio > Check any condition > Post list comment in ClickUp

When Person is created or updated in bexio > Check any condition > Post view comment in ClickUp

Create Your Own bexio & ClickUp Integration Without Any Code

Integrate bexio & ClickUp In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect bexio or ClickUp With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

bexio + ClickUp Integration

Connect bexio to ClickUp in 1 click

Popular bexio + ClickUp Workflows

Create Your Own bexio & ClickUp Integration Without Any Code

Integrate bexio & ClickUp In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect bexio or ClickUp With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate bexio & ClickUp In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.