ClickUp
GitHub
Xero

ClickUp + GitHub + Xero integrations

Automate project tasks, issue creation, quote approvals, payment updates, and invoicing across ClickUp, GitHub, and Xero.

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Popular automation
Trigger
Quote is created/updated
in Xero
Instant
Actions
Create task
in ClickUp
Create issue
in GitHub

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Ready Workflows Ready Workflows   for ClickUp + GitHub + Xero integration

Kick off project tasks, update issue discussions, sync billable hours, and generate client invoices, all in just one click.

Create a ClickUp task and GitHub issue when a quote is approved in Xero

Quote is created/updated in Xero→Create task in ClickUp→Create issue in GitHub
Kick off project setup across your task board and repository as soon as a client approves a proposal in Xero.
When a client signs off on a quote, manual setup wastes valuable time. This workflow instantly generates the coordination task in ClickUp and sets up the initial repository issue in GitHub. Your team can start development work immediately without waiting for administrative handoffs.
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Use AI to turn approved Xero quotes into ClickUp tasks and GitHub issues

Quote is created/updated in Xero→Parse quote scope into technical deliverables→Create task in ClickUp→Create issue in GitHub
Translate accepted commercial quote line items in Xero into structured engineering deliverables automatically.
Reviewing quotes and manually breaking them down into engineering tasks is tedious. This workflow uses AI to parse the quote details from Xero, create the corresponding sprint tasks in ClickUp, and log technical backlog items in GitHub. It bridges the gap between commercial sales and engineering execution.
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Unblock ClickUp tasks and GitHub discussions when a payment is recorded in Xero

Payment is created/updated in Xero→Update task in ClickUp→Create an issue comment in GitHub
Unblock development work and notify engineers on GitHub as soon as a milestone payment is recorded in Xero.
Waiting for payment confirmations to trickle down to the development team causes unnecessary project delays. This automation updates the active client deliverable task in ClickUp and posts a note on the related GitHub issue the moment funds clear in Xero. Engineers know right away that the next phase is cleared.
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Launch work in ClickUp and GitHub only after a project deposit arrives in Xero

Payment is created/updated in Xero→Continue only if payment reference indicates a project deposit→Create task in ClickUp→Create issue in GitHub
Verify deposit references in Xero before initializing project tasks in ClickUp and kickoff issues in GitHub.
Starting work before deposits clear creates financial risk. This automation filters incoming payments in Xero to verify deposit references before automatically generating the project task in ClickUp and the repository kickoff issue in GitHub. Routine payments will not accidentally trigger new project setups.
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Update ClickUp tasks and draft Xero invoices when a release is published on GitHub

Release is created in GitHub→Update task in ClickUp→Create sales invoice in Xero
Mark delivery tasks complete in ClickUp and draft milestone billing invoices in Xero upon a GitHub release.
Shipping software is a major milestone that requires timely client billing and task closure. When a new release is published on GitHub, this workflow updates the relevant delivery task in ClickUp and drafts the corresponding sales invoice in Xero. Your finance team gets notified without manual handoffs.
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Create ClickUp tasks, search Xero contacts, and log support tasks from GitHub issues

Issue is created in GitHub→Create task in ClickUp→Search contact by name in Xero→Create task in Xero
Handle client technical tickets on GitHub by creating investigation tasks in ClickUp and logging support work in Xero.
Managing client support requests across different platforms is prone to miscommunication. When a new issue arrives on GitHub, this workflow creates an internal investigation task in ClickUp, matches the client in Xero, and logs the billable support task under their account. Billing and engineering stay perfectly aligned.
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Update ClickUp tasks, add GitHub comments, and generate Xero invoices on status changes

Task status is updated in ClickUp→Create an issue comment in GitHub→Create sales invoice in Xero
Alert developers on GitHub and generate client sales invoices in Xero when billable ClickUp tasks complete.
Marking a project deliverable complete in ClickUp should immediately trigger client billing and team updates. This integration comments on the corresponding GitHub issue and generates a sales invoice in Xero as soon as the task status changes. It eliminates the delay between finishing work and sending the invoice.
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Comment on GitHub and generate Xero invoices when ClickUp tasks are approved for billing

Task status is updated in ClickUp→Continue only if status is Approved for Billing→Create an issue comment in GitHub→Create sales invoice in Xero
Filter ClickUp task updates for billing approval before notifying GitHub and generating a Xero sales invoice.
Not every task status change means a project is ready to invoice. This workflow checks if a ClickUp task status specifically changes to approved for billing, updates the developer ticket on GitHub, and drafts the client sales invoice in Xero. Prevent accidental invoicing while keeping financial handoffs automated.
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Comment on GitHub and update Xero draft invoices with tracked hours from ClickUp

Task time tracked is Updated in ClickUp→Create an issue comment in GitHub→Add items to existing sales invoice in Xero
Append hourly work logged in ClickUp onto ongoing draft sales invoices in Xero while updating GitHub issues.
Tracking billable hours separately from invoicing leads to missed revenue. This workflow monitors time tracked on tasks in ClickUp, appends those hours directly onto an active draft sales invoice in Xero, and posts progress comments on the related GitHub issue. Keep time logging and client billing completely synchronized.
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Create ClickUp tasks and GitHub issues when a sales invoice is created in Xero

Sales Invoice is created/updated in Xero→Create task in ClickUp→Create issue in GitHub
Initialize tracking tasks in ClickUp and sprint backlog issues on GitHub whenever you issue a retainer invoice in Xero.
Issuing routine invoices in accounting should trigger the operational work for that billing cycle. This automation creates the required tracking tasks in ClickUp and initializes the sprint backlog items on GitHub as soon as a sales invoice is generated in Xero. Ensure your team never misses a billing cycle setup.
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Steps to connect ClickUp, GitHub and Xero

  1. Log in to Integrately
  2. Search and select ClickUp and GitHub
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your ClickUp & GitHub accounts
  5. Add Xero in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done

How the data usually flows between ClickUp, GitHub and Xero

See how commercial approvals, development tasks, and accounting records synchronize automatically.

Xero
Xero
When a quote is approved or a deposit is recorded in Xero, the workflow captures the commercial agreement instantly.
Commercial
ClickUp
ClickUp
The details flow directly into ClickUp to create tracking tasks, organise project lists, and assign due dates.
Execution
GitHub
GitHub
Engineering teams get corresponding issues and comments created in GitHub without manual ticket creation.
Development
Xero
Xero
Logged hours and completed milestones feed back into Xero to draft accurate sales invoices and keep financials updated.
Billing
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between ClickUp, GitHub and Xero.
ClickUp
GitHub
Xero
One continuous flow, Zero extra effort.

Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
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Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
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Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
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Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
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Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
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Task is updated in ClickUp
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Create threaded comment in ClickUp
Creates a new threaded comment
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Search task by custom field in ClickUp
Searches for tasks using a custom field
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Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
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Create task in ClickUp
Creates a new task
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Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
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Create subtask in ClickUp
Creates a subtask
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Update task in ClickUp
Updates the task with new information or changes
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Search task in ClickUp
Searches for a task
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Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
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Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
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Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
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Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
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Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
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Create checklist item in ClickUp
Generates a checklist item
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Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
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Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
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Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
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Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
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Search list comment in ClickUp
Searches for a list comment
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Add task to list in ClickUp
Adds a task to a designated list
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Search space view in ClickUp
Searches for a sub-task in a task
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Search list view in ClickUp
Searches for a list view
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Search folder view in ClickUp
Searches for a folder view
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Delete task in ClickUp
Deletes a task
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Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
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Delete comment from task in ClickUp
Deletes a comment associated with a task
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Delete space in ClickUp
Deletes a space
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Search space tag in ClickUp
Searches for a space tag
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GitHub
GitHub Triggers & Actions
Commit is created in GitHub
Triggers the automation when a new commit is created
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Issue is created in GitHub
Triggers the automation when a new issue is created
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Repo issue is created in GitHub
Triggers the automation when a repository issue is created
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Issues assigned to me from a GitHub organization in GitHub
Triggers the automation when a GitHub issue is assigned to the particular user
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Repository is created in GitHub
Triggers the automation when a repository is created
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Pull request is created in GitHub
Triggers the automation when a new pull request is created
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Release is created in GitHub
Triggers the automation when a new released is created
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Repo event is created in GitHub
Triggers the automation when a repository event is created
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Commit comment is created in GitHub
Triggers the automation when a comment is added to a commit in the repository
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Gist is created in GitHub
Triggers the automation when a new gist is added
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Team is created in GitHub
Triggers the automation when a new team is created
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Milestone is created in GitHub
Triggers the automation when a new milestone is created
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Branch is created in GitHub
Triggers the automation when a new branch is created in a git repository
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Organization is created in GitHub
Triggers the automation when a new organization is created
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Label is created in GitHub
Triggers the automation when a new label is created
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Collaborator is created in GitHub
Triggers the automation when a new event or workout session is scheduled
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Create issue in GitHub
Generates a new issue for tracking and resolving
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Update issue in GitHub
Updates issue details with the latest information
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Create an issue comment in GitHub
Adds a new comment to an issue
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Create pull request in GitHub
Creates pull requests for code changes
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Update pull request in GitHub
Updates a pull request with new changes
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Create gist in GitHub
Creates a new gist
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Search Repository in GitHub
Searches for a repository
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Search user in GitHub
Searches for a user
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Search pull requests in GitHub
Searches for pull requests
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Delete branch protection in GitHub
Removes branch protection settings on a particular branch
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Search issue in GitHub
Searches for an issue
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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Search item by name in Xero
Locates and retrieves particular item information
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Add contacts to contact group in Xero
Add contacts to a contact group
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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Who this setup is for

Software development agencies
Software development agencies
Freelance developers and consultants
Freelance developers and consultants
Product engineering teams
Product engineering teams
IT service providers
IT service providers
📋 Software development agencies
You manage client projects in ClickUp, write code on GitHub, and handle billing in Xero. This setup keeps your commercial approvals, engineering tasks, and client invoices synchronised without manual handoffs.
🎙️ Freelance developers and consultants
You track billable hours and milestones while building products for multiple clients. This integration automatically logs your progress to accounting and project boards so you never miss an invoice.
🔁 Product engineering teams
Your team ships software releases and manages feature backlogs while finance handles client contracts. This automation connects your code deployments directly to milestone billing and task updates.
🗂️ IT service providers
You handle client support tickets and maintenance contracts across development and accounting tools. This setup ensures support hours and project tasks map correctly to your client accounts.
Our team

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Everything this automation handles for you

Everything this automation handles for you
Prevent duplicate entries
Match contacts by name and email before creating records so the same client or task never gets duplicated across platforms.
Auto-retry failed steps
If a temporary network glitch prevents an update, the automation retries the step automatically instead of leaving your workflow half-finished.
Filter non-billable items
Apply custom conditions and filters to ensure only approved quotes, deposits, or billable task statuses trigger downstream actions.
Format project scope with AI
Translate messy issue descriptions and quote line items into structured task lists and clean billing deliverables using integrated AI.

Why choose Integrately to automate ClickUp + GitHub + Xero

Build and manage your ClickUp + GitHub + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickUp + GitHub + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
Price Comparison with Popular Alternatives
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Prefer to connect just two apps? Explore each combination separately

ClickUp
GitHub
ClickUp + GitHub
Keep your project tasks and code repository issues synchronized automatically.
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GitHub
Xero
GitHub + Xero
Trigger client billing invoices and expense bills directly from code releases and repository events.
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ClickUp
Xero
ClickUp + Xero
Turn accounting invoices, payments, and quotes into actionable project tasks and time logs.
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Questions people ask

Can approved Xero quotes automatically create ClickUp tasks and GitHub issues?
Frequently Asked Questions
Yes, Integrately has a ready workflow to create a task in ClickUp and create an issue in GitHub when a quote is created or updated in Xero. When a quote is approved, Integrately sets up your project coordination task and technical backlog items instantly.
Can recording a payment in Xero update tasks in ClickUp and comment on GitHub issues?
Frequently Asked Questions
Can publishing a release on GitHub update ClickUp tasks and generate a Xero invoice?
Frequently Asked Questions
Do I need coding skills to connect ClickUp, GitHub and Xero?
Frequently Asked Questions
Can tracked time in ClickUp automatically append hours to an existing Xero invoice?
Frequently Asked Questions
Can AI analyze GitHub issue descriptions to generate ClickUp tasks and Xero quotes?
Frequently Asked Questions
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