Lexware + ClickUp Integration

Integrate ClickUp to Lexware in one click, or tell Integrately AI how you want each task handled. Generate invoices, update your accounting records, alert your team, and trigger follow-ups automatically.

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1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
  • ClickUp
    Goal is created in ClickUp Instant
  • ClickUp
    Goal is updated in ClickUp Instant
  • ClickUp
    Goal is deleted in ClickUp Instant
  • ClickUp
    Target is created in ClickUp Instant
  • ClickUp
    Target is updated in ClickUp Instant
  • ClickUp
    Target is deleted in ClickUp Instant
  • ClickUp
    Task is created in ClickUp
  • ClickUp
    New message is posted on channel in ClickUp
  • ClickUp
    Task status is updated in ClickUp Instant
  • ClickUp
    Task comment is posted in ClickUp Instant
  • ClickUp
    Task is moved in ClickUp Instant
  • ClickUp
    Task priority is updated in ClickUp Instant
  • ClickUp
    Task assignee is updated in ClickUp Instant
  • ClickUp
    Task due date is updated in ClickUp Instant
  • ClickUp
    Task is deleted in ClickUp Instant
  • ClickUp
    Subtask is created in ClickUp Instant
  • ClickUp
    Task time tracked is Updated in ClickUp Instant
  • ClickUp
    Task tag is updated in ClickUp Instant
  • ClickUp
    Task comment is updated in ClickUp Instant
  • ClickUp
    Folder is created in ClickUp Instant
  • ClickUp
    Folder is updated in ClickUp Instant
  • ClickUp
    Folder is deleted in ClickUp Instant
  • ClickUp
    List is created in ClickUp Instant
  • ClickUp
    List is updated in ClickUp Instant
  • ClickUp
    List is deleted in ClickUp Instant
  • ClickUp
    Space is created in ClickUp Instant
  • ClickUp
    Space is updated in ClickUp Instant
  • ClickUp
    Space is deleted in ClickUp Instant
  • ClickUp
    Task is updated in ClickUp
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2.

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Ready WorkflowsReady Workflows ย  for Lexware + ClickUp Integration

Generate invoices, update contacts, track billing details, alert your team, and send follow-ups, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ClickUp + Lexware flow

Send updates to your team, sync billing records, or notify clients as your workflows run. Pick a combination and activate it in one click.

Lexware
ClickUp
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
StripeStripe (8)
+
TogglToggl (8)
+
Google DriveGoogle Drive (8)
+
GmailGmail (8)
C
L
S
Create a Lexware invoice for every new ClickUp task, and notify your finance channel on Slack
New ClickUp tasks immediately generate a Lexware invoice while your finance channel gets updated on Slack, eliminating manual billing entries.
L
C
S
When a Lexware contact is created, add a task in ClickUp and alert your sales team in Slack
New Lexware contacts trigger a corresponding ClickUp task and notify your sales team on Slack, ensuring quick follow-up.
C
L
S
When a ClickUp task status is updated, update the matching Lexware contact and post the change in Slack
Task status updates in ClickUp automatically refresh Lexware contact records while posting an update in Slack.
C
L
S
Search for a Lexware contact when a ClickUp task is created, and confirm the match in Slack
Every new ClickUp task searches Lexware for matching contact records, notifying your team instantly in Slack.
C
L
S
If a ClickUp task priority is high, create a Lexware quotation and alert your management channel in Slack
High-priority ClickUp tasks immediately generate Lexware quotations while alerting management on Slack.
L
C
S
When a Lexware invoice status is changed, update the ClickUp task and post the update in Slack
Invoice status updates in Lexware automatically modify ClickUp tasks and notify your operations channel in Slack.
C
L
S
Use Claude to summarise every new ClickUp task description, create a Lexware voucher, and post the brief in Slack
Claude summarises ClickUp task details to generate a Lexware voucher while posting a project brief to Slack.
L
C
H
S
Turn every Lexware quotation into a ClickUp task, create a deal in HubSpot, and announce it in Slack
Lexware quotations become ClickUp tasks and HubSpot deals automatically, with live announcements posted in Slack.

Supported triggers and actions for Lexware and ClickUp

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
Try it โ†’
Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
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Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
Try it โ†’
Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
Try it โ†’
Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it โ†’
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it โ†’
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it โ†’
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
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Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
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Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
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Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
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Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it โ†’
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
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Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
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Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
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Create contact in Lexware
Adds a new contact to the database
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Update contact in Lexware
Updates contact information with new details
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Search contact in Lexware
Finds and retrieves contact information
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Create a quotation in Lexware
Creates a new workspace
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Search article by number in Lexware
Retrieves information about a specific article
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Update article in Lexware
Modifies an existing article
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Create confirmation order in Lexware
Creates a confirmation order
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Create delivery note in Lexware
Creates a new delivery note
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Get invoice by ID in Lexware
Generates a new invoice
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
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Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
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Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it โ†’
Create article in Lexware
Adds a new article to the database
Try it โ†’
ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
Try it โ†’
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
Try it โ†’
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
Try it โ†’
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
Try it โ†’
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
Try it โ†’
Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
Try it โ†’
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
Try it โ†’
Search list view in ClickUp
Searches for a list view
Try it โ†’
Search folder view in ClickUp
Searches for a folder view
Try it โ†’
Delete task in ClickUp
Deletes a task
Try it โ†’
Delete space tag in ClickUp
Deletes a space tag
Try it โ†’
Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
Try it โ†’
Delete comment from task in ClickUp
Deletes a comment associated with a task
Try it โ†’
Delete space in ClickUp
Deletes a space
Try it โ†’
Search space tag in ClickUp
Searches for a space tag
Try it โ†’

What can you automate with ClickUp + Lexware?

Streamline your billing and project management workflows by connecting ClickUp and Lexware for seamless data synchronisation.

What you can automate?
๐Ÿงพ
Generate Lexware invoices from ClickUp tasks
Automatically create a Lexware invoice the moment a new task is created in ClickUp. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“‹
Capture every submitted task field
Map all available ClickUp task descriptions, assignees, and custom fields into Lexware records rather than just basic names and amounts.
๐Ÿ””
Alert your team instantly on updates
Notify your finance or operations channel on Slack the exact second an invoice is generated or a task status changes.
๐Ÿ”€
Route tasks based on priority or status
Trigger different billing actions in Lexware depending on whether a ClickUp task priority is marked as normal or high.
๐Ÿ”„
Keep accounting records up to date
Automatically update Lexware contact details and invoice statuses whenever corresponding task information changes in ClickUp.
๐Ÿ”
Search and prevent duplicate records
Search existing Lexware contact lists before creating new entries from ClickUp tasks to maintain a clean customer database.
โฑ๏ธ
Handle later status changes and credit notes
Automatically generate ClickUp tasks or update accounting logs when Lexware invoices, quotations, or credit notes change status.
๐Ÿ”Œ
Extend workflows to messaging and CRM apps
Connect your core ClickUp and Lexware flow with Slack, HubSpot, or Gmail to notify stakeholders and share customer data instantly.
And much more...

Who is ClickUp + Lexware integration for?

Operations managers, finance leads, and project coordinators eliminate manual billing handoffs and keep project boards synchronized with financial records automatically.

Project managers
Project managers
Finance leads
Finance leads
Client account leads
Client account leads
Operations teams
Operations teams
Sales executives
Sales executives
Billing administrators
Billing administrators
๐Ÿ“ˆ
Project managers
You track deliverables and milestones in ClickUp, but your billing team needs updated invoice records in Lexware, so your financial summaries are always lagging behind โ€” this integration means every new task generates an invoice automatically and your financial reporting stays current.
โšก
Finance leads
You depend on timely task completion data to issue client invoices in Lexware, but manual handoffs cause billing delays, so revenue collection is constantly pushed back โ€” automating both apps means invoices are generated the moment tasks are created and billing happens without delay.
๐Ÿค
Client account leads
You answer to clients asking for billing status updates while your team manages tasks in ClickUp, so you waste hours chasing down accounting details โ€” with this integration, task progress and invoice states stay synchronised and you answer client inquiries instantly.
๐Ÿ“Š
Operations teams
High task volume makes it impossible for your staff to manually copy customer details from ClickUp into Lexware without making mistakes, so client databases end up fragmented โ€” automating both apps means records transfer instantly and data accuracy remains high.
๐Ÿ”„
Sales executives
You close deals that turn into ClickUp tasks, but your accounting team misses the handoff to Lexware, so billing cycles stall after contract signing โ€” this integration means every won opportunity transitions into project tasks and invoices seamlessly.
๐Ÿ“
Billing administrators
You audit project records and client contacts across ClickUp and Lexware daily, but constant discrepancies force you to rebuild missing audit trails by hand โ€” automating both apps means every transaction logs reliably and your audit history is complete.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Lexware + ClickUp

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

1,500+ apps connected
1,500+ apps connected
Connect Lexware + ClickUp 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 โ€” 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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect ClickUp to Lexware?
Frequently Asked Questions
You can connect ClickUp to Lexware in 1 click using ready automation templates on Integrately. Select a workflow, connect your accounts, and let Integrately AI configure your integration.
Can I automatically create Lexware invoices from ClickUp tasks?
Frequently Asked Questions
Can I connect ClickUp, Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Lexware?
Frequently Asked Questions
How does ClickUp data trigger actions in Lexware?
Frequently Asked Questions
How do Lexware updates sync back to ClickUp?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Lexware?
Frequently Asked Questions
Is the ClickUp and Lexware integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect ClickUp or Lexware With 1500+ Other Apps

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