ClickUp + Wave Integration

Integrate ClickUp to Wave in one click, or tell Integrately AI how you want each invoice handled. Create tasks, track time, update your project spaces, and log your financial records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.

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Ready Workflows Ready Workflows for ClickUp + Wave Integration

Capture new invoices as tasks, update client records, keep projects organised, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Wave + ClickUp Integration

Create ClickUp task for new Wave customer

If you're using Wave and ClickUp to manage your work, you'll want to make sure that customer-creation task are automatically created in ClickUp. That way, you can easily keep track of who owes you what and when they're supposed to pay!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickUp + Wave flow

Extend your financial and task workflows by syncing data with messaging tools, CRMs, and accounting platforms. Pick a combination and activate it in one click.

ClickUp
Wave
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SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
TogglToggl (3)
W
C
S
Create a ClickUp task when a Wave invoice is created, and notify your team on Slack
New Wave invoices appear in ClickUp as tasks instantly and your team hears about it in Slack, so no billing detail is ever missed.
W
C
S
When a customer is created in Wave, create a ClickUp space and notify your operations channel in Slack
New Wave customers generate dedicated ClickUp spaces automatically while Slack alerts your team, keeping client onboarding structured.
C
W
S
When a task is created in ClickUp, create an estimate in Wave and notify your finance channel in Slack
New ClickUp tasks generate estimates in Wave right away and your finance team gets notified in Slack, streamlining project estimates.

Supported triggers and actions for ClickUp and Wave

Mix and match to build the exact automation you need

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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Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
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Customer is created in Wave
Triggers the automation when a new customer is created
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Create invoice in Wave
Generates invoices for sales transactions
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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Create Money Transaction in Wave
Creates a new money transaction
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Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
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Update customer in Wave
Updates a customer's information
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Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
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What can you automate with ClickUp + Wave?

Streamline your billing and task workflows with robust automation between ClickUp and Wave.

What you can automate?
Turn every Wave invoice into a ClickUp task automatically
Capture new billing entries the moment they are generated. Every Wave invoice instantly creates a matching task in ClickUp to start project execution.
📋
Capture every invoice field without manual re-entry
Map customer names, billing amounts, and due dates directly into your ClickUp task details. Eliminate transcription errors across systems.
🔔
Alert your team the second an invoice is created
Notify your project managers and finance staff immediately in Slack when a new Wave invoice triggers a ClickUp task.
🔀
Route tasks based on submitted customer tiers
Create high-priority ClickUp tasks for enterprise Wave invoices while routing standard billing items to your regular project lists.
🔄
Keep project tasks updated as invoices change
Reflect updates made to Wave invoices directly inside your ClickUp tasks, ensuring your team always sees current billing details.
Create or update records without generating duplicates
Check existing ClickUp tasks before creating new ones from Wave invoices, keeping your project lists clean and organised.
💳
Handle later status changes and payment updates
Update ClickUp task statuses automatically when a Wave invoice is marked paid or cancelled, keeping project milestones aligned with finance.
🔌
Extend your workflow to Slack and other tools
Connect your ClickUp and Wave automation to Slack, HubSpot, or Google Drive for multi-step operational pipelines.
And much more...

Who is ClickUp + Wave integration for?

Connect ClickUp and Wave to eliminate manual data entry between your project management tasks and financial invoices.

Finance managers
Finance managers
Project managers
Project managers
Client success leads
Client success leads
Operations leads
Operations leads
Task coordinators
Task coordinators
Agency owners
Agency owners
📈
Finance managers
You review financial reports and invoices from Wave, but your project data in ClickUp lives in a separate system, so revenue tracking is always disconnected — this integration means every new invoice automatically syncs with your project tasks and your numbers stay current.
Project managers
You need to kick off tasks the moment client billing is confirmed, but manual handoffs mean your team finds out about new work too late — automating both apps means every Wave invoice instantly generates a corresponding ClickUp task so execution begins right away.
🤝
Client success leads
You answer to clients who want to see immediate progress after signing up, but administrative delays slow down your onboarding setup — with this integration, every new customer record in Wave instantly provisions your project spaces and folders in ClickUp.
🔄
Operations leads
The volume of tasks and invoices is too high for anyone to keep up by hand, leading to missed billing entries and incomplete records — connecting these apps means every transaction and task syncs automatically without manual oversight.
📋
Task coordinators
You own the next step in project delivery and depend on someone upstream to hand over billing details before you start — this integration means task creation and invoice logging happen in tandem without waiting for manual emails.
📁
Agency owners
You need a reliable history of client projects and finances, but keep finding gaps between your task management and accounting platforms — automating both apps means your operational history remains complete and audit-ready.
Our team

Ready Workflows Did you know?

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 ClickUp + Wave

Build and manage your ClickUp + Wave 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 + Wave 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.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ClickUp to Wave?
Frequently Asked Questions
You can connect ClickUp to Wave in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your team.
Can I automatically create ClickUp tasks from Wave invoices?
Frequently Asked Questions
Can I connect ClickUp, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Wave?
Frequently Asked Questions
How are tasks handled when a Wave invoice is created?
Frequently Asked Questions
Can customer records sync between Wave and ClickUp?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Wave?
Frequently Asked Questions
Is the ClickUp and Wave integration free?
Frequently Asked Questions
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