Can I filter tasks based on project type?

Absolutely. You can filter tasks for archiving based on project type, which helps in managing large projects with varied client bases.

Can I archive tasks in a custom folder?

Yes, you can archive tasks into a custom folder within ClickUp. Specify the folder details while setting up the automation.

Which people use this automation? What do they use it for?

Accountants and project managers use this automation to ensure that once an invoice is paid, the associated task is archived, streamlining task management.

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ClickUp + QuickBooks

Archive ClickUp Tasks for Paid Invoices in QuickBooks

Keep your task list clean and up-to-date by archiving ClickUp tasks associated with paid invoices in QuickBooks. This automation triggers whenever an invoice is marked as paid in QuickBooks, automatically archiving the corresponding task in ClickUp. Accountants and project managers can benefit from this by ensuring completed work is properly signaled and archived.

Invoice Marked as Paid

Detects when an invoice is marked as paid in QuickBooks.

Archive Corresponding Task

Automatically archives the corresponding task in ClickUp, keeping your workspace tidy and tasks up-to-date.

See more ClickUp to QuickBooks integrations or use AI to customize your automation.

or pick a common variation below

Update ClickUp Tasks for Overdue Invoices in QuickBooks

ClickUp + QuickBooks

Create ClickUp Tasks from QuickBooks Estimates

ClickUp + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive ClickUp tasks for paid invoices in QuickBooks"

Archive ClickUp tasks for paid invoices in QuickBooks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with ClickUp + QuickBooks.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

New Customer

Triggers when a new customer is created in QuickBooks

App details

ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.