How can I filter for only approved task proposals?

You can filter by task status or custom approval fields in ClickUp. Define what 'approved' means for you, and DryMerge will process only those tasks.

Can this automation work with HubSpot instead of Xero?

Yes, you can use HubSpot instead of Xero. Let us know your requirements, and DryMerge will modify the automation for HubSpot.

Which roles use this automation?

Sales teams and project managers who need to quickly generate accurate estimates for task proposals use this automation.

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ClickUp + Xero

Generate Xero Estimates from ClickUp Task Proposals

This automation helps sales teams quickly generate estimates by converting task proposals in ClickUp directly into Xero estimates. Streamline your sales process and reduce the time spent manually creating estimates.

New Task Proposal

Triggers when a new task proposal is created in ClickUp.

Create Xero Estimate

Generates an estimate in Xero from the ClickUp task proposal.

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

or pick a common variation below

Create Xero Bills from ClickUp Task Expenses

ClickUp + Xero

Update Xero Contacts from ClickUp Client Information

ClickUp + Xero

Create Xero Purchase Orders for ClickUp Task Materials

ClickUp + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Xero estimates from ClickUp task proposals"

Generate Xero estimates from ClickUp task proposals

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 + Xero.

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

Create Xero Inventory Item

Creates a new inventory item in Xero

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.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

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Get Started with DryMerge

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