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ClickUp + Rillet

ClickUp + Rillet

ClickUp + Rillet integrations

Create ClickUp tasks for new Rillet invoices

Don't let new invoices get lost in the shuffle. This automation creates a task in ClickUp each time a new invoice is generated in Rillet, making it easy to assign owners, set due dates, and track follow-up work—all without toggling between your finance and project management tools.

When this happens...
New InvoiceTriggers when a new invoice is created in Rillet.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Rillet and ClickUp

Discover other triggers and actions you can use with Rillet and ClickUp

- Subsidiary
Trigger
Polling
Try It
- Subsidiary
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is created in Rillet.
Trigger
Polling
Try It
- Customer
  Required
- Subsidiary
- Contract Name
- Start Date
- Close date
  Required
- Invoicing interval
  Required
- Invoicing day of month
  Required
- Payment terms (net days)
  Required
- Include usage & minimum commitment invoicing config
- Product
  Required
- Quantity
  Required
- Price type
  Required
- Price amount
  Required
- Price currency
  Required
- Price interval (months)
  Required
- Revenue pattern
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write

- Name
  Required
- Description
- Price Amount
- Price Currency
Action
Write
- Contract Item ID
  Required
- Quantity
  Required
- Timestamp
Action
Write

- Customer
  Required
- Name
- Email
- Phone
Action
Write
- Customer
- Status
Action
Search
- Customer
- Status
- Subsidiary
Action
Search
- Name
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

- Subsidiary
Trigger
Polling
Try It
- Subsidiary
- Status
Trigger
Polling
Try It
- Vendor
  Required
- Subsidiary
- Issue Date
  Required
- Due Date
  Required
- Expense Number
  Required
- Account
  Required
- Description
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Street Address
- City
- State or Province
- Postal Code
- Country
Action
Write
- Invoice
  Required
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Phone
Action
Write
- Contract
  Required
- Contract Name
- Status
- End Date
Action
Write
- Invoice
  Required
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Status
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Name
- Email
- Subsidiary
Action
Search
- Name
Action
Search
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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About Rillet

Rillet is an AI-native ERP app that delivers automation, speed, and scale for mid-market and enterprise finance teams.

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