Xero Automation

How to connect Xero to ClickUp

Stop dealing with manual data transfer between Xero and ClickUp. This guide shows you how to automatically Add Comment in ClickUp whenever Payment Received happens inside Xero.

Xero
Xero
Trigger
→
ClickUp
ClickUp
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you seamless automation between Xero and ClickUp. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Xero as the first module.

  2. 2

    Configure the trigger

    Select Payment Received inside Xero. Authorize your account and set any filters you need.

  3. 3

    Add the ClickUp action

    Choose "Add Comment" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.