ConnectWise PSA
ClickUp
Integrate ConnectWise PSA with ClickUp within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between ConnectWise PSA and ClickUp.
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ConnectWise PSA with ClickUp in minutes
Supported Triggers & Actions
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Doc Created
Triggers when a new doc is created.
Trigger
Schedule
Goal Created
Triggers when a new goal is created.
Trigger
Schedule
Goal Updated
Triggers when an existing goal is updated.
Trigger
Schedule
Key Result Created
Triggers when a new target is created within a goal.
Trigger
Schedule
Key Result Updated
Triggers when an existing target is updated within a goal.
Trigger
Schedule
List Created
Triggers when a new list is created.
Trigger
Schedule
List Updated
Triggers when an existing list is updated.
Trigger
Schedule
Task Comment Created
Triggers when a new comment is created within a task.
Trigger
Schedule
Task Created
Triggers when a new task is created.
Trigger
Schedule
Task Updated
Triggers when an existing task is updated.
Trigger
Schedule
Time Entry Created
Triggers when a new time entry is created within a task.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Add Task To List
Add a task to an additional List.
Action
Write
Create Doc
Create a new doc in a workspace.
Action
Write
Create Goal
Create a new goal in a workspace.
Action
Write
Create Key Result
Create a target within a goal.
Action
Write
Create List
Create a new list in a folder.
Action
Write
Create Task
Create a new task.
Action
Write
Create Task Attachment
Upload a file to a task as an attachment.
Action
Write
Create Task Comment
Create a new comment within a task.
Action
Write
Create Threaded Comment
Create a threaded comment.
Action
Write
Create Time Entry
Create a time entry.
Action
Write
Delete Goal
Delete an existing goal from a workspace.
Action
Write
Delete Key Result
Delete an existing target within a goal.
Action
Write
Delete List
Delete an existing list in a folder.
Action
Write
Delete Task
Delete an existing task.
Action
Write
Edit User On Workspace
Edit an existing user within a workspace.
Action
Write
Get Doc
Get an existing doc from a workspace.
Action
Write
Get Goal
Get an existing goal from a workspace.
Action
Write
Get List
Get an existing list from a folder.
Action
Write
Get Task
Get an existing task.
Action
Write
Get Task Comments
Get comments from a task.
Action
Write
Get Threaded Comments
Get the list of threaded comments.
Action
Write
Get Time Entries By Date Range
Get an existing time entry.
Action
Write
Get Time Entry
Get an existing time entry.
Action
Write
Get User
Get an existing user.
Action
Write
Invite User To Workspace
Invite the user to join the workspace as a member.
Action
Write
Remove Custom Field Value
Remove the data from a Custom Field on a task.
Action
Write
Remove Task From List
Remove a task from an additional List.
Action
Write
Remove User From Workspace
Deactivate a user from a Workspace.
Action
Write
Search Docs
Get a list of the docs.
Action
Write
Set Custom Field Value
Add data to a Custom field on a task.
Action
Write
Update Comment
Update an existing comment.
Action
Write
Update Goal
Update an existing goal within a workspace.
Action
Write
Update Key Result
Update an existing target within a goal.
Action
Write
Update List
Update an existing list in a folder.
Action
Write
Update Task
Update an existing task.
Action
Write
Update Time Entry
Update an existing time entry.
Action
Write
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Doc Created
Triggers when a new doc is created.
Trigger
Schedule
Goal Created
Triggers when a new goal is created.
Trigger
Schedule
Goal Updated
Triggers when an existing goal is updated.
Trigger
Schedule
Key Result Created
Triggers when a new target is created within a goal.
Trigger
Schedule
Key Result Updated
Triggers when an existing target is updated within a goal.
Trigger
Schedule
List Created
Triggers when a new list is created.
Trigger
Schedule
List Updated
Triggers when an existing list is updated.
Trigger
Schedule
Task Comment Created
Triggers when a new comment is created within a task.
Trigger
Schedule
Task Created
Triggers when a new task is created.
Trigger
Schedule
Task Updated
Triggers when an existing task is updated.
Trigger
Schedule
Time Entry Created
Triggers when a new time entry is created within a task.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Add Task To List
Add a task to an additional List.
Action
Write
Create Doc
Create a new doc in a workspace.
Action
Write
Create Goal
Create a new goal in a workspace.
Action
Write
Create Key Result
Create a target within a goal.
Action
Write
Create List
Create a new list in a folder.
Action
Write
Create Task
Create a new task.
Action
Write
Create Task Attachment
Upload a file to a task as an attachment.
Action
Write
Create Task Comment
Create a new comment within a task.
Action
Write
Create Threaded Comment
Create a threaded comment.
Action
Write
Create Time Entry
Create a time entry.
Action
Write
Delete Goal
Delete an existing goal from a workspace.
Action
Write
Delete Key Result
Delete an existing target within a goal.
Action
Write
Delete List
Delete an existing list in a folder.
Action
Write
Delete Task
Delete an existing task.
Action
Write
Edit User On Workspace
Edit an existing user within a workspace.
Action
Write
Get Doc
Get an existing doc from a workspace.
Action
Write
Get Goal
Get an existing goal from a workspace.
Action
Write
Get List
Get an existing list from a folder.
Action
Write
Get Task
Get an existing task.
Action
Write
Get Task Comments
Get comments from a task.
Action
Write
Get Threaded Comments
Get the list of threaded comments.
Action
Write
Get Time Entries By Date Range
Get an existing time entry.
Action
Write
Get Time Entry
Get an existing time entry.
Action
Write
Get User
Get an existing user.
Action
Write
Invite User To Workspace
Invite the user to join the workspace as a member.
Action
Write
Remove Custom Field Value
Remove the data from a Custom Field on a task.
Action
Write
Remove Task From List
Remove a task from an additional List.
Action
Write
Remove User From Workspace
Deactivate a user from a Workspace.
Action
Write
Search Docs
Get a list of the docs.
Action
Write
Set Custom Field Value
Add data to a Custom field on a task.
Action
Write
Update Comment
Update an existing comment.
Action
Write
Update Goal
Update an existing goal within a workspace.
Action
Write
Update Key Result
Update an existing target within a goal.
Action
Write
Update List
Update an existing list in a folder.
Action
Write
Update Task
Update an existing task.
Action
Write
Update Time Entry
Update an existing time entry.
Action
Write
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