ClickUp to Xero Automations

MESA is the most flexible way automate ClickUp to Xero. Easily add workflows to simplify your work.

Rated 4.7 out of 5 stars on the Shopify App Store

Build your own workflows.

MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.

Code
Name
Account ID
Type
Bank Account Number
Status
Description
Bank Account Type
Currency Code
Tax Type
Enable Payments To Account
Show In Expense Claims
Class
System Account
Reporting Code
Reporting Code Name
Updated Date U T C
Add To Watchlist

Contact ID
Merged To Contact ID
Contact Number
Account Number
Contact Status
Name
First Name
Last Name
Company Number
Email Address
Skype User Name
Contact Persons
Bank Account Details
Tax Number
Accounts Receivable Tax Type
Accounts Payable Tax Type
Addresses
Phones
Is Supplier
Is Customer
Sales Default Line Amount Type
Purchases Default Line Amount Type
Default Currency
Xero Network Key
Sales Default Account Code
Purchases Default Account Code
Sales Tracking Categories
Purchases Tracking Categories
Tracking Category Name
Tracking Category Option
Payment Terms
Updated Date U T C
Contact Groups
Website
Branding Theme
Discount
Balances
Attachments
Status Attribute String

Employee ID
Status
First Name
Last Name
External Link
Updated Date U T C
Status Attribute String

Contacts

Create a Purchase Order Attachment

Create an attachment for a purchase order.

Account ID
Code
Name
Type
Bank Account Number
Status
Description
Bank Account Type
Currency Code
Tax Type
Enable Payments To Account
Show In Expense Claims
Reporting Code
Add To Watchlist

View all

Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.

Why automate ClickUp to Xero?

ClickUp to Xero automations get more done in less time. Automate the everyday tasks holding back your potential growth.

Auto-create tasks from new orders

When a Shopify order comes in, automatically create a ClickUp task with order details. Assign to fulfillment team, set due dates, and track progress without manual entry.

Sync support tickets to project tasks

Turn Help Scout or Zendesk tickets into ClickUp tasks instantly. Keep your team aligned on customer issues without switching between platforms or duplicating work.

Update task status from external events

When a shipment delivers or a payment clears, automatically update the corresponding ClickUp task status. Keep projects current without manual status checks or updates.

Track inventory issues automatically

Low stock alerts or inventory discrepancies trigger ClickUp tasks for your operations team. Set priorities based on urgency and never miss a restock deadline again.

Create tasks from form submissions

Tally or Typeform submissions automatically become ClickUp tasks. Route requests to the right team, set priorities, and ensure nothing falls through the cracks.

Automated Sales Reconciliation

Every time you make a sale on Shopify, the details can be sent to Xero. This eliminates manual data entry, saving you both time and reducing the chance of errors.

Inventory Sync

Manage your inventory levels across platforms seamlessly. When you update stock quantities in Shopify, Xero is automatically updated, keeping all records consistent.

Streamlined Invoicing

Generate invoices in Xero straight from your Shopify orders. You can customize these invoices, set up automated reminders, and track them all in one place.

Expense Tracking

Track and manage expenses directly through Xero. Whether it’s shipping costs, packaging, or third-party services, all your expenses can be centrally managed and analyzed.

Multi-currency Support

If you're selling internationally, Xero can automatically convert and reconcile multiple currencies, making it easier to manage a global business.

Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.

How MESA works

MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.

Step 1.

Start with a trigger

Select a trigger that sets your workflow in motion.

This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.

Triggers are the starting points that tell MESA when to act.

Step 2.

Add an action

Next, choose the action that should follow the trigger.

Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.

Linking actions to triggers is how you build a seamless workflow process.

Step 3.

Personalize

Make your workflow even more flexible using built-in apps.

Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.

Personalization ensures your workflows fit your unique business requirements.

All set!

You just made a workflow

Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.

With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.

Fully supported by automation experts.

Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.

Knowledge Base

Training guides, tutorials, and platform documentation.

View resources

Service Partners

Consult on automation strategy to build your workflow.

Find a partner

Contact us

5-star customer support and live chat for automations.

Ask the experts

Multiply your impact without multiplying your effort.

Try MESA for free! 7-day trial included

ClickUp to Xero Automations | MESA

ClickUp to Xero Automations

Build your own workflows.

Account Updated

Contact Updated

Employee Updated

Bulk Create Contacts

Create a Purchase Order Attachment

Create Account

Why automate ClickUp to Xero?

Auto-create tasks from new orders

Sync support tickets to project tasks

Update task status from external events

Track inventory issues automatically

Create tasks from form submissions

Automated Sales Reconciliation

Inventory Sync

Streamlined Invoicing

Expense Tracking

Multi-currency Support

Automate your work in less clicks

How MESA works

Start with a trigger

Add an action

Personalize

You just made a workflow

Fully supported by automation experts.

Knowledge Base

Service Partners

Contact us

Multiply your impact without multiplying your effort.

ClickUp to Xero Automations

Build your own workflows.

Account Updated

Contact Updated

Employee Updated

Expense Claim Updated

Invoice Updated

Payment Updated

Purchase Order Updated

Quote Updated

Receipt Updated

User Updated

Task Assignee Updated

Task Comment Posted

Task Comment Updated

Task Created

Task Deleted

Task Due Date Updated

Task Moved

Task Priority Updated

Task Status Updated

Task Tag Updated

Task Time Estimate Updated

Task Time Tracked Updated

Task Updated

Bulk Create Contacts

Create a Purchase Order Attachment

Create Account

Create Allocation for Overpayment

Create Attachment

Create Attachment for Repeating Invoice

Create Bank Transaction

Create Bank Transaction Attachment

Create Bank Transfer

Create Bank Transfer Attachment by File Name

Create Batch Payment

Create Branding Theme Payment Service

Create Contact Attachment by File Name

Create Contact for Contact Group

Create Contact Group

Create Credit Note

Create Credit Note Allocation

Create Credit Note Attachment

Create Currency

Create Draft Fixed Asset

Create Employee

Create Expense Claim

Create Feed Connection

Create File Association

Create Fixed Asset Type

Create Folder

Create History Record for Bank Transaction

Create History Record for Bank Transfer

Create History Record for Batch Payment

Create History Record for Contact

Create History Record for Invoice

Create History Record for Item

Create History Record for Manual Journal

Create History Record for Overpayment

Create History Record for Payment

Create History Record for Prepayment

Create History Record for Purchase Order

Create History Record for Quote

Create History Record for Repeating Invoices

Create Invoice

Create Invoice's Attachment by File Name

Create Item

Create Leave Application

Create Linked Transaction

Create Manual Journal Attachment

Create Manual Journals

Create Multiple Payments for Invoices or Credit Notes

Create or Update Contacts

Create or Update Credit Notes

Create or Update Employee

Create or Update Item

Create or Update Manual Journal

Create or Update Purchase Order

Create or Update Quote

Create or Update Repeating Invoice's