Keep Moneybird and ClickUp updated automatically.
This connector fixes that, and we build it on request: what happens in Moneybird lands in ClickUp by itself, in the shape ClickUp expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you create the task or the row yourself, or you just remember it and that fails eventually.
What Moneybird to ClickUp saves you
- Turn every invoice you send from Moneybird into a ClickUp task automatically.
- Turn a Moneybird invoice going overdue into a ClickUp task automatically.
- Turn every paid Moneybird invoice into a ClickUp task automatically.
What travels across the link
Everything this connector moves between Moneybird and ClickUp, and how often.
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Tasks
to ClickUp automaticallyThis lands in ClickUp as a task in the list or project you choose, so follow-up does not depend on someone remembering.
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Rows
to ClickUp automaticallyThis arrives in ClickUp as a new row, so your overview stays complete without you retyping anything.
What each side expects
Moneybird and ClickUp do not describe the world the same way. This is what has to line up.
ClickUp
A task list or table wants to know where something belongs, and only stays usable with a fixed layout.
Setting it up
- 01
Request the connector
Let us know you want to link Moneybird to ClickUp. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Moneybird. A task list or table wants to know where something belongs, and only stays usable with a fixed layout.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
- An account with edit rights, and the list or project it should land in.
Not sure how to get those keys? Step by step:
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Moneybird to ClickUp?
Yes. Schakel connects through the official APIs of Moneybird and ClickUp, so you install nothing on your own server and nothing travels outside those two parties.
Which ClickUp project or list do the tasks land in?
The project or list you choose. That keeps everything in one place rather than scattered, and follow-up does not depend on someone remembering.
Can I decide what goes into the ClickUp task or row?
Yes. When setting it up you pick which details from Moneybird come along, so a task or row in ClickUp has just enough context.
What does connecting Moneybird and ClickUp cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Moneybird sync with ClickUp?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Moneybird or ClickUp is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Moneybird to ClickUp?
You give Schakel access to Moneybird and ClickUp once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Is my Moneybird data safe in this connector?
Your credentials are stored encrypted and we only process what is needed to update ClickUp. We sell nothing on and comply with the GDPR.
Missing something you need?
Tell us what Moneybird and ClickUp should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.