ClickUp + Xero workflows
MESA is the fastest way to automate ClickUp to Xero. MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.
No templates yet? We'll help you build it
Our automation experts can help you create a custom ClickUp to Xero workflow tailored to your needs.
Get hands-on support from our team to design and set up the workflow you're after—no code required.
Get help building your workflow →1,000+ merchants trust MESA to help them multiply their impact without multiplying their work.
Ready to integrate ClickUp with Xero? Try MESA free for 7 days.
Our support team will help you set up your first workflow for free.
Build any workflow with these ClickUp and Xero steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more ClickUp docs in our knowledge base.
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.
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.
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.Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.
Real humans, always
Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.
