Generate invoices when project milestones finish
When a task is completed in ClickUp, automatically create an invoice in Proposify so billing occurs immediately without delay.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Proposify Explore Proposify →
TriggersFires when a new invoice is created in Proposify.
Fires when a payment is recorded in Proposify.
Fires when an invoice in Proposify passes its due date unpaid.
Fires when a new expense is recorded in Proposify.
Creates a new invoice in Proposify.
Records a payment against an invoice in Proposify.
Creates a new expense entry in Proposify.
Syncs a customer's billing record in Proposify.
ClickUp Explore ClickUp →
TriggersFires when a new task or card is created in ClickUp.
Fires when a task in ClickUp is marked complete.
Fires when a task's due date in ClickUp is coming up.
Fires when a comment is added to a task in ClickUp.
Creates a new task in ClickUp.
Updates a task's status or assignee in ClickUp.
Posts a comment on a task in ClickUp.
Moves a task in ClickUp to a different board or list.
More Proposify + ClickUp workflows
Move project tasks when invoices become overdue
When an invoice is marked overdue in Proposify, automatically move the associated project task in ClickUp to an on-hold stage.
See details
Add task notes when client payments are received
When a payment is received in Proposify, automatically add a comment to the client task in ClickUp confirming payment receipt.
See details
See all Proposify + ClickUp integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate invoices when project milestones finish” between Proposify and ClickUp?
Yes — describe it in the box above and Knit's Integrations Agent researches Proposify and ClickUp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting ClickUp with Proposify help our finance team?
It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.
Can payment updates in Proposify alter project tasks in ClickUp?
Yes, when a payment is received or an invoice becomes overdue in Proposify, you can automatically move or update tasks in ClickUp.