Connect ClickUp and Thomson Reuters ONESOURCE to Build Intelligent Automations
Enable Integrations or automations with these events of ClickUp and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of ClickUp and Thomson Reuters ONESOURCE
Triggers
New Folder
Triggers when a new folder is created.
New List
Triggers when a new list is created.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Actions
Get all Lists
Get all lists in a folder
Get all Teams
Get a list of all teams
Get all Spaces
Get a list of all spaces
Get all Tasks
Get a list of all tasks
Get all Folders
Get a list of all folders
Create Task
Create a new task in a specified ClickUp list and set details such as title, description, assignees, tags, status, priority, start/due dates, and watchers.
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your ClickUp and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how ClickUp data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.
The data sync between ClickUp and Thomson Reuters ONESOURCE typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClickUp and Thomson Reuters ONESOURCE. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn More
About Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.
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