An invoice to the client — from one status change

Move a task in clickUp into the right status — the scenario creates the customer in HaloPSA, issues and sends the invoice and notifies the team at Brevo.

  • The invoice issues itself
  • The customer is created in HaloPSA for you
  • The team is told by email at Brevo
  • The task in clickUp is marked handled
ClickUp
Set it up for yourselfScriptera

How it works

To get HaloPSA notifications in Brevo, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: ClickUp Trigger
  2. Check: Status = send invoice
  3. If yes: ClickUp
  4. Then: Create Customer
  5. Then: Create Invoice
  6. Then: Create item invoice
  7. Then: Send invoice
  8. Then: Send email to you/team

You can launch this HaloPSA + Brevo integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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