# Connect ClickUp to IRIS KashFlow When **New Comment on a Task** fires in [ClickUp](https://apiant.ai/connections/clickup), your agent runs **Create Invoice** in [IRIS KashFlow](https://apiant.ai/connections/iris-kashflow). Describe the whole flow and it is built, tested on every scenario and kept running. ClickUp **6** triggers ClickUp **22** actions IRIS KashFlow **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ClickUp and IRIS KashFlow to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ClickUp can start in IRIS KashFlow - When **New Comment on a Task** in ClickUp then **Create Invoice** in IRIS KashFlow - When **New Folder** in ClickUp then **Create/Update Customer** in IRIS KashFlow Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ClickUp and IRIS KashFlow ## Triggers and actions 6 triggers · 27 actions - Trigger **New Comment on a Task** Triggers when a new Comment is added to a Task in ClickUp. - Trigger **New Folder** Triggers when new folders are created. - Trigger **New List** Triggers when new lists are created. - Trigger **New Task** Triggers when tasks are added. - Trigger **New Time Entry** Triggers when a new Time Entry is added using ClickUp Time tracking. - Trigger **Task Changes** Triggers when a task changes. - Action **Add Task Checklist** Add a checklist to a task - Action **Archive or Delete Task** Archive or delete ClickUp task - Action **Create Folder** Creates a new folder - Action **Create List** Creates a new list - Action **Create New Document** Create new document in the specific location - Action **Create New Document Page** Create new page in the specific document - Action **Create Space** A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings. - Action **Create Subtask** Creates a new subtask - Action **Create Task** Creates a new task. - Action **Edit Document Page** Edit document page - Action **Find a List of All Tasks** Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields. - Action **Find Custom Fields** View the Custom Fields available on tasks in a specific Team / Space / Folder / List. - Action **Find Documents** Search for documents by location. - Action **Find Task by ID** Find an existing task by its ID. - Action **Find the Most Recent Task** Find the most recent task created in Workspace/Space/Folder/List. - Action **Find User by Name or Email** Find an existing user by their name or their email. - Action **Post a Task Comment** Post a comment to a task - Action **Post Attachment** Post an attachment to a task. - Action **Send Chat Message to Channel** Post a message to a specific channel you choose. - Action **Send Direct Message** Send a direct message to a user or yourself. - Action **Time Tracked** Add time tracked to a task - Action **Update Task** Updates an existing task. - Action **Add Payment** Adds payment to existing invoice from your KashFlow Account - Action **Create Invoice** Creating invoice for KashFlow - Action **Create/Update Customer** Create/Update Customer for Kashflow - Action **Search Customer** Search a latest customer from KashFlow account whose email/code/name matches given string. - Action **Search Invoice** Gets a latest Invoice from KashFlow account whose invoice number or customer reference number matches given string. ## Each app on its own - [ **ClickUp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connections/clickup) - [ **IRIS KashFlow** IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from...](https://apiant.ai/connections/iris-kashflow) Reviews ## What our customers say ## More from ClickUp - [ **ClickUp to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clickup-to-hubspot) - [ **ClickUp to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clickup-to-slack) - [ **ClickUp to Google Sheets** Google Sheets](https://apiant.ai/connect/clickup-to-google-sheets) - [ **ClickUp to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clickup-to-google-calendar) - [ **ClickUp to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/clickup-to-mailchimp) - [ **ClickUp to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/clickup-to-shopify) ## More into IRIS KashFlow - [ **HubSpot to IRIS KashFlow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iris-kashflow) - [ **Salesforce to IRIS KashFlow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iris-kashflow) - [ **Slack to IRIS KashFlow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iris-kashflow) - [ **Google Sheets to IRIS KashFlow** Google Sheets](https://apiant.ai/connect/google-sheets-to-iris-kashflow) - [ **Gmail to IRIS KashFlow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iris-kashflow) - [ **Google Calendar to IRIS KashFlow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iris-kashflow) Questions ## ClickUp and IRIS KashFlow, answered ### ### What can start an automation from ClickUp? Any of ClickUp's 6 triggers in the catalog, including New Comment on a Task, New Folder, New List and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in IRIS KashFlow when something happens in ClickUp? Any of IRIS KashFlow's 5 actions, including Create Invoice, Create/Update Customer, Add Payment and Search Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from IRIS KashFlow to ClickUp? IRIS KashFlow has no triggers in the catalog today, so automations start in ClickUp. If you need the other direction, ask: your agent reads IRIS KashFlow's API documentation and adds it. ### ### Do I have to build a connector for ClickUp or IRIS KashFlow? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.