Connect ClickUp with Bling

Unlock the superpowers of ClickUp + Bling and automate your tasks without having to write a single line of code.

ClickUp and Bling
your way

Check out the available triggers and actions in the automation of apps ClickUp + Bling

ClickUp-icon

Created task

For each created task on ClickUp

Trigger

Information from ClickUp that can be used and sent to other apps.

Task Name

End date

Description

Initial date

Task creator

List name

Task URL

ID of those responsible separated by comma

Responsible persons separated by comma

Email of those responsible separated by comma

Color of those responsible separated by comma

Initials of those responsible for the task

Task ID

Task creation date

Task Status

Task priority

Task folder name

Tags

Project name

Update date

Estimated task time

Time spent on task

Task creator email

List ID

Task 'parent' task

Checklists

Space ID

Project ID

Task end date

Task points

Task creator ID

I give status

Linked tasks

Folder ID

Orderindex

Name of attachments separated by comma

Comma-separated attachment link

Name and link of attachments separated by comma

Bling-icon

New customer or registered supplier

For each registered client or supplier on Bling

Trigger

Information from Bling that can be used and sent to other apps.

Contact: State registration indicator

Contact: Name

Contact: Code

Contact: Situation

Contact: Document number

Contact: Phone number

Contact: Phone number

Contact: Trade name

Contact: Type

Contact: State registration

Contact: ID

Contact: Issuing authority

Contact: Email

Address: Street

Address: ZIP code

Address: Neighborhood

Address: City

Address: State

Address: Number

Address: Complement

Billing: Street of the address

Billing: ZIP code of the address

Billing: Neighborhood of the address

Billing: City of the address

Billing: State of the address

Billing: Address number

Billing: Address complement

Contact: Birthday

Contact: Gender

Contact: Place of birth

Contact: Credit limit

Contact: Payment terms

Contact: Country

Contact: Type

Contact: Type of entity

Seller's name

Bling-icon

Sales order with a specific status

When a sales order reaches a certain status on Bling

Trigger

Information from Bling that can be used and sent to other apps.

Order: ID

Order: Number

Order: Virtual store number

Pedido: Date

Order: Departure date

Order: Estimated date

Order: Item value

Order: Sales value

Order: Purchase number

Order: Seller's name

Order: Seller's ID

Order: Other expenses

Order: Observations

Order: Internal observations

Order: Status

Marketplace fee

Shipping fee

Item value with comma

Sales value with comma

Order category

Customer: ID

Customer: Name

Customer: Trade name

Customer: CPF/CNPJ

Customer: Birth date

Customer: ID

Customer: State Registration Indicator

Customer: State registration

Customer: Street

Customer: ZIP code

Customer: Neighborhood

Customer: City

Customer: State

Customer: Address number

Customer: Address complement

Customer: Billing address street

Customer: ZIP code of the billing address

Customer: Neighborhood of the billing address

Customer: City of the billing address

Customer: State of the billing address

Customer: Address number of billing address

Customer: Address complement of billing address

Customer: Email

Customer: Mobile phone number

Customer: Phone number

Customer: Mobile phone (numbers only)

Customer: Telephone (numbers only)

Shipping: Value

Shipping: Number of volumes

Shipping: Gross weight

Shipping: Delivery time

Shipping: Carrier ID

Shipping: Carrier name

Delivery: Recipient of the address

Delivery: Street

Delivery: Address number

Delivery: Address complement

Delivery: City

Delivery: Neighborhood

Delivery: ZIP code

Delivery: State

Shipping: Tracking code

Logistics services IDs (separated by commas)

Items: Code

Items: Description

Items: Quantity

Items: Amount

Items: Discount

Items: Description-Quantity

Items: Code-Description-Quantity-Unit value-Discount

Items: Total quantity

Items: [Code] Description: Unit value x Quantity

Items: Description (with line break)

Items: Quantity (with line break)

Order: Total quantity of products

Items in format: Quantity - Description - Total value (separated by line break)

Taxation: ICMS value

Taxation: IPI

Order: Store ID

Store description

Store integration type

Intermediary: CNPJ

Intermediary: Name

Order: Discount value

Order: Discount unit

Order: Invoice ID

Installment: Quantity

Installments: Value - Due date

Installments: Due date

Installments: Observations

Payment method: ID

Payment method in format: Payment method name

Installment: Due date of the first installment

ClickUp-icon

Updated task status

When a task reaches a certain status on ClickUp

Trigger

Information from ClickUp that can be used and sent to other apps.

Task name

End date

Description

Initial date

Task creator

List name

Task URL

ID of those responsible separated by comma

Responsible persons separated by comma

Email of those responsible separated by comma

Color of those responsible separated by comma

Initials of those responsible for the task

Task ID

Task creation date

Task status

Task priority

Task folder name

Tags

Project name

Update date

Estimated task time

Time spent on task

Task creator email

List ID

Task 'parent' task

Checklists

Space ID

Project ID

Task end date

Task points

Task creator ID

I give status

Linked tasks

Folder ID

Orderindex

Name of attachments separated by comma

Comma-separated attachment link

Name and Link of attachments separated by comma

Bling-icon

Invoice issued

For each new issued invoice on Bling

Trigger

Information from Bling that can be used and sent to other apps.

Invoice: ID

Invoice: Situation

Invoice: Number

Invoice: Emission date

Contact: ID

Contact: Name

Contact: Document number

Contact: Email

Contact: Code

Contact: Status

Contact: Cellphone

Contact: Trade name

Contact: Type

Contact: State registration indicator

Contact: Document issuing authority

Contact: Date of birth

Contact: Gender

Contact: Place of birth

Contact: Credit limit

Contact: Payment condition

Contact: Country

Contact: Type descriptions

Contact: People descriptions

Contact: Address

Contact: Address number

Contact: Address complement

Contact: Neighborhood

Contact: Zip code

Contact: City

Contact: State

Billing: Address

Billing: Address number

Billing: Address complement

Billing: Neighborhood

Billing: ZIP code

Billing: City

Billing: State

(Only NFe) Invoice's access key

(Only NFe) Invoice's XML

Invoice's DANFE link (Only NFe)

Invoice's PDF link (Only NFe)

(only NFe) Invoice value

(Only NFe) Freight paid by the invoice

(Only NFe) Invoice's transporter name

(Only NFe) Carrier document

(Only NFe) Transport label name

(Only NFe) Transport label address

(Only NFe) Transport address number

(Only NFe) Transport address complement

(Only NFe) City of the transport address

(Only NFe) State of the transport address

(Only NFe) ZIP code of the transport address

(Only NFe) Neighborhood of the transport address

(Except NFSe) Invoice type

(Except NFSe) Invoice operation date

(Except NFSe) State registration of the contact on the invoice

(Except NFSe) ID of the contact on the invoice

(Except NFSe) Phone number on the invoice

(except service invoice) Operation nature ID

(except service invoice) Operation nature description

(Only NFSe) Invoice's RPS number

(Only NFSe) Invoice series

(Only NFSe) Invoice's value

Store ID

Store description

Store integration type

Bling-icon

New business proposal created

When a new business proposal is created on Bling

Trigger

Information from Bling that can be used and sent to other apps.

Proposal: Situation

Proposal: Date

Proposal: Total

Proposal: Products total

Proposal: Number

Contact: ID

Invoice: Contact's name

Invoice: Contact document number

Invoice: Contact email

Invoice: Contact code

Invoice: Contact situation

Invoice: Contact cellphone number

Invoice: Fantasy name

Invoice: Type

Invoice: Contact IE indicator

Invoice: Document issuing authority of the contact

Invoice: Contact's birthday

Invoice: Contact's gender

Invoice: Contact's naturality

Contact: Credit limit

Invoice: Contact payment condition

Invoice: Contact's country name

Invoice: Contact type descriptions

Invoice: Description of the contact's people

Invoice: Contact's address

Invoice: Contact's address number

Invoice: Contact's address complement

Invoice: Contact's neighborhood

Invoice: Contact's postal code

Invoice: Contact's city

Invoice: Contact's state

Invoice: Contact's billing address

Invoice: Contact's billing address number

Invoice: Contact's billing address complement

Invoice: Billing address neighborhood of the contact

Invoice: Billing address postal code of the contact

Invoice: Billing address city of the contact

Invoice: Billing address state of the contact

Store: ID

Store: Description

Store: Integration type

Proposal: Discount

Proposal: Other expenses

Proposal: Warranty

Proposal: Next contact date

Proposal: Observations

Proposal: Internal observations

Proposal: Other items total

Proposal: Responsible person

Proposal: Introduction

Proposal: Delivery time

Product ID

Product description

Product unit

Product quantity

Product discount

Product value

Product description

Number of days to due

Installment value

Installment due date

Installment observations

Payment method ID

Proposal: Seller's name

Proposal: Freight modality

Proposal: Freight value

Proposal: Number of volumes

Proposal: Delivery time

Proposal: Gross weight

Proposal: Transport contact ID

Proposal: Transporter name

Proposal: Volume ID

Proposal: Transport service

Bling-icon

Accounts receivable created

When an account receivable is created on Bling

Trigger

Information from Bling that can be used and sent to other apps.

Account: Situation

Account: Due date

Account: Value

Account: Emission date

Account: Fiscal code of the payment method

Account: Description of the accounting account

Account: Origin type

Account: Origin number

Account: Original emission date

Account: Value origin

Account: Origin situation

Account: Source URL

Account: Balance

Account: Original due date

Account: Document number

Account: Competency date

Account: History

Account: Bank number

Contact: Name

Contact: Document

Contact: Type

Account: Type of occurrence

Contact: Code

Contact: Situation

Contact: Mobile phone

Contact: Fantasy name

Contact: State registration indicator

Contact: Issuing authority of the document

Contact: Birthday

Contact: Gender

Contact: Place of birth

Contact: Credit limit

Contact: Payment condition

Contact: Country

Contact: Type descriptions

Contact: People descriptions

Contact: Address

Contact: Address number

Contact: Address complement

Contact: Neighborhood

Contact: Zip code

Contact: City

Contact: State

Contact: Billing address

Contact: Billing address number

Contact: Billing address complement

Contact: Billing address neighborhood

Contact: Billing address CEP

Contact: Municipality of the billing address

Contact: Billing address state

Bling-icon

Sales order created

When a sales order is created on Bling

Trigger

Information from Bling that can be used and sent to other apps.

Order: ID

Order: Number

Order: Virtual store number

Order: Date

Order: Departure date

Order: Estimated date

Order: Item value

Order: Amount

Order: Purchase number

Order: Salesperson name

Order: Seller ID

Order: Other expenses

Order: Observations

Order: Internal observations

Order: Status

Marketplace fee

Shipping fee

Item value with comma

Sales value with comma

Order category

Customer: ID

Customer: Name

Customer: Trade name

Customer: CPF/CNPJ

Customer: Birth date

Customer: ID

Customer: State Registration Indicator

Customer: State registration

Customer: Street

Customer: ZIP code

Customer: Neighborhood

Customer: City

Customer: State

Customer: Address number

Customer: Address complement

Customer: Street of the billing address

Customer: ZIP code of the billing address

Customer: Neighborhood of the billing address

Customer: City of the billing address

Customer: State of the billing address

Customer: Address number of the billing address

Client: Address complement of the billing address

Customer: Email

Customer: Mobile phone number

Customer: Phone number

Customer: Mobile phone (numbers only)

Customer: Telephone (numbers only)

Order: Shipping cost

Shipping: Number of packages

Shipping: Gross weight

Shipping: Delivery time

Shipping: Carrier ID

Shipping: Carrier name

Delivery: Recipient of the delivery address

Delivery: Street

Delivery: Number of address

Delivery: Address complement

Delivery: City

Delivery: Neighborhood

Delivery: ZIP code

Delivery: State

Shipping: Tracking code

Logistics services IDs (separated by commas)

Items: Code

Items: Description

Items: Quantity

Items: Amount

Items: Discount

Items: Description-Quantity

Items: Code-Description-Quantity-Unit value-Discount

Items: Total quantity

Items: [Code] Description: Unit value x Quantity

Items: Description - with line break

Items: Quantity - with line break

Order: Total quantity of products

Items in format: Quantity - Description - Total value (separated by line break)

Taxation - ICMS amount

Taxation: IPI

Order: Store ID

Store description

Store integration type

Intermediary: CNPJ

Intermediary: User name

Order: Discount value

Order: Discount per unit

Order: Invoice ID

Installment: Quantity

Installments: Value - Due date

Installments: Due date

Installments: Observations

Payment method: ID

Payment method in format: Payment method name

Installment: Due date of the first installment

ClickUp-icon

Create/update task

create or update a new task on ClickUp

Action

Fields in ClickUp that can receive information from other apps.

Task update settings

Task name Required

Task description

Responsible for the task

Task status

Task Tags

Task priority

Task due date

Task start date

Notify users?

checklist name

checklist items

Separator

Bling-icon

Generate accounts receivable

generate accounts receivable in Bling

Action

Fields in Bling that can receive information from other apps.

Bill's contact name Required

Person type Required

CPF/CNPJ of the contact

Email Required

Due date of the invoice Required

Amount of the invoice Required

Payment method

Contact's document number

Issuance date of the invoice

Date of competency of the invoice

Account category

Account history

Type of contribution

State registration

Contact type

Cellphone

State address

Trade name

Contact's phone number

Street address

Address number

Address complement of the contact

Neighborhood of the contact's address

ZIP code of the contact's address

City of the contact's address

Account selection strategy

Account

Account: Name

Bling-icon

Create or update registry (clients and suppliers)

create/update a registration (customers and vendors) on Bling

Action

Fields in Bling that can receive information from other apps.

Name or company name of the contact Required

Person type Required

Contact CPF or CNPJ

Email

Contact's code

Trade name of the contact

Type of contribution

State registration

Type contact

Contact's phone number

Contact's mobile number

Address: Street

Address: Number

Address: Complement

Address: Neighborhood

Address: ZIP code

Address: City

Address: State

Customer's birth date

Bling-icon

Issue an invoice

Issue an invoice in Bling

Action

Fields in Bling that can receive information from other apps.

Client: Name Required

Client: Email Required

Client: Address Required

Client: Address number Required

Client: Address complement

Client: Address neighbourhood Required

Client: Address ZIP code Required

Client address city Required

Client: State Required

Client: CPF/CNPJ Required

Client: Phone number

Invoice: Number

Client IE

Client: Municipal Registration

Invoice: Description of the service

Invoice: Service amount

Invoice: Service list code

Invoice: Emission date (format dd/mm/aaaa)

Invoice: Name of the seller registered in the system

Invoice: RPS number of the order

Invoice: Withholding of ISS

Discount value

Invoice: Payment terms

Invoice: Model of the referenced document

Client: Person type

Client IE

Client: ID

Client: Contributor

Client: Country

Delivery: Service Alias

Delivery: Tracking Code

Invoice: Type

Invoice: Finality

Invoice: Store ID

Invoice: Name of the nature of operation

Invoice: Date of Departure

Invoice: Date of the original invoice

Invoice: Number of the original invoice

Invoice: Original invoice series number

Invoice: Original coupon COO

Invoice: Original invoice access key

Installments: Number

Installments: Observation

Installments: Invoice start due date

Installments: Payment method

Carrier: Name

Carrier: CPF or CNPJ

Carrier: State Registration

Carrier: ID

Carrier: Address and number

Carrier: City

Carrier: State

Carrier: Vehicle license plate

Carrier: State of the vehicle

Carrier: Vehicle brand

Carrier: Type of freight

Carrier: Number of packages

Carrier: Gross weight of the package

Carrier: Net weight of the package

Carrier: Name of the postal service

Carrier: Recipient name

Carrier: Recipient address

Carrier: Recipient address number

Carrier: Recipient address complement

Carrier: Recipient address county

Carrier: Recipient address state acronym

Carrier: Recipient ZIP code

Carrier: Recipient neighbourhood

Carrier: Freight value

Carrier: Insurance value

Invoice: Expenses value

Discount value

Invoice: Order remarks

Intermediator: CNPJ

Intermediary: Username or seller profile identification

Product: Item Description

Product: Item value

Product: Item amount

Product: Item identification code

Product: Item type

Product: Item origin

Product: Item gross weight

Product: Item net weight

Invoice: Purchase Order Number

Invoice: Fiscal Classification of the Item - NCM

Invoice: CEST Code

Product: Additional Description

Bling-icon

Sales order (single item)

create a sales order on Bling

Action Premium

Fields in Bling that can receive information from other apps.

Order date Required

Items type Required

Order item code

Items description Required

Item quantity Required

Item unit value Required

Name or company name of the contact Required

Person type Required

Contact CPF or CNPJ

Contact's code

Email

Type of contribution

State registration

Type of registration

Cellphone

UF address

Order status

Trade name

Phone number

Street address

Number address

Complement address

Neighborhood address

ZIP code

City

Contact birth date

Order departure date

Expected delivery date

Order discount value

Discount unit type

Other expenses

Payment condition

Data de vencimento da primeira parcela

Installments' quantity

Installment notes

Salesperson selection strategy

Vendedor

Salesperson: Name

Category selection strategy

category

Category: Name

Recipient's name of the order

Street of the delivery address

Number of the delivery address

Address complement of the delivery address

City of the delivery address

State of the delivery address

ZIP code of the delivery address

Neighborhood of the delivery address

Shipping type

Order weight

Cost of freight

Order number on online store

Notes

Internal notes

Store ID

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Automate ClickUp and Bling
with Pluga integrations

Explore automation templates

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How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate ClickUp + Bling
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
ClickUp-icon

ClickUp

Project

ClickUp is a task and team management app. The platform assists various teams, including marketing, sales, IT, HR, and others, that aim to optimize their routines.

Integrations with ClickUp Visit ClickUp
Bling-icon

Bling

ERP

Bling is an ERP aimed at facilitating business management. Its features include issuing invoices and payslips, stock control, and financial management.

Integrations with Bling Visit Bling

Frequently Asked Questions

  • With Pluga, you can easily automate ClickUp com Bling . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By automating ClickUp with Bling on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between ClickUp, Bling, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.