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@rolle

I would like to find an app for my team that is crossover between project-management and financial planing.

The best bet from what I found is #Clickup which claims to be an "everything app" but I haven't tested it yet in depth. I also got #Asana as a suggestion

I'm affraid of the financial planing side of things, since I believe that Clickup is very limited in this domain and other finance planing focused apps I have previously worked with are awful in their UX. 🤷‍♂️
Any tips or ideas?

This #Make automation triggers whenever a #Stripe invoice is paid. 💸 🤖

The paid invoice contains the corresponding #ClickUp task ID related to the deal as metadata.

With this information, the automation retrieves details from the task, downloads the Stripe invoice, and uploads it in the corresponding G-Drive client folder.

Finally, the deal status is updated to "DEAL WON", and a new automation, which will manage the new project, is triggered through a webhook! 🚀
#ProjectManagement #Automation

🚀 Automating Client Management: From #clickup to #stripe in Seconds!

Tired of manually adding clients to Stripe? With this automation I streamlined the process with ClickUp and #make:

✅ When I update a task status from “Prospect” to “Client” in ClickUp…
⚙️ The automation kicks in:
• Pulls task info 📋
• Creates the customer in Stripe 💳
• Updates contact details 📝
• Sends the Stripe Customer ID back to ClickUp 🔄

⚡ Zero manual input.