bexio + Kelloo
Create or update Kelloo work items with every new project in bexio
This workflow initiates whenever a new project is started in bexio. It streamlines your project management efforts by instantly creating or updating a work item in Kelloo. Facilitate seamless project updates and ensure effective resource planning with this smart automation. Stay organized and up-to-date without any more manual update hassles.
This workflow initiates whenever a new project is started in bexio. It streamlines your project management efforts by instantly creating or updating a work item in Kelloo. Facilitate seamless project updates and ensure effective resource planning with this smart automation. Stay organized and up-to-date without any more manual update hassles.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Creates or Updates a Work Item
Creates or updates a Work Item
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New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required