How to connect Active Collab + bexio
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- New CommentTriggers when a comment is added to an object in Active Collab.Trigger
- New ProjectTriggers when new project is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task ClosedTriggers when a task is closed in Active Collab.Trigger
- New Task ListTriggers when a new task list is created in a project in Active Collab.Trigger
- Task MovedTriggers when a task is moved to another task list.Trigger
- Time TrackedUser has tracked time on project or task.Trigger
- Add Comment to TaskCreates a new comment in selected task.Action
- Active Collab
Creates a new company.
Scheduled
Action
- Active Collab
Completes a project.
Scheduled
Action
- Active Collab
Completes a task.
Scheduled
Action
- Active Collab
Creates a new project.
Scheduled
Action
- Active Collab
Creates a task.
Scheduled
Action
- Active Collab
Creates a new discussion in a project.
Scheduled
Action
- Active Collab
Adds a new comment to discussion.
Scheduled
Action
- Active Collab
Invites a new user to a project.
Scheduled
Action
- bexio
Triggers when a new bank account transaction is processed (Cash accounts are not supported).
Scheduled
Trigger
- bexio
Triggers when a company is added or updated.
Scheduled
Trigger
- bexio
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
Scheduled
Trigger
- bexio
Triggers when a Order is created or updated with the chosen status (line items not provided).
Scheduled
Trigger
- bexio
Triggers when a person is added or updated.
Scheduled
Trigger
- bexio
Triggers new Products.
Scheduled
Trigger
- bexio
Triggers when a Project is created or updated with the chosen status.
Scheduled
Trigger
- bexio
Triggers when a quote is created or updated with the chosen status (line items not provided).
Scheduled
Trigger
- bexio
Creates a manual entry in accounting.
Scheduled
Action
- bexio
Create a new company.
Scheduled
Action
- bexio
Create a new person.
Scheduled
Action
- bexio
Updates a person.
Scheduled
Action
- bexio
Uploads a file to Inbox.
Scheduled
Action
- bexio
Create a product based sales invoice.
Scheduled
Action
- bexio
Exports an existing sales invoice as a PDF document.
Scheduled
Action
- bexio
Send a Sales-Invoice to an E-Mail address.
Scheduled
Action
- bexio
Create a sales order based products.
Scheduled
Action
- bexio
Creates a product.
Scheduled
Action
- bexio
Updates a product.
Scheduled
Action
- bexio
Creates a project.
Scheduled
Action
- bexio
Create a sales quote based products.
Scheduled
Action
- bexio
Creates a time tracking.
Scheduled
Action
- bexio
Updates a company.
Scheduled
Action
- bexio
Finds an existing account.
Scheduled
Action
- bexio
Find a company.
Scheduled
Action
- bexio
Find a country.
Scheduled
Action
- bexio
Search an invoice.
Scheduled
Action
- bexio
Search an order.
Scheduled
Action
- bexio
Find a person.
Scheduled
Action
- bexio
Finds an existing product by name or code.
Scheduled
Action
- bexio
Search a project.
Scheduled
Action
- bexio
Search an quote.
Scheduled
Action
- bexio
Finds or creates a company.
Scheduled
Action
- bexio
Finds or creates a person.
Scheduled
Action
- bexio
Finds or creates a product.
Scheduled
Action
How Active Collab + bexio Integrations Work
- Step 1: Authenticate Active Collab and bexio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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