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Airtable + bexio

Create new Airtable records from new bexio sales invoices

Instantly streamline your sales and data management process with this automation. When a new sales-invoice arises in Bexio, it immediately triggers a new record creation in Airtable. This allows you effortlessly to keep your data up-to-date and eliminates the need for manual data entry, saving your business time and enhancing productivity. Experience the convenience of automated workflows today.

Instantly streamline your sales and data management process with this automation. When a new sales-invoice arises in Bexio, it immediately triggers a new record creation in Airtable. This allows you effortlessly to keep your data up-to-date and eliminates the need for manual data entry, saving your business time and enhancing productivity. Experience the convenience of automated workflows today.

  1. When this happens...
    bexiobexio
    New Sales-Invoice

    Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Scheduled
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    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Scheduled
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    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
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    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Scheduled
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    • State of Project

    • Trigger each status changeRequired

    Trigger
    Scheduled
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    • Combined 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

    Action
    Write
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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  • Databases

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bexio logo

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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