Airtable + bexio
Manage new or updated bexio persons by creating or updating records in Airtable
Keep your contacts up-to-date across your tools with the help of this workflow. Whenever there's a new or updated person in bexio, this automation will create or update a record in your Airtable. This means you'll have a consistent, accurate record of your contacts in both bexio and Airtable, saving you time and ensuring accuracy.
Keep your contacts up-to-date across your tools with the help of this workflow. Whenever there's a new or updated person in bexio, this automation will create or update a record in your Airtable. This means you'll have a consistent, accurate record of your contacts in both bexio and Airtable, saving you time and ensuring accuracy.
- When this happens...New/Updated Person
Triggers when a person is added or updated.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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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
