Airtable + bexio
Create or update Airtable records from new sales-invoices in bexio
Boost productivity with this streamlined workflow that connects bexio and Airtable. Every time a new sales invoice surfaces in bexio, a record is swiftly created or updated in Airtable. This meaningful connection ensures timely record management and allows you to focus on other vital parts of your business, reducing manual data input. This integration assures that your invoicing process is efficient and your Airtable records are always up to date.
Boost productivity with this streamlined workflow that connects bexio and Airtable. Every time a new sales invoice surfaces in bexio, a record is swiftly created or updated in Airtable. This meaningful connection ensures timely record management and allows you to focus on other vital parts of your business, reducing manual data input. This integration assures that your invoicing process is efficient and your Airtable records are always up to date.
- When this happens...New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
- 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
