Asana + bexio
Start new Asana projects from templates whenever new projects are created in bexio
Streamline your project management process with this efficient workflow. Whenever a new project is initiated in bexio, it will create a Project from a Template in Asana. This ensures your project structure remains consistent, saving you time and effort on setting up your projects manually. Stay organized and boost productivity with this seamless process.
Streamline your project management process with this efficient workflow. Whenever a new project is initiated in bexio, it will create a Project from a Template in Asana. This ensures your project structure remains consistent, saving you time and effort on setting up your projects manually. Stay organized and boost productivity with this seamless process.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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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
