awork + bexio
Create awork clients from new or updated bexio companies
Effortlessly maintain your client information in both bexio and awork with this seamless integration. Whenever a new or updated company is added in bexio, this workflow creates a corresponding client in awork, ensuring your data is consistent and up-to-date across both platforms. Save time and eliminate manual data entry by streamlining your client management process.
Effortlessly maintain your client information in both bexio and awork with this seamless integration. Whenever a new or updated company is added in bexio, this workflow creates a corresponding client in awork, ensuring your data is consistent and up-to-date across both platforms. Save time and eliminate manual data entry by streamlining your client management process.
- When this happens...New/Updated Company
Triggers when a company is added or updated.
- automatically do this!Create Client
Creates a new client.
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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