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 CompanyTriggers when a company is added or updated. 
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- New/Updated Company- Triggers when a company is added or updated. Try It
- Status of Order 
- Trigger each status changeRequired 
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- New Product- Triggers new Products. Try It
- Status of Quote 
- Trigger each status changeRequired 
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- Status of Invoice 
- Trigger each status changeRequired 
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- New/Updated Person- Triggers when a person is added or updated. Try It
- State of Project 
- Trigger each status changeRequired 
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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 
 





