bexio
Create new bexio projects when new quotes are added in bexio
Easily manage your workflow in bexio with this automation. Whenever a new quote arises, you'll be equipped to kick off a corresponding project quickly, keeping your business processes seamlessly moving forward. This straightforward solution ensures you stay on top of all your quotes and related projects, enhancing efficiency in your day-to-day operations.
Easily manage your workflow in bexio with this automation. Whenever a new quote arises, you'll be equipped to kick off a corresponding project quickly, keeping your business processes seamlessly moving forward. This straightforward solution ensures you stay on top of all your quotes and related projects, enhancing efficiency in your day-to-day operations.
- When this happens...
New QuotesTriggers when a quote is created or updated with the chosen status (line items not provided).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Project
Creates a project.
ActionWriteCreate a new record or update an existing record in your app.
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New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus of Order
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus of Quote
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Phone second
Mobile
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing PeopleRequired
Person Id
Last Name
First Name
Number
Birthday (Format yyyy-mm-dd)
E-Mail
Second E-Mail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Invoice Date
Payment Due Date
API Reference
Invoice Title
Invoice Status
VAT included in the total
Currency
Bank Account
Project
Line Item Product Key
Line Item Name/Id/CodeRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Recipient MailRequired
SubjectRequired
MessageRequired
Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TypeRequired
NameRequired
Description
CodeRequired
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project TypeRequired
Project StateRequired
Company or PersonRequired
Company Contact Person
Start Date
End Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillableRequired
Business ActivityRequired
Company or Person
Company Contact Person
Project
Status
TypeRequired
Date
Duration
Start Time
End Time
Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder Number
API Reference
Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
API Reference
Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast NameRequired
First NameRequired
EMail
Number
Phone
Mobile
Birthday
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Second Phone
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Status of Invoice
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew/Updated Person
Triggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planState of Project
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCombined 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First NameRequired
Number
Birthday
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File to uploadRequired
FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Order Date
API Reference
Order Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Name
Description
Remarks
Sales Price
Currency
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Quote Date
API Reference
quote Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing CompanyRequired
Company Id
Name
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Number of staff
Tax Nr
Trade Register Number
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
API Reference
Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast Name
First Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
EMail
Number
Phone
Mobile
Department
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone second
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
CodeRequired
Product TypeRequired
Description
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About bexio
Related categories
Related Zap Templates
- Subscribe new Bexio people to a Mailchimp list
- Create people and sales invoices in Bexio from new paid orders in Shopify
- Update people in bexio when contact persons are updated in MOCO
- Save new Gmail attachments to your Bexio inbox [Business Gmail Accounts Only]
- Send new bexio orders to Google Ads as offline conversions
- Create new bexio persons whenever new forms are submitted in Wix
- Create new monday.com items from new bexio quotes
- Create new bexio persons from new Jotform submissions
- Create new Notion database items from new bexio sales-invoices
- Track new timeBuzzer activities by creating time trackings in bexio
- Create new bexio people from new Stripe payments
- Create new Hubspot companies for new Bexio companies
- Create or update Google Contacts for new or updated bexio person records
- Manage new or updated bexio persons by updating contacts in Brevo
- Create new bexio companies for contacts added in Close
- Add or update Brevo contacts for new or updated persons in bexio
- Manage new or updated bexio persons by creating contacts in Microsoft Outlook
- Log new Bexio sales-invoices in a Google Sheet
- Create new Bexio companies for new Pipedrive organizations
- Create Bexio companies for new HubSpot companies
- Create new Bexio people from new Shopify customers
- Create Hubspot contacts from new Bexio people
- Create Bexio people for new Pipedrive people
- Update people in Bexio from new or updated rows in Google Sheets
- Update companies in Bexio from new or updated Google Sheets rows
- Export and save new Bexio sales-invoices on Google Drive
- Create sales invoices in Bexio from new bookings on Smeetz
- Add new Tenzo sales to bexio
- Create opportunities in Commissionly when new invoices are paid in bexio
- Create products in bexio from new edoobox bookings
- Create sales invoices in bexio from new edoobox bookings
- Create sales invoices, products, and people in bexio from new edoobox bookings
- Send channel messages in Slack for new orders in bexio
- Add new or updated bexio people to Google Sheets rows effortlessly
- Create tasks in Google Tasks for new quotes in bexio
- Create tasks in Any.do Personal for new sales-invoices in bexio for seamless organization
- Notify Discord channel with new bexio orders for seamless communication
- Create tasks in Any.do Personal for new quotes in bexio
- Create and send Slack channel messages for new bexio quotes
- Create new Plutio projects when bexio projects are added for streamlined management
- Create awork clients from new or updated bexio companies
- Create tasks in Asana for new sales-invoices in bexio
- Send new bexio bank account transactions via email in Microsoft Outlook
- Create detailed events in Google Calendar for new bexio projects
- Send outbound emails for new bexio quotes with Email by Zapier
- Create monday.com items for new bexio orders to streamline order tracking
- Create Trello cards for new bexio orders to seamlessly track and manage them
- Update WooCommerce orders when new bexio sales-invoices are created
- Create folders in Dropbox for new quotes in bexio effortlessly
- Create new bexio persons when Bubble workflow trigger events occur
- Create and send Microsoft Outlook emails for new bexio quotes
- Create bexio sales invoices from new Google Sheets rows
- Create new Harvest projects when new bexio projects are added
- Send emails in Microsoft Outlook for new orders in bexio
- Create new bexio companies from Unbounce form submissions
- Create bexio companies from new Leadpages form submissions
- Create new bexio persons when Gravity Forms submissions arrive
- Create new bexio companies from Interact leads
- Create new bexio companies from Formsite form results
- Create new bexio people from completed involve.me submissions
- Create new bexio companies for every new Pipedrive lead
- Create Notion database items for new bexio quotes to streamline organization
- Create new bexio companies from new Close leads
- Create new bexio companies from Close opportunities
- Create bexio people from new Keap contacts
- Create new bexio people for new GetResponse contacts instantly
- Create bexio companies from new GetResponse contacts
- Create new bexio companies from new Copper persons
- Create new bexio companies from Microsoft Dynamics 365 CRM contacts
- Create bexio companies from new 17hats contacts
- Create new companies in bexio from new Kommo leads
- Create companies in bexio from new Kommo contacts
- Create new bexio companies when Redtail CRM contacts are created
- Create new bexio persons when Redtail CRM activities are created
- Create new bexio companies from JobNimbus activities
- Create people in bexio from new or updated contacts in Capsule CRM
- Create new bexio companies from Freshsales Suite contacts
- Create new bexio companies from updated Capsule CRM opportunities
- Create persons in bexio from new or updated opportunities in Capsule CRM
- Update bexio persons when Mojo contacts are updated
- Create new bexio people from Credit Repair Cloud clients
- Create new bexio people from Credit Repair Cloud leads
- Create new bexio companies from Credit Repair Cloud leads
- Create HubSpot contacts from new or updated bexio persons
- Create Slack channel messages for new bexio sales-invoices
- Add new bexio projects to a Microsoft Excel row effortlessly
- Create new bexio companies from new Google Forms responses
- Create manual entries in bexio when new rows are added in Microsoft Excel
- Send emails in Gmail for new sales invoices in bexio
- Send emails in Gmail for new orders in bexio
- Create new persons in bexio for each new candidate in Boond
- Create cards in Trello for new projects in bexio
- Update products in bexio when rows are updated in Microsoft Excel
- Generate bexio sales orders when new Wix rules occur
- Create new bexio companies from new Airtable records
- Create new bexio people from new Boond contacts
- Create records in Zapier Tables for new projects in bexio
- Create new Airtable records from new bexio sales invoices
- Create Google Sheets rows for new bexio sales-invoices
- Create new persons in bexio for each new entry in Typeform
Related Zap Templates
- Subscribe new Bexio people to a Mailchimp list
- Save new Gmail attachments to your Bexio inbox [Business Gmail Accounts Only]
- Create new monday.com items from new bexio quotes
- Track new timeBuzzer activities by creating time trackings in bexio
- Create or update Google Contacts for new or updated bexio person records
- Add or update Brevo contacts for new or updated persons in bexio
- Create new Bexio companies for new Pipedrive organizations
- Create Hubspot contacts from new Bexio people
- Update companies in Bexio from new or updated Google Sheets rows
- Add new Tenzo sales to bexio
- Create sales invoices in bexio from new edoobox bookings
- Add new or updated bexio people to Google Sheets rows effortlessly
- Notify Discord channel with new bexio orders for seamless communication
- Create new Plutio projects when bexio projects are added for streamlined management
- Send new bexio bank account transactions via email in Microsoft Outlook
- Create monday.com items for new bexio orders to streamline order tracking
- Create folders in Dropbox for new quotes in bexio effortlessly
- Create bexio sales invoices from new Google Sheets rows
- Create new bexio companies from Unbounce form submissions
- Create new bexio companies from Interact leads
- Create new bexio companies for every new Pipedrive lead
- Create new bexio companies from Close opportunities
- Create bexio companies from new GetResponse contacts
- Create bexio companies from new 17hats contacts
- Create new bexio companies when Redtail CRM contacts are created
- Create people in bexio from new or updated contacts in Capsule CRM
- Create persons in bexio from new or updated opportunities in Capsule CRM
- Create new bexio people from Credit Repair Cloud leads
- Create Slack channel messages for new bexio sales-invoices
- Create manual entries in bexio when new rows are added in Microsoft Excel
- Create new persons in bexio for each new candidate in Boond
- Generate bexio sales orders when new Wix rules occur
- Create records in Zapier Tables for new projects in bexio
- Create new persons in bexio for each new entry in Typeform
- Create people and sales invoices in Bexio from new paid orders in Shopify
- Send new bexio orders to Google Ads as offline conversions
- Create new bexio persons from new Jotform submissions
- Create new bexio people from new Stripe payments
- Manage new or updated bexio persons by updating contacts in Brevo
- Manage new or updated bexio persons by creating contacts in Microsoft Outlook
- Create Bexio companies for new HubSpot companies
- Create Bexio people for new Pipedrive people
- Export and save new Bexio sales-invoices on Google Drive
- Create opportunities in Commissionly when new invoices are paid in bexio
- Create sales invoices, products, and people in bexio from new edoobox bookings
- Create tasks in Google Tasks for new quotes in bexio
- Create tasks in Any.do Personal for new quotes in bexio
- Create awork clients from new or updated bexio companies
- Create detailed events in Google Calendar for new bexio projects
- Create Trello cards for new bexio orders to seamlessly track and manage them
- Create new bexio persons when Bubble workflow trigger events occur
- Create new Harvest projects when new bexio projects are added
- Create bexio companies from new Leadpages form submissions
- Create new bexio companies from Formsite form results
- Create Notion database items for new bexio quotes to streamline organization
- Create bexio people from new Keap contacts
- Create new bexio companies from new Copper persons
- Create new companies in bexio from new Kommo leads
- Create new bexio persons when Redtail CRM activities are created
- Create new bexio companies from Freshsales Suite contacts
- Update bexio persons when Mojo contacts are updated
- Create new bexio companies from Credit Repair Cloud leads
- Add new bexio projects to a Microsoft Excel row effortlessly
- Send emails in Gmail for new sales invoices in bexio
- Create cards in Trello for new projects in bexio
- Create new bexio companies from new Airtable records
- Create new Airtable records from new bexio sales invoices
- Update people in bexio when contact persons are updated in MOCO
- Create new bexio persons whenever new forms are submitted in Wix
- Create new Notion database items from new bexio sales-invoices
- Create new Hubspot companies for new Bexio companies
- Create new bexio companies for contacts added in Close
- Log new Bexio sales-invoices in a Google Sheet
- Create new Bexio people from new Shopify customers
- Update people in Bexio from new or updated rows in Google Sheets
- Create sales invoices in Bexio from new bookings on Smeetz
- Create products in bexio from new edoobox bookings
- Send channel messages in Slack for new orders in bexio
- Create tasks in Any.do Personal for new sales-invoices in bexio for seamless organization
- Create and send Slack channel messages for new bexio quotes
- Create tasks in Asana for new sales-invoices in bexio
- Send outbound emails for new bexio quotes with Email by Zapier
- Update WooCommerce orders when new bexio sales-invoices are created
- Create and send Microsoft Outlook emails for new bexio quotes
- Send emails in Microsoft Outlook for new orders in bexio
- Create new bexio persons when Gravity Forms submissions arrive
- Create new bexio people from completed involve.me submissions
- Create new bexio companies from new Close leads
- Create new bexio people for new GetResponse contacts instantly
- Create new bexio companies from Microsoft Dynamics 365 CRM contacts
- Create companies in bexio from new Kommo contacts
- Create new bexio companies from JobNimbus activities
- Create new bexio companies from updated Capsule CRM opportunities
- Create new bexio people from Credit Repair Cloud clients
- Create HubSpot contacts from new or updated bexio persons
- Create new bexio companies from new Google Forms responses
- Send emails in Gmail for new orders in bexio
- Update products in bexio when rows are updated in Microsoft Excel
- Create new bexio people from new Boond contacts
- Create Google Sheets rows for new bexio sales-invoices