bexio + ClickUp
Create ClickUp subtasks for new sales-invoices in bexio
Take control of your work processes with this efficient workflow. When a new sales invoice is created in bexio, a corresponding subtask will promptly be generated in ClickUp. This not only ensures you stay on top of your finances but also aids in better task management and organization, saving you time and effort in the long run. Experience seamless navigation between your finance and project management tools like never before.
Take control of your work processes with this efficient workflow. When a new sales invoice is created in bexio, a corresponding subtask will promptly be generated in ClickUp. This not only ensures you stay on top of your finances but also aids in better task management and organization, saving you time and effort in the long run. Experience seamless navigation between your finance and project management tools like never before.
- 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 Subtask
Creates a new subtask
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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
