bexio + ClickUp
Create tasks in ClickUp for new sales-invoices in bexio
Instantly coordinate your workflow by setting a new task in ClickUp whenever a new sales invoice is created in bexio. This integration enables a seamless transition between sales and ongoing tasks, keeping everything centralized and efficient. Boost your productivity while ensuring every sales task is tracked and managed with this smart solution.
Instantly coordinate your workflow by setting a new task in ClickUp whenever a new sales invoice is created in bexio. This integration enables a seamless transition between sales and ongoing tasks, keeping everything centralized and efficient. Boost your productivity while ensuring every sales task is tracked and managed with this smart solution.
- 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 Task
Creates a new task.
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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
