bexio + ClickUp
Create tasks in ClickUp for new or updated companies in bexio
Keep your tasks organized across platforms with this bexio and ClickUp workflow. When a new or updated company is registered in your bexio system, this workflow will swiftly create a task in ClickUp. Now, you don't have to worry about manual data entry or missing important updates, focusing instead on what matters most - growing your company.
Keep your tasks organized across platforms with this bexio and ClickUp workflow. When a new or updated company is registered in your bexio system, this workflow will swiftly create a task in ClickUp. Now, you don't have to worry about manual data entry or missing important updates, focusing instead on what matters most - growing your company.
- When this happens...New/Updated Company
Triggers when a company is added or updated.
- 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
