bexio + ClickUp
Create new ClickUp lists from new bexio projects
Streamline your project management process with this efficient workflow. When a new project is initiated in bexio, it instantly generates a corresponding list in ClickUp. This integration enhances task management, boosts organization, increases productivity, minimizes manual data entry, and encourages better collaboration through the smart pairing of bexio and ClickUp.
Streamline your project management process with this efficient workflow. When a new project is initiated in bexio, it instantly generates a corresponding list in ClickUp. This integration enhances task management, boosts organization, increases productivity, minimizes manual data entry, and encourages better collaboration through the smart pairing of bexio and ClickUp.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create List
Triggers when new lists are created.
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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
