bexio + ClickUp
Create new ClickUp folders for each new project in bexio
Ensure seamless project management by instantly creating corresponding folders in ClickUp whenever there's a new project in bexio. This workflow will enable effortless organization, making it easy to manage project resources in a systematic manner. Keep your work streamlined and increase the efficiency of your project management process.
Ensure seamless project management by instantly creating corresponding folders in ClickUp whenever there's a new project in bexio. This workflow will enable effortless organization, making it easy to manage project resources in a systematic manner. Keep your work streamlined and increase the efficiency of your project management process.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Folder
Triggers when new folders 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
