Add new bexio projects to a Microsoft Excel row effortlessly
Easily keep track of new projects on bexio with this handy automation. Whenever a new project is added on bexio, this workflow will add a new row to an existing Microsoft Excel spreadsheet. It ensures the spreadsheet stays updated, making project management more efficient and keeping the team aligned.
Easily keep track of new projects on bexio with this handy automation. Whenever a new project is added on bexio, this workflow will add a new row to an existing Microsoft Excel spreadsheet. It ensures the spreadsheet stays updated, making project management more efficient and keeping the team aligned.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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