Add new bexio quotes to Microsoft Excel rows instantly
Boost your business efficiency with this automated workflow that springs into action when new quotes are created in bexio. Watch as it organizes data by adding a new row in your Microsoft Excel spreadsheet. This straightforward process ensures seamless data transfer, allowing you to track and manage quotes effortlessly, thereby saving time and reducing manual input errors.
Boost your business efficiency with this automated workflow that springs into action when new quotes are created in bexio. Watch as it organizes data by adding a new row in your Microsoft Excel spreadsheet. This straightforward process ensures seamless data transfer, allowing you to track and manage quotes effortlessly, thereby saving time and reducing manual input errors.
- When this happens...New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
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