Create rows in Microsoft Excel for new quotes in bexio
Maximize efficiency with this integrated workflow. Whenever a new quote is created in bexio, an entry is immediately added to your Microsoft Excel spreadsheet. This automation ensures you maintain an organized record in Excel without having to manually update it every time. Enhance your productivity with this streamline process.
Maximize efficiency with this integrated workflow. Whenever a new quote is created in bexio, an entry is immediately added to your Microsoft Excel spreadsheet. This automation ensures you maintain an organized record in Excel without having to manually update it every time. Enhance your productivity with this streamline process.
- 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 to Table
Adds a new row to the end of a specific table.
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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