bexio + Float
Create new clients in Float when companies are updated in bexio
Streamline your client management process with this bexio and Float automation. Each time a company's data is updated or a new company is added in bexio, a new client is instantly created in Float. This straightforward workflow saves you time and ensures your client information is always up to date.
Streamline your client management process with this bexio and Float automation. Each time a company's data is updated or a new company is added in bexio, a new client is instantly created in Float. This straightforward workflow saves you time and ensures your client information is always up to date.
- When this happens...
New/Updated CompanyTriggers when a company is added or updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientCreates a new client.
ActionWriteCreate a new record or update an existing record in your app.
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New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus of Order
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus of Quote
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Department
Number
EMail
Second EMail
Street Name
House Number
Address Addition
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Phone second
Mobile
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing PeopleRequired
Person Id
Last Name
First Name
Number
Birthday (Format yyyy-mm-dd)
E-Mail
Second E-Mail
Street Name
House Number
Address Addition
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Invoice Date
Payment Due Date
API Reference
Invoice Title
Invoice Status
VAT included in the total
Currency
Bank Account
Project
Line Item Product Key
Line Item Name/Id/CodeRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Recipient MailRequired
SubjectRequired
MessageRequired
Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TypeRequired
NameRequired
Description
CodeRequired
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project TypeRequired
Project StateRequired
Company or PersonRequired
Company Contact Person
Start Date
End Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillableRequired
Business ActivityRequired
Company or Person
Company Contact Person
Project
Status
TypeRequired
Date
Duration
Start Time
End Time
Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder Number
API Reference
Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
API Reference
Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast NameRequired
First NameRequired
EMail
Number
Phone
Mobile
Birthday
Second EMail
Street Name
House Number
Address Addition
Zip
City
Country
Correspondence Type
Categories
Sectors
Second Phone
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Allocation
Triggers when a new allocation is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Project
Triggers when a project is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Allocation
Triggers when an allocation is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
DateRequired
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Start DateRequired
End DateRequired
Color
Notes
Budget Total
Default Hourly Rate
Billable
Status
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Billable
Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.People IDsRequired
Time Off Type IDRequired
Start DateRequired
End DateRequired
Hours
Full Day
Additional notes about the time off
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Milestone IDRequired
NameRequired
Project IDRequired
DateRequired
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Start DateRequired
End DateRequired
Color
Notes
Budget Total
Default Hourly Rate
Billable
Status
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Task IDRequired
Project IDRequired
NameRequired
Billable
Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
Project IDRequired
Logged Time IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject ID (priority over project_code and tags)
Project Code (priority over tags)
Tags
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
Project IDRequired
Logged Time IDRequired
DateRequired
HoursRequired
Allocation ID
Task Name
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject ID (priority over project_code and tags)
Project Code
Tags
NameRequired
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Status of Invoice
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew/Updated Person
Triggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planState of Project
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCombined 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First NameRequired
Number
Birthday
EMail
Second EMail
Street Name
House Number
Address Addition
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File to uploadRequired
FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Order Date
API Reference
Order Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Name
Description
Remarks
Sales Price
Currency
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Quote Date
API Reference
quote Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing CompanyRequired
Company Id
Name
Department
Number
EMail
Second EMail
Street Name
House Number
Address Addition
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Number of staff
Tax Nr
Trade Register Number
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
API Reference
Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast Name
First Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
EMail
Number
Phone
Mobile
Department
Second EMail
Street Name
House Number
Address Addition
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone second
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
CodeRequired
Product TypeRequired
Description
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Department
Triggers when a new department is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Milestone
Triggers when a new milestone is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Phase
Triggers when a new phase is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Time Off
Triggers when a new time off is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Phase
Triggers when a phase is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Project Task
Triggers when a project task is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
HoursRequired
Person IDRequired
Project IDRequired
Allocation ID
Task Name
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
People Type
Email
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Tag Names
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Code
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
People IDsRequired
Status
HoursRequired
Start DateRequired
End DateRequired
Name
Notes
Repeat State
Repeat End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Logged Time IDRequired
Date
HoursRequired
Person ID
Task Name
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
NameRequired
People Type
Email
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Tag Names
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Project Code
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allocation IDRequired
Project ID
People IDs
Status
HoursRequired
Start Date
End Date
Name
Notes
Repeat State
Repeat End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person ID (priority over email and tags)
Email (priority over tags)
Tag Names
ActionThis is an event a Zap performs.SearchFind existing data in your appAllocation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID (priority over email and tags)
Email
Tag Names
NameRequired
People Type
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAllocation IDRequired
Project IDRequired
People IDsRequired
Status
HoursRequired
Start DateRequired
End DateRequired
Name
Notes
Repeat State
Repeat End Date
Start Time
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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