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bexio + Gmail

Send emails in Gmail for new orders in bexio

Stay on top of your orders and improve customer interaction with this efficient workflow between bexio and Gmail. Whenever a new order is received in bexio, this automation promptly sends an email through your Gmail account. It ensures swift communication with your customers, enhancing your service efficiency while saving valuable time.

Stay on top of your orders and improve customer interaction with this efficient workflow between bexio and Gmail. Whenever a new order is received in bexio, this automation promptly sends an email through your Gmail account. It ensures swift communication with your customers, enhancing your service efficiency while saving valuable time.

  1. When this happens...
    bexiobexio
    New Order

    Triggers when a Order is created or updated with the chosen status (line items not provided).

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Scheduled
    Try It
    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Combined 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

    Action
    Write
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bexio logo

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn more

Related categories

  • Accounting
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Related categories

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