bexio + Google Sheets
Create spreadsheets in Google Sheets for new or updated persons in bexio
Stay organized and updated with any modifications on your bexio client list by implementing this smooth workflow. Now, every time a person is added or changed on bexio, a new line will be instantly created in a selected Google Sheets spreadsheet. This automation lets you keep a clear and systematic record, allowing for an efficient tracking of your client data, all without having to transfer data manually.
Stay organized and updated with any modifications on your bexio client list by implementing this smooth workflow. Now, every time a person is added or changed on bexio, a new line will be instantly created in a selected Google Sheets spreadsheet. This automation lets you keep a clear and systematic record, allowing for an efficient tracking of your client data, all without having to transfer data manually.
- When this happens...New/Updated Person
Triggers when a person is added or updated.
- automatically do this!Create Spreadsheet
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
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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
