bexio + Google Sheets

Create new Google Sheets spreadsheets for each new sales-invoice in bexio

Improve your sales tracking process with this efficient workflow. When a new sales invoice is created in Bexio, it initiates the creation of a spreadsheet in Google Sheets. This keeps your data organized and easily accessible, saving you from the hassle of manual data entry. With this automation flow, keep all your sales data at your fingertips for quick analysis and decision making.

Improve your sales tracking process with this efficient workflow. When a new sales invoice is created in Bexio, it initiates the creation of a spreadsheet in Google Sheets. This keeps your data organized and easily accessible, saving you from the hassle of manual data entry. With this automation flow, keep all your sales data at your fingertips for quick analysis and decision making.

  1. When this happens...
    bexiobexio
    New Sales-Invoice

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

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

    ActionWrite
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Supported triggers and actions

    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Polling
    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
bexio logo
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
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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