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bexio + Google Sheets

bexio + Google Sheets

bexio + Google Sheets integrations

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.

  1. When this happens...
    New Sales-Invoice
    New Sales-Invoice
    New Sales-InvoiceTriggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
  2. automatically do this!
    Create Spreadsheet
    Create Spreadsheet
    Create SpreadsheetCreates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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More things you can do with bexio and Google Sheets

Discover other triggers and actions you can use with bexio and Google Sheets

  • bexio triggers, actions, and search
    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Polling
    Try It
    • Status of Order
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Quote
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • State of Project
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Combined Entry
      Required
    • Automatic Reference Number
    • Date (line item support)
      Required
    • Reference Number (line item support)
    • Currency
      Required
    • 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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About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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