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bexio + Google Tasks

Create tasks in Google Tasks for new quotes in bexio

Stay organized and efficient with this seamless workflow that connects bexio and Google Tasks. Whenever a new quote is created in bexio, a task will be added to your Google Tasks list, keeping you updated on your progress and ensuring you never miss an important deadline. Say goodbye to manual updates and let this automation keep track of your tasks for you.

Stay organized and efficient with this seamless workflow that connects bexio and Google Tasks. Whenever a new quote is created in bexio, a task will be added to your Google Tasks list, keeping you updated on your progress and ensuring you never miss an important deadline. Say goodbye to manual updates and let this automation keep track of your tasks for you.

  1. When this happens...
    bexiobexio
    New Quotes

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

    TriggerScheduled
  2. automatically do this!
    Google TasksGoogle Tasks
    Create Task

    Creates a new task.

    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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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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