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.
- When this happens...New QuotesTriggers when a quote is created or updated with the chosen status (line items not provided). 
- automatically do this!Create TaskCreates a new task. 
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- New/Updated Company- Triggers when a company is added or updated. Try It
- Status of Order 
- Trigger each status changeRequired 
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- New Product- Triggers new Products. Try It
- Status of Quote 
- Trigger each status changeRequired 
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- Status of Invoice 
- Trigger each status changeRequired 
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- New/Updated Person- Triggers when a person is added or updated. Try It
- State of Project 
- Trigger each status changeRequired 
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- 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 
 











