bexio + Harvest
Create new Harvest projects when new bexio projects are added
Effortlessly manage your projects with this bexio to Harvest workflow. When you create a new project in bexio, this automation will instantly add a corresponding project in Harvest, ensuring that your project data is always up-to-date across both platforms. Stay organized and streamline your project management process with this seamless connection.
Effortlessly manage your projects with this bexio to Harvest workflow. When you create a new project in bexio, this automation will instantly add a corresponding project in Harvest, ensuring that your project data is always up-to-date across both platforms. Stay organized and streamline your project management process with this seamless connection.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Project
Creates a Project
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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