Create new Invoice2go clients from new or updated persons in bexio
Keep your Bexio and Invoice2go seamlessly aligned with this efficiency-boosting tool. As soon as someone's details are altered or added in Bexio, the corresponding client profile in Invoice2go gets updated instantly. This process eradicates manual data entry, saving you time and ensuring precise client information across both applications. Experience a streamlined approach to managing your leads and financial documentation.
Keep your Bexio and Invoice2go seamlessly aligned with this efficiency-boosting tool. As soon as someone's details are altered or added in Bexio, the corresponding client profile in Invoice2go gets updated instantly. This process eradicates manual data entry, saving you time and ensuring precise client information across both applications. Experience a streamlined approach to managing your leads and financial documentation.
- When this happens...New/Updated Person
Triggers when a person is added or updated.
- automatically do this!Create Client
Create a client in Invoice2go
- Free forever for core features
- 14 day trial for premium features & apps
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