Create new tasks in LeadConnector for every new quote in bexio
Streamline your workflow by connecting Bexio with LeadConnector. This setup promptly creates a new task in LeadConnector every time a new quote is made in Bexio. It's a perfect solution to keep track of all your business quotations and tasks without manually swapping between apps. Boost your efficiency and let this automation take care of the routine for you.
Streamline your workflow by connecting Bexio with LeadConnector. This setup promptly creates a new task in LeadConnector every time a new quote is made in Bexio. It's a perfect solution to keep track of all your business quotations and tasks without manually swapping between apps. Boost your efficiency and let this automation take care of the routine 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!Add TaskAdds a task to the account. 
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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 
 







