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 Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Add Task
Adds a task to the account.
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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