bexio + LeadConnector

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.

  1. When this happens...
    bexiobexio
    New Quotes

    Triggers when a quote is created or updated with the chosen status (line items not provided).

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Task

    Adds a task to the account.

    ActionWrite
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Supported triggers and actions

    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • 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

    Action
    Write
bexio logo
bexio logo

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn more

Related categories

  • Accounting
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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