bexio + Microsoft Outlook
Send new bexio bank account transactions via email in Microsoft Outlook
Stay on top of your finances with this efficient workflow that connects bexio and Microsoft Outlook. Whenever a new bank account transaction is recorded in bexio, an email will be sent through Microsoft Outlook, helping you to effortlessly monitor your financial activities. Streamline your process and ensure you never miss an important transaction with this seamless integration.
Stay on top of your finances with this efficient workflow that connects bexio and Microsoft Outlook. Whenever a new bank account transaction is recorded in bexio, an email will be sent through Microsoft Outlook, helping you to effortlessly monitor your financial activities. Streamline your process and ensure you never miss an important transaction with this seamless integration.
- When this happens...
List Bank Accounts.
- automatically do this!Send Email
Send an email from your Outlook 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
