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bexio + Microsoft Teams

Create channels in Microsoft Teams for new or updated companies in bexio

Kickstart collaboration every time there's a new or updated company in bexio. With this automation, a new Microsoft Teams channel is created A new workplace is instantly set up, making the transition seamless. This immediate setup improves efficiency, saving time that would have been spent creating a new channel manually.

Kickstart collaboration every time there's a new or updated company in bexio. With this automation, a new Microsoft Teams channel is created A new workplace is instantly set up, making the transition seamless. This immediate setup improves efficiency, saving time that would have been spent creating a new channel manually.

  1. When this happens...
    bexiobexio
    New/Updated Company

    Triggers when a company is added or updated.

    TriggerScheduled
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Create Channel

    Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Scheduled
    Try It
    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Scheduled
    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
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Related categories

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