bexio + Microsoft To Do
Create tasks in Microsoft To Do for new or updated persons in bexio
Stay organised and never miss an update with this beneficial workflow. Whenever a person is added or their details change in bexio, it will immediately create a task in Microsoft To Do. This way, you always stay on top of changes, ensuring a well-managed and responsive operation in your business.
Stay organised and never miss an update with this beneficial workflow. Whenever a person is added or their details change in bexio, it will immediately create a task in Microsoft To Do. This way, you always stay on top of changes, ensuring a well-managed and responsive operation in your business.
- When this happens...New/Updated Person
Triggers when a person is added or updated.
- automatically do this!Create Task
Triggers when a new task is created.
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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
