bexio + Microsoft To Do
Create tasks in Microsoft To Do for new or updated companies in bexio
Stay organized and ahead of your business needs with this workflow. Whenever there's a new or updated company in Bexio, a task is created in Microsoft To Do. It's an efficient automation that aids in task management, ensuring no critical updates are missed. Save time, enhance your productivity, and keep your business running seamlessly.
Stay organized and ahead of your business needs with this workflow. Whenever there's a new or updated company in Bexio, a task is created in Microsoft To Do. It's an efficient automation that aids in task management, ensuring no critical updates are missed. Save time, enhance your productivity, and keep your business running seamlessly.
- When this happens...New/Updated Company
Triggers when a company 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
