bexio + Microsoft To Do
Manage new bexio projects by creating tasks in Microsoft To Do
Organize your workflow efficiently with this automation. When a new project is initiated in bexio, a corresponding task will be created in Microsoft To Do. This prevents the need for manual entry and ensures that all new projects are immediately made actionable in your task list, streamlining your project management and boosting productivity.
Organize your workflow efficiently with this automation. When a new project is initiated in bexio, a corresponding task will be created in Microsoft To Do. This prevents the need for manual entry and ensures that all new projects are immediately made actionable in your task list, streamlining your project management and boosting productivity.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- 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
