bexio + monday.com
Create monday.com items for new bexio orders to streamline order tracking
Streamline your order management process by connecting bexio and monday.com with this efficient workflow. When a new order is placed in bexio, an item is automatically created in monday.com, keeping your team informed and organized. Save time and reduce manual work by bringing all order details together in one place for easier tracking and quicker decision-making.
Streamline your order management process by connecting bexio and monday.com with this efficient workflow. When a new order is placed in bexio, an item is automatically created in monday.com, keeping your team informed and organized. Save time and reduce manual work by bringing all order details together in one place for easier tracking and quicker decision-making.
- When this happens...New Order
Triggers when a Order is created or updated with the chosen status (line items not provided).
- automatically do this!Create Item
Create a new Item in a board
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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
