Create groups in monday.com for new or updated persons in bexio
Streamline your team management by effectively coordinating between bexio and monday.com. With this workflow, whenever a person's details are altered or added in bexio, the same adjustments are rapidly mirrored in monday.com. This seamless connection not only saves you time but ensures accuracy in managing important team changes.
Streamline your team management by effectively coordinating between bexio and monday.com. With this workflow, whenever a person's details are altered or added in bexio, the same adjustments are rapidly mirrored in monday.com. This seamless connection not only saves you time but ensures accuracy in managing important team changes.
- When this happens...New/Updated Person
Triggers when a person is added or updated.
- automatically do this!Create Group
Creates a new group 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