bexio + monday.com
Create boards in monday.com for new projects in bexio
Streamline your project management process with this automation. Whenever you set up a new project in bexio, it will instantly create a corresponding board in monday.com. This seamless workflow simplifies task tracking, boosts productivity by saving time and ensures your teams are always in sync with up-to-date project details.
Streamline your project management process with this automation. Whenever you set up a new project in bexio, it will instantly create a corresponding board in monday.com. This seamless workflow simplifies task tracking, boosts productivity by saving time and ensures your teams are always in sync with up-to-date project details.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Board
Creates a new 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
