bexio + Notion
Create Notion database items for new bexio quotes to streamline organization
Effortlessly manage your sales process by connecting bexio and Notion. With this workflow, whenever a new quote is added in bexio, it will create a database item in Notion, keeping your records up-to-date and organized. Save time and maintain an accurate overview of your sales pipeline with this seamless integration.
Effortlessly manage your sales process by connecting bexio and Notion. With this workflow, whenever a new quote is added in bexio, it will create a database item in Notion, keeping your records up-to-date and organized. Save time and maintain an accurate overview of your sales pipeline with this seamless integration.
- When this happens...New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Create Database Item
Creates an item in a database.
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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