bexio + Notion
Create new Notion database items from new bexio sales-invoices
Streamline your sales process with this efficient workflow. Whenever a new sales invoice is created in Bexio, a corresponding item is generated in the Notion database. This automation saves you time by keeping your documents uniform and organized across both platforms, without the need for manual input, ensuring you never miss any crucial information from your sales invoices.
Streamline your sales process with this efficient workflow. Whenever a new sales invoice is created in Bexio, a corresponding item is generated in the Notion database. This automation saves you time by keeping your documents uniform and organized across both platforms, without the need for manual input, ensuring you never miss any crucial information from your sales invoices.
- When this happens...New Sales-Invoice
Triggers when a Sales-Invoice 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