bexio + Notion

Manage new or updated bexio persons by creating Notion database items instantly

Keep your Notion database updated with the latest information from bexio. With this workflow, any new or updated person data in bexio is swiftly and seamlessly reflected in your Notion database, ensuring accuracy and saving valuable time. It's a perfect tool for streamlining communication and team efficiency.

Keep your Notion database updated with the latest information from bexio. With this workflow, any new or updated person data in bexio is swiftly and seamlessly reflected in your Notion database, ensuring accuracy and saving valuable time. It's a perfect tool for streamlining communication and team efficiency.

  1. When this happens...
    bexiobexio
    New/Updated Person

    Triggers when a person is added or updated.

    TriggerPolling
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Polling
    Try It
    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
  • bexio triggers, actions, and search

    New Product

    Triggers new Products.

    Trigger
    Polling
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
  • bexio triggers, actions, and search

    New/Updated Person

    Triggers when a person is added or updated.

    Trigger
    Polling
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • Combined 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

    Action
    Write
bexio logo
bexio logo

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn more

Related categories

  • Accounting
notion logo
notion logo

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Learn more

Related categories

  • Task Management