Create new data source items in Notion for new projects in bexio
Streamline your project management with this workflow. Whenever a new project is added in Bexio, a corresponding data source item is instantly created in Notion. This seamless integration simplifies and harmonizes your project tracking process, ensuring you stay organized and efficient.
Streamline your project management with this workflow. Whenever a new project is added in Bexio, a corresponding data source item is instantly created in Notion. This seamless integration simplifies and harmonizes your project tracking process, ensuring you stay organized and efficient.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Data Source Item
Creates an item in a data source.
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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

