bexio + Notion

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.

  1. When this happens...
    bexiobexio
    New Project

    Triggers when a Project is created or updated with the chosen status.

    TriggerPolling
  2. automatically do this!
    NotionNotion
    Create Data Source Item

    Creates an item in a data source.

    ActionWrite
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Supported triggers and actions

    • Status of Invoice

    • Trigger each status changeRequired

    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
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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
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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