bexio + Plutio
Create new Plutio projects when bexio projects are added for streamlined management
Effortlessly manage your projects across different platforms with this seamless workflow between bexio and Plutio. Whenever you create a new project in bexio, it will automatically be added to Plutio as well, ensuring all your projects are organized and up-to-date on both platforms. Save time and improve productivity by streamlining your project management process with this simple yet effective automation.
Effortlessly manage your projects across different platforms with this seamless workflow between bexio and Plutio. Whenever you create a new project in bexio, it will automatically be added to Plutio as well, ensuring all your projects are organized and up-to-date on both platforms. Save time and improve productivity by streamlining your project management process with this simple yet effective automation.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Project
Creates a new Pltuio Project
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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