Create Salesforce records from new bexio quotes effortlessly
Create instant connections between Bexio and Salesforce with this efficient workflow. Whenever a new quote is added in Bexio, a corresponding record is immediately formed in Salesforce. This seamless integration simplifies data entry, eliminates the possibility of errors, and empowers teams with up-to-date information - perfect for sales teams trying to improve their process and data accuracy.
Create instant connections between Bexio and Salesforce with this efficient workflow. Whenever a new quote is added in Bexio, a corresponding record is immediately formed in Salesforce. This seamless integration simplifies data entry, eliminates the possibility of errors, and empowers teams with up-to-date information - perfect for sales teams trying to improve their process and data accuracy.
- When this happens...New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
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