bexio + Microsoft SharePoint integrations
Create new sharepoint items when new projects are started in bexio
Start a new project in bexio and instantly see a corresponding list item spring to life in Microsoft SharePoint. This workflow seamlessly bridges the two applications, reducing the manual work of double data entry and keeping your project data organized. Let this automation boost your productivity and keep your focus on what really matters - the project at hand.
- When this happens...New ProjectTriggers when a Project is created or updated with the chosen status.
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More things you can do with bexio and Microsoft SharePoint
Discover other triggers and actions you can use with bexio and Microsoft SharePoint
- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerPolling - Status of Order
- Trigger each status changeRequired
Try ItTriggerPolling- New Product
Triggers new Products.
Try ItTriggerPolling - Status of Quote
- Trigger each status changeRequired
Try ItTriggerPolling
- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerPolling - State of Project
- Trigger each status changeRequired
Try ItTriggerPolling- 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
ActionWrite
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Related categories
Related Zap Templates
- Create sharepoint list items for new bexio orders
- Create new bexio products from new Microsoft SharePoint list items
- Upload new Microsoft SharePoint folder files to bexio inbox
- Create folders in Microsoft SharePoint for new projects in bexio
- Create list items in Microsoft SharePoint for new or updated companies in bexio



