bexio + Microsoft SharePoint
Create folders in Microsoft SharePoint for new projects in bexio
Organize your workflow with bexio and Microsoft SharePoint. When you establish a new project in bexio, this automation seamlessly creates a corresponding folder in SharePoint. This not only keeps your projects and files streamlined but also saves you the time and effort of manual data entry. Turn to this efficient workflow and focus more on your project management strategies.
Organize your workflow with bexio and Microsoft SharePoint. When you establish a new project in bexio, this automation seamlessly creates a corresponding folder in SharePoint. This not only keeps your projects and files streamlined but also saves you the time and effort of manual data entry. Turn to this efficient workflow and focus more on your project management strategies.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Folder
List all folders on a site
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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