bexio + SmartSuite
Create records in SmartSuite from new sales-invoices in bexio
Stay on top of your sales with this automated workflow. Whenever a new sales invoice is generated in bexio, a corresponding record will be instantly created in SmartSuite. This automation helps you easily keep track of your sales data, making your bookkeeping process simpler and more efficient. No more time wasted on repetitive tasks; let this solution do the heavy lifting for you.
Stay on top of your sales with this automated workflow. Whenever a new sales invoice is generated in bexio, a corresponding record will be instantly created in SmartSuite. This automation helps you easily keep track of your sales data, making your bookkeeping process simpler and more efficient. No more time wasted on repetitive tasks; let this solution do the heavy lifting for you.
- When this happens...New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
- automatically do this!Create Record
Triggers when new record is created.
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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