Create new TeamGantt groups for every new project in bexio
Streamline your project management process with this efficient workflow. Whenever a new project is initiated in Bexio, a corresponding group is created instantly in TeamGantt. This integration facilitates seamless coordination and saves time by eliminating manual data duplication, making project tracking easier and more efficient.
Streamline your project management process with this efficient workflow. Whenever a new project is initiated in Bexio, a corresponding group is created instantly in TeamGantt. This integration facilitates seamless coordination and saves time by eliminating manual data duplication, making project tracking easier and more efficient.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Group
Creates a Group
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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

