Create new Timely Time Tracking clients from new bexio orders
Streamline your client management process with this powerful integration. When a new order is created in bexio, it triggers the creation of a client in Timely Time Tracking. This saves you precious time and effort, allowing you to focus on other essential tasks. Enhance your productivity and keep your client records consistently up-to-date with this workflow.
Streamline your client management process with this powerful integration. When a new order is created in bexio, it triggers the creation of a client in Timely Time Tracking. This saves you precious time and effort, allowing you to focus on other essential tasks. Enhance your productivity and keep your client records consistently up-to-date with this workflow.
- When this happens...New Order
Triggers when a Order is created or updated with the chosen status (line items not provided).
- automatically do this!Create Client
Creates a Client
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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