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bexio + Todoist

Create tasks in Todoist for new orders in bexio

When a new order comes through in bexio, efficiently manage your to-do lists with this streamlined workflow. It creates a task in Todoist, helping you stay on top of your pending orders without the need for manual checks or updates. Simplify your work process, maintain organized tasks, and boost your productivity with this effective and time-saving process.

When a new order comes through in bexio, efficiently manage your to-do lists with this streamlined workflow. It creates a task in Todoist, helping you stay on top of your pending orders without the need for manual checks or updates. Simplify your work process, maintain organized tasks, and boost your productivity with this effective and time-saving process.

  1. When this happens...
    bexiobexio
    New Order

    Triggers when a Order is created or updated with the chosen status (line items not provided).

    TriggerScheduled
  2. automatically do this!
    TodoistTodoist
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Scheduled
    Try It
    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • 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

    Action
    Write
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About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn more

Related categories

  • Accounting
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