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bexio + Trello

bexio + Trello

bexio + Trello integrations

Create cards in Trello for new projects in bexio

Start new projects with ease and manage tasks efficiently with this workflow. As soon as a new project is initiated in bexio, a corresponding card is created in Trello. This automation helps to seamlessly transfer project details from bexio to Trello, ensuring your project management stays organized and streamlines your team's workflow.

  1. When this happens...
    New Project
    New Project
    New ProjectTriggers when a Project is created or updated with the chosen status.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with bexio and Trello

Discover other triggers and actions you can use with bexio and Trello

  • bexio triggers, actions, and search
    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Polling
    Try It
    • Status of Order
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Quote
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • State of Project
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Combined Entry
      Required
    • Automatic Reference Number
    • Date (line item support)
      Required
    • Reference Number (line item support)
    • Currency
      Required
    • 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
bexio logo
About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
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