bexio + Trello
Create Trello cards for new or updated companies in bexio
Stay organized and efficient with this handy workflow. Whenever there's a new or updated company in your bexio data, a corresponding card will be created in your designated Trello board. This ensures that your team is immediately aware of any changes, helping to streamline communication and enhance workflow management. Enjoy a more cohesive and organized working environment without any extra effort.
Stay organized and efficient with this handy workflow. Whenever there's a new or updated company in your bexio data, a corresponding card will be created in your designated Trello board. This ensures that your team is immediately aware of any changes, helping to streamline communication and enhance workflow management. Enjoy a more cohesive and organized working environment without any extra effort.
- When this happens...New/Updated Company
Triggers when a company is added or updated.
- automatically do this!Create Card
Triggers when a new card is added.
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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
