bexio + Trello integrations
Create cards in Trello for new sales-invoices in bexio
Streamline your sales invoice process with this helpful automation between bexio and Trello. With every new sales invoice you generate in bexio, a corresponding card is created in Trello. This enables you to easily keep track of your finances in one convenient place, making your financial management more efficient and effortless.
- When this happens...New Sales-InvoiceTriggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
- automatically do this!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
- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerPolling - Status of Order
- Trigger each status changeRequired
Try ItTriggerPolling- New Product
Triggers new Products.
Try ItTriggerPolling - Status of Quote
- Trigger each status changeRequired
Try ItTriggerPolling
- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerPolling - State of Project
- Trigger each status changeRequired
Try ItTriggerPolling- 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
ActionWrite
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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