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bexio + Trello

bexio + Trello

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.

  1. When this happens...
    New Sales-Invoice
    New Sales-Invoice
    New Sales-InvoiceTriggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
  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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