Asana + bexio

Create tasks in Asana for new sales-invoices in bexio

Effortlessly stay on top of your sales with this handy bexio to Asana integration. Whenever a new sales invoice is created in bexio, a task will be generated in Asana to help manage your workflow better. With this seamless connection between the two apps, you can effectively track and organize invoices, ensuring timely and efficient completion of sales tasks.

Effortlessly stay on top of your sales with this handy bexio to Asana integration. Whenever a new sales invoice is created in bexio, a task will be generated in Asana to help manage your workflow better. With this seamless connection between the two apps, you can effectively track and organize invoices, ensuring timely and efficient completion of sales tasks.

  1. When this happens...
    bexiobexio
    New Sales-Invoice

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

    TriggerPolling
  2. automatically do this!
    AsanaAsana
    Create Task

    Creates a new task in Asana with specified details.

    ActionWrite
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Supported triggers and actions

    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Polling
    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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asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn more

Related categories

  • Project Management

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bexio logo
bexio logo

About bexio

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

Related categories

  • Accounting