bexio + Dropbox
Create folders in Dropbox for new quotes in bexio effortlessly
Efficiently manage your sales quotes and document organization with this bexio-Dropbox workflow. When a new quote is created in bexio, a corresponding folder will be created in Dropbox, simplifying your file storage process. Stay organized and on top of business tasks with this seamless automation between bexio and Dropbox.
Efficiently manage your sales quotes and document organization with this bexio-Dropbox workflow. When a new quote is created in bexio, a corresponding folder will be created in Dropbox, simplifying your file storage process. Stay organized and on top of business tasks with this seamless automation between bexio and Dropbox.
- When this happens...New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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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
