bexio + Freshdesk
Automatically update companies in Freshdesk when new or updated companies occur in bexio
Streamline your customer management process with this efficient workflow. When you add or update a company in Bexio, this setup will simultaneously create a company in Freshdesk. This process not only saves significant time but also ensures consistency in your data across various platforms. Enjoy seamless collaboration and improved productivity with this Bexio to Freshdesk automation.
Streamline your customer management process with this efficient workflow. When you add or update a company in Bexio, this setup will simultaneously create a company in Freshdesk. This process not only saves significant time but also ensures consistency in your data across various platforms. Enjoy seamless collaboration and improved productivity with this Bexio to Freshdesk automation.
- When this happens...New/Updated Company
Triggers when a company is added or updated.
- automatically do this!Create Company
Allows you to create a Company entry in Freshdesk.
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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
