bexio + Notion

Create Notion database items for new bexio quotes to streamline organization

Effortlessly manage your sales process by connecting bexio and Notion. With this workflow, whenever a new quote is added in bexio, it will create a database item in Notion, keeping your records up-to-date and organized. Save time and maintain an accurate overview of your sales pipeline with this seamless integration.

Effortlessly manage your sales process by connecting bexio and Notion. With this workflow, whenever a new quote is added in bexio, it will create a database item in Notion, keeping your records up-to-date and organized. Save time and maintain an accurate overview of your sales pipeline with this seamless integration.

  1. When this happens...
    bexiobexio
    New Quotes

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

    TriggerPolling
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    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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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
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notion logo

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Learn more

Related categories

  • Task Management