Create records in Zapier Tables for new projects in bexio
Kickstart your data organization with this efficient workflow. Every time a new project is created in bexio, a corresponding record is swiftly created in Zapier Tables. This automation keeps your data in one accessible place and helps you track project details without the need for manual input. Upgrade your project management with this seamless workflow between bexio and Zapier Tables.
Kickstart your data organization with this efficient workflow. Every time a new project is created in bexio, a corresponding record is swiftly created in Zapier Tables. This automation keeps your data in one accessible place and helps you track project details without the need for manual input. Upgrade your project management with this seamless workflow between bexio and Zapier Tables.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create Record
Creates a new record on a table.
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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