bexio + Zapier Tables
Create new records in Zapier Tables for every new quote in bexio
When a new quote is created in Bexio, this workflow ensures a record is immediately established in your Zapier Tables. This seamless integration helps you track and manage all your quotes in one place, maintaining an organized and up-to-date record system. Maintain your business efficiency with this simple, practical automation.
When a new quote is created in Bexio, this workflow ensures a record is immediately established in your Zapier Tables. This seamless integration helps you track and manage all your quotes in one place, maintaining an organized and up-to-date record system. Maintain your business efficiency with this simple, practical automation.
- 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 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