bexio + Zapier Tables

Create records in Zapier Tables for new sales-invoices in bexio

When a new sales invoice is generated in Bexio, revolutionize your recordkeeping process by automatically transforming that data into a new entry in Zapier Tables. This efficient workflow simplifies your financial tracking and helps you maintain a clear, up-to-date record of all your sales transactions without any extra manual work. Streamline your invoicing process, reduce errors and always stay one step ahead.

When a new sales invoice is generated in Bexio, revolutionize your recordkeeping process by automatically transforming that data into a new entry in Zapier Tables. This efficient workflow simplifies your financial tracking and helps you maintain a clear, up-to-date record of all your sales transactions without any extra manual work. Streamline your invoicing process, reduce errors and always stay one step ahead.

  1. When this happens...
    bexiobexio
    New Sales-Invoice

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

    TriggerPolling
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    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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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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About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn more

Related categories

  • Databases
  • Spreadsheets
  • Zapier