bexio + Dropbox

Create new Dropbox folders for every new sales invoice in bexio

Streamline your document organization with this handy automation between bexio and Dropbox. When a new sales invoice is generated in bexio, a corresponding folder will be created in your Dropbox account simultaneously. This process not only enhances efficiency but also keeps your document management system in perfect order. See how seamless your work process can be with this smart solution.

Streamline your document organization with this handy automation between bexio and Dropbox. When a new sales invoice is generated in bexio, a corresponding folder will be created in your Dropbox account simultaneously. This process not only enhances efficiency but also keeps your document management system in perfect order. See how seamless your work process can be with this smart solution.

  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!
    DropboxDropbox
    Create Folder

    Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.

    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
bexio logo
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
dropbox logo
dropbox logo

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Learn more

Related categories

  • File Management & Storage

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