bexio + monday.com
Create new items in monday.com when new sales-invoices appear in bexio
This workflow enhances your sales operation by linking Bexio and monday.com. When a new sales invoice is generated in Bexio, a corresponding item is immediately created in monday.com. This streamlined process removes the need for manual data entry, making your invoice management more efficient and error-free. Boost your productivity levels with this automated workflow.
This workflow enhances your sales operation by linking Bexio and monday.com. When a new sales invoice is generated in Bexio, a corresponding item is immediately created in monday.com. This streamlined process removes the need for manual data entry, making your invoice management more efficient and error-free. Boost your productivity levels with this automated workflow.
- When this happens...New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
- automatically do this!Create Item
Create a new Item in a board
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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
