bexio + monday.com
Create new monday.com items for every new project in bexio
Streamline your project management with this workflow. When a new project is created in bexio, an item is immediately created in your Monday.com board. This keeps your tasks aligned between platforms, saving you time on manual updates and ensuring nothing falls through the cracks. Boost your productivity with this simple, yet efficient tool.
Streamline your project management with this workflow. When a new project is created in bexio, an item is immediately created in your Monday.com board. This keeps your tasks aligned between platforms, saving you time on manual updates and ensuring nothing falls through the cracks. Boost your productivity with this simple, yet efficient tool.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- 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
