bexio + Microsoft SharePoint
Create new sharepoint items when new projects are started in bexio
Start a new project in bexio and instantly see a corresponding list item spring to life in Microsoft SharePoint. This workflow seamlessly bridges the two applications, reducing the manual work of double data entry and keeping your project data organized. Let this automation boost your productivity and keep your focus on what really matters - the project at hand.
Start a new project in bexio and instantly see a corresponding list item spring to life in Microsoft SharePoint. This workflow seamlessly bridges the two applications, reducing the manual work of double data entry and keeping your project data organized. Let this automation boost your productivity and keep your focus on what really matters - the project at hand.
- When this happens...New Project
Triggers when a Project is created or updated with the chosen status.
- automatically do this!Create List Item
Creates a new item on a list.
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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