Airtable + bexio

Create or update Airtable records every time new projects are added in bexio

When a new project kicks off in your bexio app, ensure seamless record keeping in Airtable with this efficient workflow. It automatically updates or creates a new record in Airtable, so you can keep your project data up-to-date and organized. This streamlines your project management process, saving you the time and effort of manual data entry.

When a new project kicks off in your bexio app, ensure seamless record keeping in Airtable with this efficient workflow. It automatically updates or creates a new record in Airtable, so you can keep your project data up-to-date and organized. This streamlines your project management process, saving you the time and effort of manual data entry.

  1. When this happens...
    bexiobexio
    New Project

    Triggers when a Project is created or updated with the chosen status.

    TriggerPolling
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Find and update an existing record, or create a new one.

    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 Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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  • Databases

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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