bexio + Google Sheets

Create spreadsheets in Google Sheets for new or updated persons in bexio

Stay organized and updated with any modifications on your bexio client list by implementing this smooth workflow. Now, every time a person is added or changed on bexio, a new line will be instantly created in a selected Google Sheets spreadsheet. This automation lets you keep a clear and systematic record, allowing for an efficient tracking of your client data, all without having to transfer data manually.

Stay organized and updated with any modifications on your bexio client list by implementing this smooth workflow. Now, every time a person is added or changed on bexio, a new line will be instantly created in a selected Google Sheets spreadsheet. This automation lets you keep a clear and systematic record, allowing for an efficient tracking of your client data, all without having to transfer data manually.

  1. When this happens...
    bexiobexio
    New/Updated Person

    Triggers when a person is added or updated.

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

    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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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
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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