Create items in monday.com for new or updated persons in bexio
This workflow prompts a new item creation in monday.com whenever a person is added or updated in bexio. It streamlines updating processes by capturing key updates from bexio and reflecting these changes in monday.com, ensuring your team is always on the same page. It effectively reduces manual data input, maximizing efficiency and productivity while keeping records up-to-date.
This workflow prompts a new item creation in monday.com whenever a person is added or updated in bexio. It streamlines updating processes by capturing key updates from bexio and reflecting these changes in monday.com, ensuring your team is always on the same page. It effectively reduces manual data input, maximizing efficiency and productivity while keeping records up-to-date.
- When this happens...New/Updated Person
Triggers when a person is added or updated.
- 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