bexio + Kelloo

bexio + Kelloo integrations

Create or update Kelloo work items with every new project in bexio

This workflow initiates whenever a new project is started in bexio. It streamlines your project management efforts by instantly creating or updating a work item in Kelloo. Facilitate seamless project updates and ensure effective resource planning with this smart automation. Stay organized and up-to-date without any more manual update hassles.

When this happens...
New ProjectTriggers when a Project is created or updated with the chosen status.
TriggerPolling
automatically do this!
Creates or Updates a Work ItemCreates or updates a Work Item
ActionWrite

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More things you can do with bexio and Kelloo

Discover other triggers and actions you can use with bexio and Kelloo

New/Updated Company
Triggers when a company is added or updated.
Trigger
Polling
Try It
- Status of Order
- Trigger each status change
  Required
Trigger
Polling
Try It
New Product
Triggers new Products.
Trigger
Polling
Try It
- Status of Quote
- Trigger each status change
  Required
Trigger
Polling
Try It
- Company Name
  Required
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write

- Identifier For Existing People
  Required
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write

- Invoice
  Required
- Recipient Mail
  Required
- Subject
  Required
- Message
  Required
- Mark as pending
Action
Write
- Product Type
  Required
- Name
  Required
- Description
- Code
  Required
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Name
  Required
- Project Type
  Required
- Project State
  Required
- Company or Person
  Required
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- Billable
  Required
- Business Activity
  Required
- Company or Person
- Company Contact Person
- Project
- Status
- Type
  Required
- Date
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account Number
  Required
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order Positions
  Required
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote Positions
  Required
Action
Search
- Last Name
  Required
- First Name
  Required
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write
- Project ID
- Project Owner ID
- Project Active
  Required
- Project Name
  Required
- Project Note
- Priority ID
- Project Status ID
- Stage Gate ID
- Approval State ID
- Organization Goal ID
- Organization Area ID
- Risk Level ID
- Project Manager ID
- Project Is Public
  Required
Action
Write
- Sprint ID
- Scenario ID
  Required
- Project ID
  Required
- Sprint Name
  Required
- Sprint Start Date
  Required
- Sprint Finish Date
  Required
- Points Per Day
  Required
- Capacity Value
  Required
- Capacity Units
  Required
Action
Write
- Work ID
  Required
- Segment ID
- Start Date
  Required
- Finish Date
  Required
- Work
  Required
- Note
Action
Write
- Project Name
  Required
Action
Search
- Resource ID
  Required
Action
Search
- Role ID
  Required
Action
Search
- Scenario Name
  Required
Action
Search
- Team Name
  Required
Action
Search
- Email
  Required
Action
Search
- Work ID
  Required
- Scenario ID
  Required
Action
Search
- Company ID
  Required
Action
Search

- Status of Invoice
- Trigger each status change
  Required
Trigger
Polling
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Polling
Try It
- State of Project
- Trigger each status change
  Required
Trigger
Polling
Try It
- Combined Entry
  Required
- Automatic Reference Number
- Date (line item support)
  Required
- Reference Number (line item support)
- Currency
  Required
- 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
- Last Name
  Required
- First Name
  Required
- Number
- Birthday
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to upload
  Required
- Filename
  Required
Action
Write
- Invoice
  Required
Action
Write
- Company or Person
  Required
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Code
  Required
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or Person
  Required
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing Company
  Required
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project Name
  Required
Action
Search
- Company Name
  Required
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- Name
  Required
- Code
  Required
- Product Type
  Required
- Description
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Search or write
- Resource ID
- Resource Name
  Required
- Role ID
- Team ID
- Is External
  Required
- Is Group
  Required
- Group Headcount
- Holiday Calendar ID
- Notes
- Email Address
- Active
  Required
- Tags
- Remove Tags
Action
Write
- Work ID
- Scenario ID
  Required
- External ID
- Project ID
  Required
- Sprint ID
- Project Role
- Role ID
  Required
- Resource ID
- Product ID
- Points Per Day Override
- Work input type
  Required
- Work input style
  Required
- Use sprint dates
  Required
- Work Name
- Work Note
- Add tags
- Remove tags
Action
Write
- Project ID
  Required
Action
Search
- Email
  Required
Action
Search
- Role Name
  Required
Action
Search
- Scenario ID
  Required
Action
Search
- Sprint Name
  Required
- Scenario ID
  Required
Action
Search
- Team ID
  Required
Action
Search
- External ID
  Required
- Scenario ID
  Required
Action
Search
- Work ID
  Required
- Start Date
  Required
Action
Search

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Learn moreLearn moreHelpHelp

Related categories

Accounting

About Kelloo

Kelloo is a resource planning and portfolio management platform. Plan, forecast and deliver smarter. We help you get the most from your projects and people.

HelpHelp

Related categories

Project Management