bexio + monday.com
Create new monday.com items from new bexio quotes
Manage your workflows more efficiently with this integration between bexio and monday.com. When a new quote is generated in bexio, an item is readily created in monday.com. This seamless process eliminates manual data entry, fosters team collaboration and enhances real-time project tracking. Streamlining these tasks ensures your team can focus on more important tasks that contribute to the business growth.
Manage your workflows more efficiently with this integration between bexio and monday.com. When a new quote is generated in bexio, an item is readily created in monday.com. This seamless process eliminates manual data entry, fosters team collaboration and enhances real-time project tracking. Streamlining these tasks ensures your team can focus on more important tasks that contribute to the business growth.
- When this happens...New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- 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
