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Question

How do I automate Bexio order generation from digital offer confirmation?

  • September 15, 2023
  • 4 replies
  • 131 views
F

Ich möchte gerne das nach der digitalen Bestätigung des Angebots danach automatisch sich ein Auftrag generiert wird. 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 15, 2023

Hi @folientechnik 

Translated using Google Translate: https://translate.google.com

 

Bexio automation

I would like an order to be automatically generated after the digital confirmation of the offer.

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 15, 2023

Hi @folientechnik 

Good question.

Check out the available Bexio Zap app triggers/actions:

https://zapier.com/apps/bexio/integrations#triggers-and-actions

 

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
F
  • folientechnikBeginner
  • Author
  • Beginner
  • September 16, 2023

Hi @folientechnik 

Good question.

Check out the available Bexio Zap app triggers/actions:

https://zapier.com/apps/bexio/integrations#triggers-and-actions

 

Ich denke nicht das dies der richtige Zap ist, es müsste ja nur der Trigger, Auftrag erstellen getätigt werden. Hier muss man jede Position eingeben die in Frage kommen würde. Wenn ein neuer Artikel dabei ist bei dem Angebot wird dieser nicht mitgenommen. Denke das ist nicht das richtig. 

ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • September 26, 2023

Hi there @folientechnik,

I’m jumping in to see if I can help!

To provide a more specific solution, I need to know:

  1. Which app you're using to manage offers and receive digital confirmations.
  2. Which app you're using to manage and generate orders.

If you're using Bexio for both of these tasks, please let me know maybe I can outline a Zap workflow that I have in mind.

Please keep us posted! 😊

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