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Question

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

  • 15 September 2023
  • 4 replies
  • 24 views
F

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

4 replies

Troy Tessalone
Userlevel 7
Badge +14

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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
F

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
Userlevel 7
Badge +6

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! 😊

Reply


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