Create a Folder in Mydocsafe when New Order in Bexio
Create a Portal in Mydocsafe when New Order in Bexio
Create a Portal Group in Mydocsafe when New Order in Bexio
Create a Folder in Mydocsafe when New Quote in Bexio
Create a Portal in Mydocsafe when New Quote in Bexio
Create a Portal Group in Mydocsafe when New Quote in Bexio
Create a Folder in Mydocsafe when New Sales-Invoice in Bexio
Create a Portal in Mydocsafe when New Sales-Invoice in Bexio
Create a Portal Group in Mydocsafe when New Sales-Invoice in Bexio
Create a Folder in Mydocsafe when New/Updated Company in Bexio
Triggers when a new order is created
Triggers when a new quote is created or updated
Triggers when a new sales invoice is created or updated
Triggers when a company is added or updated
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Creates a product
Creates a Project
Creates a person
Creates a company
Exports an existing sales invoice as a pdf document
Search a project
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Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn MoreMyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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