awork + bexio Integration

If you're a small business owner who uses bexio to manage your finances, you may be wondering if there's a way to automatically create a company profile in awork whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with awork and bexio!

If you're using awork to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in bexio, use this automation to create a project in awork. This will help keep your time tracking organized and easy to access.

If you use bexio to manage your invoice, you can also use awork to create and manage task associated with those invoice. Creating a task in awork will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

If you use bexio as your bookkeeping software, there's an easy way to create task in awork. With the help of this automation, whenever you create a new order in bexio, a task will automatically be created in awork for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!

If you're using the time tracking app awork to manage your project, you'll want to create a company in bexio to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in bexio whenever you create a project in awork.

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this awork - bexio integration, anytime a new awork client is created, an bexio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

bexio and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in bexio, do you also create a task in awork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.