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Set up your first integration
Quickly connect bexio to Shopify with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate bexio with Shopify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Company" from bexio.
Add your action
An action happens after the trigger—such as "Add Line Item to Order" in Shopify.
You’re connected!
Zapier seamlessly connects bexio and Shopify, automating your workflow.
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Frequently Asked Questions about bexio + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and Shopify
How can I connect my bexio account with Shopify?
To connect your bexio account with Shopify, you'll need to use our integration platform. Start by logging into your account on our platform, locate the integration section, and choose bexio and Shopify from the list of app connections. You'll need to provide authentication for both services via our platform. Once authenticated, you can set up triggers and actions for seamless data flow between the two apps.
What triggers are available for the bexio and Shopify integration?
We offer a variety of triggers for integrating bexio with Shopify. Some of the key ones include 'New Order' in Shopify, which can trigger actions such as creating an invoice or updating inventory in bexio. Similarly, when a 'Customer' is updated in Shopify, it can update contact details in bexio automatically.
Can I automate inventory updates from Shopify to bexio?
Yes, you can automate inventory updates between Shopify and bexio by setting up a trigger that recognizes changes in product quantity or new orders in Shopify. This trigger can automatically execute an action to update stock levels in your connected bexio account.
Is it possible to sync customer information between these platforms?
Certainly! Our integration supports syncing customer information between Shopify and bexio. When a new customer is added or an existing customer's details are changed in Shopify, a trigger can initiate an action to update or create this customer profile within bexio.
Are there any limitations on the number of actions that I can configure?
There are no hard limitations on the number of actions; however, performance may vary depending on how complex your workflows are configured. We recommend testing each workflow thoroughly to ensure optimal performance and reliability when syncing data between your applications.
Can I create a custom workflow beyond the pre-set triggers and actions available?
While we provide a wide range of predefined triggers and actions for common tasks, you also have the flexibility to construct custom workflows using our advanced toolset. This allows tailoring specific functions like combining multiple triggers into one comprehensive action pipeline based on your business needs.
How do I handle errors during synchronization between bexio and Shopify?
If you encounter errors during synchronization tasks between bexio and Shopify, our platform provides detailed logs that help pinpoint issues. You can use these logs to identify failed steps or incorrect mappings within triggers or actions setups. Adjusting parameters according to recommended guidelines usually resolves most issues effectively.
Practical ways you can use bexio and Shopify
Sync Shopify orders to Bexio for accounting
When a new paid order is recorded in Shopify, Zapier automatically creates a sales invoice in Bexio. This simplifies bookkeeping by ensuring that sales are accurately reflected in accounting records without manual data entry, helping track revenues and saving time.
Business Owner
Track inventory updates from Shopify to Bexio
When product inventory is updated in Shopify, Zapier updates the corresponding product details in Bexio automatically. This ensures inventory counts remain consistent and simplifies managing stock across platforms, reducing errors and manual effort.
ITCreate projects in Bexio from Shopify orders
When a new order is created in Shopify, Zapier triggers the creation of a project in Bexio. This helps project managers keep track of deliverables associated with specific sales, ensuring workflow continuity and better coordination between departments.
Project ManagementSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerPolling - Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New Product
Triggers new Products.
Try ItTriggerPolling - Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling
- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerPolling - State of Project
- Trigger each status changeRequired
Try ItTriggerPolling- Combined 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
ActionWrite
