Active Collab + bexio Integrations

How to connect Active Collab + bexio

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a comment is added to an object in Active Collab.
Trigger
Instant
New Project
Triggers when new project is created.
Trigger
Instant
New Task
Triggers when a new task is created.
Trigger
Instant
Task Closed
Triggers when a task is closed in Active Collab.
Trigger
Instant
New Task List
Triggers when a new task list is created in a project in Active Collab.
Trigger
Instant
Task Moved
Triggers when a task is moved to another task list.
Trigger
Instant
Time Tracked
User has tracked time on project or task.
Trigger
Instant
Add Comment to Task
Creates a new comment in selected task.
Action
Write
Active Collab
Creates a new company.
Scheduled
Action
Active Collab
Completes a project.
Scheduled
Action
Active Collab
Completes a task.
Scheduled
Action
Active Collab
Creates a new project.
Scheduled
Action
Active Collab
Creates a task.
Scheduled
Action
Active Collab
Creates a new discussion in a project.
Scheduled
Action
Active Collab
Adds a new comment to discussion.
Scheduled
Action
Active Collab
Invites a new user to a project.
Scheduled
Action
bexio
Triggers when a new bank account transaction is processed (Cash accounts are not supported).
Scheduled
Trigger
bexio
Triggers when a company is added or updated.
Scheduled
Trigger
bexio
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
Scheduled
Trigger
bexio
Triggers when a Order is created or updated with the chosen status (line items not provided).
Scheduled
Trigger
bexio
Triggers when a person is added or updated.
Scheduled
Trigger
bexio
Triggers new Products.
Scheduled
Trigger
bexio
Triggers when a Project is created or updated with the chosen status.
Scheduled
Trigger
bexio
Triggers when a quote is created or updated with the chosen status (line items not provided).
Scheduled
Trigger
bexio
Creates a manual entry in accounting.
Scheduled
Action
bexio
Create a new company.
Scheduled
Action
bexio
Create a new person.
Scheduled
Action
bexio
Updates a person.
Scheduled
Action
bexio
Uploads a file to Inbox.
Scheduled
Action
bexio
Create a product based sales invoice.
Scheduled
Action
bexio
Exports an existing sales invoice as a PDF document.
Scheduled
Action
bexio
Send a Sales-Invoice to an E-Mail address.
Scheduled
Action
bexio
Create a sales order based products.
Scheduled
Action
bexio
Creates a product.
Scheduled
Action
bexio
Updates a product.
Scheduled
Action
bexio
Creates a project.
Scheduled
Action
bexio
Create a sales quote based products.
Scheduled
Action
bexio
Creates a time tracking.
Scheduled
Action
bexio
Updates a company.
Scheduled
Action
bexio
Finds an existing account.
Scheduled
Action
bexio
Find a company.
Scheduled
Action
bexio
Find a country.
Scheduled
Action
bexio
Search an invoice.
Scheduled
Action
bexio
Search an order.
Scheduled
Action
bexio
Find a person.
Scheduled
Action
bexio
Finds an existing product by name or code.
Scheduled
Action
bexio
Search a project.
Scheduled
Action
bexio
Search an quote.
Scheduled
Action
bexio
Finds or creates a company.
Scheduled
Action
bexio
Finds or creates a person.
Scheduled
Action
bexio
Finds or creates a product.
Scheduled
Action

How Active Collab + bexio Integrations Work

Step 1: Authenticate Active Collab and bexio.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.