Airtable + bexio

Maintain updated Airtable records each time there are new or updated companies in bexio

Unleash the potential of bexio with direct integration with Airtable. With this workflow, each time a company is updated or a new one is added in bexio, a corresponding record is created or refreshed in Airtable. This automation is a perfect solution to smoothly manage your company data across both platforms, reducing manual work and promoting efficient data handling.

Unleash the potential of bexio with direct integration with Airtable. With this workflow, each time a company is updated or a new one is added in bexio, a corresponding record is created or refreshed in Airtable. This automation is a perfect solution to smoothly manage your company data across both platforms, reducing manual work and promoting efficient data handling.

  1. When this happens...
    bexiobexio
    New/Updated Company

    Triggers when a company is added or updated.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Updates an existing record if one exists, otherwise creates a new record.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Scheduled
    Try It
    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
  • bexio triggers, actions, and search

    New Product

    Triggers new Products.

    Trigger
    Scheduled
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
  • bexio triggers, actions, and search

    New/Updated Person

    Triggers when a person is added or updated.

    Trigger
    Scheduled
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • 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

    Action
    Write
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airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

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  • Databases

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bexio logo
bexio logo

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn more

Related categories

  • Accounting