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Airtable + bexio

Manage new or updated bexio persons by creating or updating records in Airtable

Keep your contacts up-to-date across your tools with the help of this workflow. Whenever there's a new or updated person in bexio, this automation will create or update a record in your Airtable. This means you'll have a consistent, accurate record of your contacts in both bexio and Airtable, saving you time and ensuring accuracy.

Keep your contacts up-to-date across your tools with the help of this workflow. Whenever there's a new or updated person in bexio, this automation will create or update a record in your Airtable. This means you'll have a consistent, accurate record of your contacts in both bexio and Airtable, saving you time and ensuring accuracy.

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

    Triggers when a person 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
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    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 moreHelp

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bexio logo

About bexio

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

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