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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Observation" from Benetics.

Add your action

An action happens after the trigger—such as "Create Manual Entry" in bexio.

You’re connected!

Zapier seamlessly connects Benetics and bexio, automating your workflow.

Supported 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.

- Benetics project
  Required
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
- Benetics project
  Required
Trigger
Instant
Try It
- Benetics project
  Required
Trigger
Instant
Try It
- Benetics project
  Required
Trigger
Instant
Try It

- Name
  Required
- Address
Action
Write
New/Updated Company
Triggers when a company is added or updated.
Trigger
Polling
Try It

- Status of Order
- Trigger each status change
  Required
Trigger
Polling
Try It
New Product
Triggers new Products.
Trigger
Polling
Try It
- Status of Quote
- Trigger each status change
  Required
Trigger
Polling
Try It
- Company Name
  Required
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write
- Identifier For Existing People
  Required
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Invoice
  Required
- Recipient Mail
  Required
- Subject
  Required
- Message
  Required
- Mark as pending
Action
Write
- Product Type
  Required
- Name
  Required
- Description
- Code
  Required
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Name
  Required
- Project Type
  Required
- Project State
  Required
- Company or Person
  Required
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- Billable
  Required
- Business Activity
  Required
- Company or Person
- Company Contact Person
- Project
- Status
- Type
  Required
- Date
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account Number
  Required
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order Positions
  Required
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote Positions
  Required
Action
Search
- Last Name
  Required
- First Name
  Required
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write

- Benetics project
  Required
Trigger
Instant
Try It
Updated Project
Triggers when a project is updated.
Trigger
Instant
Try It
- Benetics project
  Required
Trigger
Instant
Try It
- Benetics project
  Required
Trigger
Instant
Try It
- Benetics project
  Required
Trigger
Instant
Try It
- File
  Required
- Optional plan filename
- Benetics project
  Required
Action
Write
- Status of Invoice
- Trigger each status change
  Required
Trigger
Polling
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Polling
Try It
- State of Project
- Trigger each status change
  Required
Trigger
Polling
Try It
- Combined Entry
  Required
- Automatic Reference Number
- Date (line item support)
  Required
- Reference Number (line item support)
- Currency
  Required
- 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
- Last Name
  Required
- First Name
  Required
- Number
- Birthday
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to upload
  Required
- Filename
  Required
Action
Write
- Invoice
  Required
Action
Write
- Company or Person
  Required
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Code
  Required
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or Person
  Required
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing Company
  Required
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project Name
  Required
Action
Search
- Company Name
  Required
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- Name
  Required
- Code
  Required
- Product Type
  Required
- Description
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Benetics and bexio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Benetics to bexio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Benetics

Benetics is a construction efficiency platform built in the cloud.

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About bexio

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

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