bexio Help & Support

What Bexio Triggers and Actions are Supported

Supported Triggers#

  • New/Updated Company - Triggers when a company is added or updated.
  • New Sales-Invoice - Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
  • New Product - Triggers new Products.
  • New Bank Account Transaction - Triggers when a new bank account transaction is processed (Cash accounts are not supported).
  • New Project - Triggers when a Project is created or updated with the chosen status.
  • New/Updated Person - Triggers when a person is added or updated.

Supported Searches#

  • Find Company - Find a company.
  • Find Account - Finds an existing account.
  • Search Invoice - Search an invoice.
  • Find Person - Find a person.
  • Find Product - Finds an existing product by name or code (Line Items supported).
  • Find Country - Find a country.

Supported Actions#

  • Create Project - Creates a project.
  • Create Manual Entry - Creates a manual entry in accounting.
  • Export Invoice to PDF - Exports an existing sales invoice as a PDF document.
  • Upload File to Inbox - Uploads a file to Inbox.
  • Update Person - Updates a person.
  • Create Time Tracking - Creates a time tracking.
  • Send a Sales-Invoice - Send a Sales-Invoice to an E-Mail address.
  • Create Person - Create a new person.
  • Create Company - Create a new company.
  • Create Product - Creates a product.
  • Update Product - Updates a product.
  • Create a Sales Invoice - Create a product based sales invoice.
  • Update Company - Updates a company.

How to Get Started with Bexio on Zapier

When you start creating a Bexio Zap, you will be asked to connect your Bexio account.

Click to connect Bexio

You’ll now be asked to log into your Bexio account (unless you are already logged in).

Login to Bexio

Finally, you will be asked to give Zapier permission to access your account. Click "Allow” to continue.

Login to APP

If all steps were successful your Bexio account will now be successfully connected.

Bexio connection successfull

Common Problems with Bexio on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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

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Getting Started with Zapier

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