bexio Integrations

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bexio Integration Details

Launched on Zapier April 26, 2018

Zapier combines Triggers (like "New/Updated Company") and Actions (like "Create Person") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following bexio Triggers, Searches, and Actions are supported by Zapier:

Create Person

Create a new person.

Create Company

Create a new company.

Create a Sales Invoice

Create a product based sales invoice.

Create Project

Creates a project.

Send a Sales-Invoice

Send a Sales-Invoice to an E-Mail address.

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.

Create Product

Creates a product.

Update Company

Updates a company.

Update Product

Updates a product.

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 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 Product

Triggers new Products.

New/Updated Person

Triggers when a person is added or updated.

Find Company

Find a company.

Find Person

Find a person.

Find Product

Finds an existing product by name or code (Line Items supported).

Find Country

Find a country.

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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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