bexio Integrations

Name: Zapier
Availability: InStock

Put bexio to work with AI and enterprise-grade automation

Automate smarter with bexio and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Airtable

Databases

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Shopify

eCommerce

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

ActiveCampaign

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Airtable

Databases

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Shopify

eCommerce

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Airtable

Databases

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Shopify

eCommerce

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

ActiveCampaign

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Subscribe new Bexio people to a Mailchimp list
Details
Try it
bexio + Mailchimp
Add or update Brevo contacts for new or updated persons in bexio
Details
Try it
bexio + Brevo
Create new bexio persons from new Jotform submissions
Details
Try it
Jotform + bexio
Send new bexio orders to Google Ads as offline conversions
Details
Try it
bexio + Google Ads
Save new Gmail attachments to your Bexio inbox [Business Gmail Accounts Only]
Details
Try it
Gmail + bexio
Update people in bexio when contact persons are updated in MOCO
Details
Try it
MOCO + bexio

Subscribe new Bexio people to a Mailchimp list

Details

Try it

bexio + Mailchimp

Add or update Brevo contacts for new or updated persons in bexio

Details

Try it

bexio + Brevo

Create new bexio persons from new Jotform submissions

Details

Try it

Jotform + bexio

Send new bexio orders to Google Ads as offline conversions

Details

Try it

bexio + Google Ads

Save new Gmail attachments to your Bexio inbox [Business Gmail Accounts Only]

Details

Try it

Gmail + bexio

Update people in bexio when contact persons are updated in MOCO

Details

Try it

MOCO + bexio

Create new bexio persons whenever new forms are submitted in Wix

Details

Try it

Wix + bexio

Create new monday.com items from new bexio quotes

Details

Try it

bexio + monday.com

Create new Notion database items from new bexio sales-invoices

Details

Try it

bexio + Notion

Create new bexio companies for contacts added in Close

Details

Try it

Close + bexio

Create new Dropbox folders for every new project in bexio

Details

Try it

bexio + Dropbox

Manage new or updated bexio persons by updating contacts in Brevo

Details

Try it

bexio + Brevo

Create new bexio persons whenever new forms are submitted in Wix
Details
Try it
Wix + bexio
Create new monday.com items from new bexio quotes
Details
Try it
bexio + monday.com
Create new Notion database items from new bexio sales-invoices
Details
Try it
bexio + Notion
Create new bexio companies for contacts added in Close
Details
Try it
Close + bexio
Create new Dropbox folders for every new project in bexio
Details
Try it
bexio + Dropbox
Manage new or updated bexio persons by updating contacts in Brevo
Details
Try it
bexio + Brevo

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.

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

- 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

For builders

Let your AI safely access bexio

Go beyond Zap workflows. Install Zapier in your AI to call bexio actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in bexio from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Manual Entry
Create Company

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose bexio actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a bexio connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "bexio", owner: "me" });

await zapier.runAction({
  app: 'bexio',
  action: 'accounting_manual_entry',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

bexio Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About bexio

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

Learn moreLearn moreHelpHelp

Related categories

Accounting

bexio Integrations

Put bexio to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Subscribe new Bexio people to a Mailchimp list

Add or update Brevo contacts for new or updated persons in bexio

Create new bexio persons from new Jotform submissions

Send new bexio orders to Google Ads as offline conversions

Save new Gmail attachments to your Bexio inbox [Business Gmail Accounts Only]

Update people in bexio when contact persons are updated in MOCO

Subscribe new Bexio people to a Mailchimp list

Add or update Brevo contacts for new or updated persons in bexio

Create new bexio persons from new Jotform submissions

Send new bexio orders to Google Ads as offline conversions

Save new Gmail attachments to your Bexio inbox [Business Gmail Accounts Only]

Update people in bexio when contact persons are updated in MOCO

Create new bexio persons whenever new forms are submitted in Wix

Create new monday.com items from new bexio quotes

Create new Notion database items from new bexio sales-invoices

Create new bexio companies for contacts added in Close

Create new Dropbox folders for every new project in bexio

Manage new or updated bexio persons by updating contacts in Brevo

Create new bexio persons whenever new forms are submitted in Wix

Create new monday.com items from new bexio quotes

Create new Notion database items from new bexio sales-invoices

Create new bexio companies for contacts added in Close

Create new Dropbox folders for every new project in bexio

Manage new or updated bexio persons by updating contacts in Brevo

Let your AI safely access bexio

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

bexio Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular bexio Integrations

Popular bexio Integrations

Connect Your App Accounts to Zapier