bexio

bexio Integrations

  • Save new Gmail attachments to your Bexio inbox

    Do your customers and employees send their receipts as attachments from Gmail? With this integration activated, your receipts received as attachments via Gmail will be saved into your Bexio inbox so your accountant can handle them easily. This integration only works for PDF, PNG and TIFF file formats.

    How it works

    1. You receive a new email in Gmail with an attachment
    2. Zapier copies the attachment to your Bexio Inbox

    Apps involved

    • Gmail
    • Bexio
  • Subscribe new Bexio people to a MailChimp list

    Email marketing is great for continued engagement with your customers, but keeping your contact lists up-to-date manually can be a pain. With this Zapier integration activated, each new person created in Bexio will be added to a list in MailChimp automatically. That way, you don't have to waste time constantly keep your contact lists up-to-date.

    How this Bexio-MailChimp integration works

    1. A new person is added in Bexio
    2. Zapier subscribes them to a MailChimp list

    Apps involved

    • Bexio
    • MailChimp
  • Log new Bexio sales-invoices in a Google Sheet

    Do you want to log all your new Bexio sales-invoices in a Google Sheets spreadsheet for easy analysis? After you set it up, this Zapier integration logs all new Bexio invoices into a Google Sheets spreadsheet automatically.

    How it works

    1. A new sales invoice is created in Bexio
    2. Zapier creates a new row in Google Sheets

    Apps involved

    • Bexio
    • Google Sheets
  • Create new Bexio companies for new Hubspot CRM companies

    Do you want to store your new Hubspot CRM companies in Bexio to keep all information up-to-date? Set up this integration and Zapier will add all new Hubspot CRM companies into Bexio as new companies automatically.

    How it works

    1. A new company is created in HubSpot CRM
    2. Zapier adds this company in Bexio

    Apps involved

    • HubSpot CRM
    • Bexio
  • Create new Bexio people from new Shopify customers

    Do you want to store all your new Shopify customers in Bexio to keep your customer contact information up-to-date within your organization? Once activated, this Zapier integration will add all new Shopify customers into a Bexio automatically.

    How this Bexio-Shopify integration works

    1. A new customer is created in Shopify
    2. Zapier adds this person in Bexio

    Apps involved

    • Shopify
    • Bexio
  • Create new Hubspot CRM companies for new Bexio companies

    Having trouble keeping all of your information up-to-date across your various tools? Once activated, this Zapier integration automatically adds all new Bexio companies into Hubspot CRM so you'll have one less thing to worry about.

    How it works

    1. A new company is created in Bexio
    2. Zapier adds this company to Hubspot CRM

    Apps involved

    • Bexio
    • HubSpot CRM
  • Create Hubspot CRM contacts from new Bexio people

    Looking to add new contacts from Bexio in HubSpot CRM? Set up this integration and Zapier will automatically add all new Bexio people into Hubspot CRM as contacts so you can focus on more important work.

    How it works

    1. A new person is created in Bexio
    2. Zapier adds this person in Hubspot CRM

    Apps involved

    • Bexio
    • HubSpot CRM
  • Create Bexio people for new Pipedrive people

    Do you want to store your new Pipedrive people in Bexio to keep contact information up-to-date across your organization? Once activated, this Zapier integration adds all new Pipedrive people into Bexio as people so your contact lists are always up-to-date.

    How it works

    1. A new person is created in Pipedrive
    2. Zapier adds this person in Bexio

    Apps involved

    • Pipedrive
    • Bexio
  • Update people in Bexio from new or updated rows in Google Sheets

    If you need to update the contacts of your Bexio account, this Zapier integration can help. Once activated, after you add or update a row in Google Sheets, Zapier will lookup and update the person record in Bexio. Keep in mind that the spreadsheet should have a unique identifier to locate the Bexio record you want to update.

    How it works

    1. A row is added or updated in Google Sheets
    2. Zapier updates the person in Bexio

    Apps involved

    • Google Sheets
    • Bexio
  • Update companies in Bexio from new or updated Google Sheets rows

    If you're looking to update the companies in your Bexio account, this Zapier integration can help. Once set up, this Zapier automation will update the companies in Bexio whenever a row is added or updated in Google Sheets automatically. Keep in mind that the spreadsheet should have a unique identifier to identify the record you want to update.

    How it works

    1. A row is added or updated in Google Sheets
    2. Zapier updates the company in Bexio

    Apps involved

    • Google Sheets
    • Bexio
  • Create people and sales invoices in Bexio from new paid orders in Shopify

    After new sales placed on your Shopify store, you may want to store the customers and create new invoices in Bexio. Once activated, this Zapier integration automatically adds your new Shopify customers as people and creates invoices in Bexio.

    Note: It is necessary that the products exist in Bexio and Shopify.

    How it works

    1. A new paid order is placed in Shopify
    2. Zapier adds the customer as a person in Bexio
    3. Zapier creates a sales-invoice in Bexio

    Apps involved

    • Shopify
    • Bexio
  • Export and save new Bexio sales-invoices on Google Drive

    Do you want to store your sales-invoices that are ready for payment as pdfs in Google Drive for safekeeping? Once activated, this Zapier integration will automatically export new Bexio sales-invoices as pdfs then add them to your Google Drive account.

    How it works

    1. A new invoice is ready for payment in Bexio
    2. Zapier exports the invoice as a pdf in Bexio
    3. Zapier stores the pdf in Google Drive

    Apps involved

    • Bexio
    • Google Drive

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bexio Integration Details

Launched on Zapier April 27, 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.

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.