bexio + Bidsketch

Create clients in Bidsketch when new or updated persons appear in bexio

Manage your customer details seamlessly with this bexio and Bidsketch workflow. Whenever a person's details are updated or a new person is added in bexio, a client is instantly created in Bidsketch. This consistent update across the platforms eradicates the need for redundant data entry, keeping your data standardized and up-to-date.

When this happens...
New/Updated Person
Triggers when a person is added or updated.
TriggerScheduled
automatically do this!
Create Client
Creates a new client
ActionWrite

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Supported triggers and actions

What does this mean?

New/Updated Company
Triggers when a company is added or updated.
Trigger
Scheduled
Try It
- Status of Order
- Trigger each status changeRequired
Trigger
Scheduled
Try It
New Product
Triggers new Products.
Trigger
Scheduled
Try It
- Status of Quote
- Trigger each status changeRequired
Trigger
Scheduled
Try It
- Company NameRequired
- Department
- Number
- EMail
- Second EMail
- Address
- 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 PeopleRequired
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Address
- 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 PersonRequired
- 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/CodeRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write

- InvoiceRequired
- Recipient MailRequired
- SubjectRequired
- MessageRequired
- Mark as pending
Action
Write
- Product TypeRequired
- NameRequired
- Description
- CodeRequired
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
Action
Write
- NameRequired
- Project TypeRequired
- Project StateRequired
- Company or PersonRequired
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- BillableRequired
- Business ActivityRequired
- Company or Person
- Company Contact Person
- Project
- Status
- TypeRequired
- Date
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account NumberRequired
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order PositionsRequired
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote PositionsRequired
Action
Search
- Last NameRequired
- First NameRequired
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Address
- 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
New Client
Triggered when a client is created through the API or in the Bidsketch app
Trigger
Instant
Try It
New Proposal
Triggers when a proposal is saved for the first time.
Trigger
Instant
Try It
Proposal Viewed
Triggers each time a proposal is viewed by a client
Trigger
Instant
Try It
- NameRequired
- AmountRequired
- Fee TypeRequired
- DescriptionRequired
- Unit
- Quantity
- Category
Action
Write

- Status of Invoice
- Trigger each status changeRequired
Trigger
Scheduled
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Scheduled
Try It
- State of Project
- Trigger each status changeRequired
Trigger
Scheduled
Try It
- Combined EntryRequired
- Automatic Reference Number
- Date (line item support)Required
- Reference Number (line item support)
- CurrencyRequired
- 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 NameRequired
- First NameRequired
- Number
- Birthday
- EMail
- Second EMail
- Address
- 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 uploadRequired
- FilenameRequired
Action
Write
- InvoiceRequired
Action
Write
- Company or PersonRequired
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write
- CodeRequired
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or PersonRequired
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing CompanyRequired
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Address
- 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 PositionsRequired
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project NameRequired
Action
Search
- Company NameRequired
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Address
- 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
- NameRequired
- CodeRequired
- Product TypeRequired
- Description
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
Action
Search or write
- Status
Trigger
Instant
Try It
Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- Address City
- Address State
- Address Country
- Address Zip Code
- Notes
Action
Write
- Template
- NameRequired
- Client EmailRequired
- Client's First NameRequired
- Client's Last NameRequired
- Description
- Client's Company Name
- Client's Phone Number
Action
Write

About bexio

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

Learn more

Related categories

Accounting

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

Help

Related categories

Proposal & Invoice Management

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PRODUCTS

CAPABILITIES

By team

bexio + Bidsketch

Create clients in Bidsketch when new or updated persons appear in bexio

New/Updated Company

New Order

Status of Order

New Product

New Quotes

Status of Quote

Trigger each status changeRequired

Create Company

Company NameRequired

Department

Number

EMail

Second EMail

Address

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

Update Person

Identifier For Existing PeopleRequired

Person Id

Last Name

First Name

Number

Birthday (Format yyyy-mm-dd)

E-Mail

Second E-Mail

Address

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

Create a Sales Invoice

Company or PersonRequired

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/CodeRequired

Line Item QuantityRequired