bexio + Booqable

Create new bexio sales orders from updated Booqable orders

Keep your sales process streamlined and efficient. With this workflow, as soon as an order gets updated in Booqable, a corresponding sales order is created in bexio. It ensures that your sales records are always accurate and up-to-date, reducing unnecessary admin chores and giving you time to focus on more important tasks. Benefit from instantly updated records and a seamless transition between the two platforms.

When this happens...
Updated Order
Triggers when an order is updated.
TriggerInstant
automatically do this!
Create a Sales Order
Create a sales order based products.
ActionWrite

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Supported triggers and actions

Completed Payment
Triggers when a payment is completed.
Trigger
Instant
Try It
Finalize Invoice
Triggers when an invoice is finalized.
Trigger
Instant
Try It
Started Order
Triggers when an order is started.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated.
Trigger
Instant
Try It
- IDRequired
Action
Write

- Customer IDRequired
Action
Search
- Order IDRequired
Action
Search

- Status of Invoice
- Trigger each status changeRequired
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 changeRequired
Trigger
Polling
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

New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
Reserved Order
Triggers when an order is reserved.
Trigger
Instant
Try It
Stopped Order
Triggers when an order is stopped.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- IDRequired
- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or emailRequired
Action
Search
New/Updated Company
Triggers when a company is added or updated.
Trigger
Polling
Try It
- Status of Order
- Trigger each status changeRequired
Trigger
Polling
Try It
New Product
Triggers new Products.
Trigger
Polling
Try It
- Status of Quote
- Trigger each status changeRequired
Trigger
Polling
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

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 Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

bexio + Booqable

Create new bexio sales orders from updated Booqable orders

Completed Payment

Finalize Invoice

Started Order

Updated Order

Delete Customer

Find Customer - By ID

Find Order - By ID

New Sales-Invoice

New/Updated Person

New Project

Create Manual Entry

Create Person

Upload File to Inbox

Export Invoice to PDF

Create a Sales Order

Update Product

Create a Sales Quote

Update Company

Find Company

Search Invoice

Find Person

Search Project

Find or Create Company

Find or Create Product

New Customer

Reserved Order

Stopped Order

Create Customer

Update Customer

Find Customer - By Name or Email

New/Updated Company

New Order

New Product

New Quotes

Create Company

Update Person

Create a Sales Invoice

Send a Sales-Invoice

Create Product

Create Project

Create Time Tracking

Find Account

Find Country

Search Order

Find Product

Search Quote

Find or Create Person

About bexio

Related categories

About Booqable

Related categories

Similar apps

Zapier Interfaces