bexio

bexio + Close Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect bexio and Close, with as many as 431 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect bexio + Close and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New/Updated Company

Triggers when a company is added or updated.

Create Person

Create a new person.

New Sales-Invoice

Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).

Create Company

Create a new company.

New Bank Account Transaction

Triggers when a new bank account transaction is processed (Cash accounts are not supported).

Create a Sales Invoice

Create a product based sales invoice.

New Project

Triggers when a Project is created or updated with the chosen status.

Run Sent Email Report

Runs a sent email report for your organization.

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Run Status Change Report

Runs a status change report for your organization.

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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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Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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