bexio + Daylite Integrations

How to connect bexio + Daylite

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Supported triggers and actions

What does this mean?

New Bank Account Transaction
Triggers when a new bank account transaction is processed (Cash accounts are not supported).
Trigger
Scheduled
New/Updated Company
Triggers when a company is added or updated.
Trigger
Scheduled
New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
Trigger
Scheduled
New Order
Triggers when a Order is created or updated with the chosen status (line items not provided).
Trigger
Scheduled
New/Updated Person
Triggers when a person is added or updated.
Trigger
Scheduled
New Product
Triggers new Products.
Trigger
Scheduled
New Project
Triggers when a Project is created or updated with the chosen status.
Trigger
Scheduled
New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
Trigger
Scheduled
bexio
Creates a manual entry in accounting.
Scheduled
Action
bexio
Create a new company.
Scheduled
Action
bexio
Create a new person.
Scheduled
Action
bexio
Updates a person.
Scheduled
Action
bexio
Uploads a file to Inbox.
Scheduled
Action
bexio
Create a product based sales invoice.
Scheduled
Action
bexio
Exports an existing sales invoice as a PDF document.
Scheduled
Action
bexio
Send a Sales-Invoice to an E-Mail address.
Scheduled
Action
bexio
Create a sales order based products.
Scheduled
Action
bexio
Creates a product.
Scheduled
Action
bexio
Updates a product.
Scheduled
Action
bexio
Creates a project.
Scheduled
Action
bexio
Create a sales quote based products.
Scheduled
Action
bexio
Creates a time tracking.
Scheduled
Action
bexio
Updates a company.
Scheduled
Action
bexio
Finds an existing account.
Scheduled
Action
bexio
Find a company.
Scheduled
Action
bexio
Find a country.
Scheduled
Action
bexio
Search an invoice.
Scheduled
Action
bexio
Search an order.
Scheduled
Action
bexio
Find a person.
Scheduled
Action
bexio
Finds an existing product by name or code.
Scheduled
Action
bexio
Search a project.
Scheduled
Action
bexio
Search an quote.
Scheduled
Action
bexio
Finds or creates a company.
Scheduled
Action
bexio
Finds or creates a person.
Scheduled
Action
bexio
Finds or creates a product.
Scheduled
Action
Daylite
Triggers when a Daylite appointment is deleted.
Instant
Trigger
Daylite
Triggers when a Daylite company is deleted.
Instant
Trigger
Daylite
Triggers when a Daylite person is deleted.
Instant
Trigger
Daylite
Triggers when a Daylite form is deleted.
Instant
Trigger
Daylite
Triggers when a Daylite opportunity is deleted.
Instant
Trigger
Daylite
Triggers when a Daylite project is deleted.
Instant
Trigger
Daylite
Triggers when a Daylite task is deleted.
Instant
Trigger
Daylite
Triggers when a new appointment is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new company is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new person is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new form is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new note is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new opportunity is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new project is created in Daylite.
Instant
Trigger
Daylite
Triggers when a new task is created in Daylite.
Instant
Trigger
Daylite
Triggers when a person is sent to the Trash in Daylite.
Instant
Trigger
Daylite
Triggers when an appointment is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a company is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a person is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a Daylite form is updated.
Instant
Trigger
Daylite
Triggers when a note is updated in Daylite.
Instant
Trigger
Daylite
Triggers when an opportunity is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a project is updated in Daylite.
Instant
Trigger
Daylite
Triggers when a task is updated in Daylite.
Instant
Trigger
Daylite
Creates a new object.
Scheduled
Action
Daylite
Creates a new appointment.
Scheduled
Action
Daylite
Creates a new company.
Scheduled
Action
Daylite
Creates a new person and optionally an associated company.
Scheduled
Action
Daylite
Creates a new Email.
Scheduled
Action
Daylite
Creates a new form.
Scheduled
Action
Daylite
Creates a new Note.
Scheduled
Action
Daylite
Creates a new Opportunity.
Scheduled
Action
Daylite
Creates a new opportunity associated with a person or company.
Scheduled
Action
Daylite
Creates a new Project.
Scheduled
Action
Daylite
Creates a new task.
Scheduled
Action
Daylite
Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.
Scheduled
Action
Daylite
Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
Scheduled
Action
Daylite
Updates an existing object.
Scheduled
Action
Daylite
Modifies an appointment.
Scheduled
Action
Daylite
Modifies a company.
Scheduled
Action
Daylite
Modifies a person.
Scheduled
Action
Daylite
Modifies an opportunity.
Scheduled
Action
Daylite
Modifies a project.
Scheduled
Action
Daylite
Modifies a task.
Scheduled
Action
Daylite
Finds an existing object.
Scheduled
Action
Daylite
Finds an existing appointment.
Scheduled
Action
Daylite
Finds an existing company.
Scheduled
Action
Daylite
Finds an existing person.
Scheduled
Action
Daylite
Finds an existing note.
Scheduled
Action
Daylite
Finds an existing opportunity.
Scheduled
Action
Daylite
Finds an existing project.
Scheduled
Action
Daylite
Finds an existing task.
Scheduled
Action
Daylite
Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
Scheduled
Action
Daylite
Finds an existing object.
Scheduled
Action
Daylite
Finds an existing appointment.
Scheduled
Action
Daylite
Find or Create Company
Scheduled
Action
Daylite
Find or Create Company
Scheduled
Action
Daylite
Find or Create Contact
Scheduled
Action
Daylite
Find or Create Contact
Scheduled
Action
Daylite
Find or Create Person
Scheduled
Action
Daylite
Find or Create Person
Scheduled
Action
Daylite
Find or Create Note
Scheduled
Action
Daylite
Find or Create Note
Scheduled
Action
Daylite
Find or Create Opportunity
Scheduled
Action
Daylite
Find or Create Opportunity
Scheduled
Action
Daylite
Find or Create Opportunity
Scheduled
Action
Daylite
Find or Create Project
Scheduled
Action
Daylite
Find or Create Project
Scheduled
Action
Daylite
Find or Create Task
Scheduled
Action

How bexio + Daylite Integrations Work

Step 1: Authenticate bexio and Daylite.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect bexio + Daylite

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 Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

Learn more