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  • Daylite logoDaylite logo

bexio + Daylite Integrations

How to connect bexio + Daylite

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  • bexio triggers, actions, and search
    New Bank Account Transaction
    Triggers when a new bank account transaction is processed (Cash accounts are not supported).
    Trigger
    Scheduled
  • bexio triggers, actions, and search
    New/Updated Company
    Triggers when a company is added or updated.
    Trigger
    Scheduled
  • bexio triggers, actions, and search
    New Sales-Invoice
    Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
    Trigger
    Scheduled
  • bexio triggers, actions, and search
    New Order
    Triggers when a Order is created or updated with the chosen status (line items not provided).
    Trigger
    Scheduled
  • bexio triggers, actions, and search
    New/Updated Person
    Triggers when a person is added or updated.
    Trigger
    Scheduled
  • bexio triggers, actions, and search
    New Product
    Triggers new Products.
    Trigger
    Scheduled
  • bexio triggers, actions, and search
    New Project
    Triggers when a Project is created or updated with the chosen status.
    Trigger
    Scheduled
  • bexio triggers, actions, and search
    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

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

About bexio

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

Related categories

daylite logo
daylite logo

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

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