How to connect bexio + Daylite
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- New Bank Account TransactionTriggers when a new bank account transaction is processed (Cash accounts are not supported).Trigger
- New/Updated CompanyTriggers when a company is added or updated.Trigger
- New Sales-InvoiceTriggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).Trigger
- New OrderTriggers when a Order is created or updated with the chosen status (line items not provided).Trigger
- New/Updated PersonTriggers when a person is added or updated.Trigger
- New ProductTriggers new Products.Trigger
- New ProjectTriggers when a Project is created or updated with the chosen status.Trigger
- New QuotesTriggers when a quote is created or updated with the chosen status (line items not provided).Trigger
- 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.
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