How to connect bexio + Expensify
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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
- Expensify
Triggered when a new report is created.
Scheduled
Trigger
- Expensify
Scheduled
Action
- Expensify
Creates a single expense item.
Scheduled
Action
- Expensify
Given a Report ID (from a trigger), export that report to a PDF document.
Scheduled
Action
- Expensify
Retrieves a specific expense report, using the report's number.
Scheduled
Action
How bexio + Expensify Integrations Work
- Step 1: Authenticate bexio and Expensify.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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