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bexio + Google Drive

Export and save new Bexio sales-invoices on Google Drive

Do you want to store your sales-invoices that are ready for payment as pdfs in Google Drive for safekeeping? Once activated, this Zapier integration will automatically export new Bexio sales-invoices as pdfs then add them to your Google Drive account.

Do you want to store your sales-invoices that are ready for payment as pdfs in Google Drive for safekeeping? Once activated, this Zapier integration will automatically export new Bexio sales-invoices as pdfs then add them to your Google Drive account.

  1. When this happens...
    bexiobexio
    New Sales-Invoice

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

    TriggerScheduled
  2. automatically do this...
    bexiobexio
    Export Invoice to PDF

    Exports an existing sales invoice as a PDF document.

    ActionWrite
  3. then do this!
    Google DriveGoogle Drive
    Upload File

    Triggers when any new file is added (inside of any folder).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • bexio triggers, actions, and search

    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Scheduled
    Try It
    • Status of Order

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Quote

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Scheduled
    Try It
    • Combined EntryRequired

    • Automatic Reference Number

    • Date (line item support)Required

    • Reference Number (line item support)

    • CurrencyRequired

    • Debit Account Numbers (line item support)Required

    • Credit Account Numbers (line item support)Required

    • Vat (line item support)

    • VAT Account

    • Description (line item support)

    • Amount (line item support)Required

    Action
    Write
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About bexio

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

Related categories

  • Accounting
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