bexio

bexio + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect bexio and Insightly, with as many as 138 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect bexio + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New/Updated Company

Triggers when a company is added or updated.

Create Person

Create a new person.

New Sales-Invoice

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

Create Company

Create a new company.

New Bank Account Transaction

Triggers when a new bank account transaction is processed (Cash accounts are not supported).

Create a Sales Invoice

Create a product based sales invoice.

New Project

Triggers when a Project is created or updated with the chosen status.

Create Contact

Create a new contact in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

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

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Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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