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Connect bexio and Microsoft Outlook to unlock the power of automation

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bexio
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bexio
1. Choose trigger event
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Microsoft Outlook
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Microsoft Outlook
2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New/Updated Company" from bexio.

Add your action

An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.

You’re connected!

Zapier seamlessly connects bexio and Microsoft Outlook, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • bexio triggers, actions, and search
    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • State of Project
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Combined Entry
      Required
    • Automatic Reference Number
    • Date (line item support)
      Required
    • Reference Number (line item support)
    • Currency
      Required
    • 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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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect bexio and Microsoft Outlook to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Microsoft Outlook on the Zapier blog

Make work flow with AI

Level up your bexio to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about bexio + Microsoft Outlook integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and Microsoft Outlook

How can I set up an integration between bexio and Microsoft Outlook?

You can set up the integration by using our platform to create a Zap that connects bexio with Microsoft Outlook. You'll start by selecting a trigger from bexio, such as 'New Contact' or 'Updated Invoice', and then choose a corresponding action in Outlook, such as 'Create Contact' or 'Send Email'. Once you've selected your trigger and action, follow the detailed instructions in our interface to link your accounts and customize your settings.

Which triggers are available for bexio when integrating with Microsoft Outlook?

When integrating bexio with Microsoft Outlook, you can use triggers like 'New Contact', 'New Invoice', 'Invoice Updated', and 'Contact Updated' among others. These triggers allow you to automatically perform actions in Outlook based on events occurring in bexio.

What actions can I perform in Microsoft Outlook using data from bexio?

With our integration, you can perform actions such as creating new contacts or sending emails in Microsoft Outlook based on data from bexio. For instance, when a new contact is created in bexio, you might trigger the creation of a corresponding contact in your Outlook address book.

Do I need programming skills to integrate bexio with Microsoft Outlook?

No programming skills are required to integrate bexio with Microsoft Outlook. Our user-friendly interface guides you through setting up workflows between the two applications using events (triggers) and actions without any coding needed.

Can I customize how data is transferred between bexio and Microsoft Outlook?

Yes, you can customize how data is transferred between bexio and Microsoft Outlook by mapping fields when creating your Zap. This customization allows you to ensure that specific details are accurately reflected across both platforms according to your business needs.

Is it possible to automate email alerts in Microsoft Outlook for updates in bexio?

Yes, you can automate email alerts by setting an updated event (trigger) such as ‘Invoice Updated’ in bexio which then performs the action ‘Send Email’ via Microsoft Outlook. This ensures timely notifications directly through your email.

Are there limitations on the number of Zaps I can create between bexio and Microsoft Outlook?

The number of Zaps you can create depends on your subscription plan with us. Each plan offers a different quota of Zaps that can run simultaneously. Check your plan's limits to determine how many integrations you can maintain at once.

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About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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