Connect bexio and Microsoft Outlook to unlock the power of automation
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Set up your first integration
Quickly connect bexio to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate bexio with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
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.
- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerPolling - Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New Product
Triggers new Products.
Try ItTriggerPolling - Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling
- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerPolling - State of Project
- Trigger each status changeRequired
Try ItTriggerPolling- 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
ActionWrite
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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
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Outlook on the Zapier blog
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.
