bexio + Microsoft Outlook

Send new bexio bank account transactions via email in Microsoft Outlook

Stay on top of your finances with this efficient workflow that connects bexio and Microsoft Outlook. Whenever a new bank account transaction is recorded in bexio, an email will be sent through Microsoft Outlook, helping you to effortlessly monitor your financial activities. Streamline your process and ensure you never miss an important transaction with this seamless integration.

Stay on top of your finances with this efficient workflow that connects bexio and Microsoft Outlook. Whenever a new bank account transaction is recorded in bexio, an email will be sent through Microsoft Outlook, helping you to effortlessly monitor your financial activities. Streamline your process and ensure you never miss an important transaction with this seamless integration.

  1. When this happens...
    bexiobexio

    List Bank Accounts.

    TriggerScheduled
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    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
  • bexio triggers, actions, and search

    New Product

    Triggers new Products.

    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
  • bexio triggers, actions, and search

    New/Updated Person

    Triggers when a person is added or updated.

    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
bexio logo
bexio logo

About bexio

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

Related categories

  • Accounting
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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