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Zapier makes it easy to integrate bexio with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
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bexio
bexio
1. Choose trigger event
Microsoft Office 365
Microsoft Office 365
2. Choose action
1. Select the event
Setup
Test
bexio
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 Office 365.
You’re connected!
Zapier seamlessly connects bexio and Microsoft Office 365, 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.
Create a new record or update an existing record in your app.
Distribution List
Required
User Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
Subject
Required
Start Date & Time
Required
End Date & Time
Required
All Day Event?
Description
Show me as Free or Busy
Attendees
Categories
Location
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
To Email(s)
Required
CC Email(s)
BCC Email(s)
Subject
Required
Body Format
Required
Body
Required
Attachment
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Folder Name
Required
Parent Folder
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Flag Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Mark as
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Categories to Remove
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Draft Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Importance
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
Contact
Required
First Name
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
First Name
Last Name
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Folder_info
Folder
Required
Search terms
From address
Start date
End date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Calendar
Start date and time
Required
End date and time
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use bexio and Microsoft Office 365 with AI agents and code
Beyond Zap workflows. Call bexio and Microsoft Office 365 actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose bexio and Microsoft Office 365 actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Manual Entry
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect bexio and Microsoft Office 365 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
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.
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.
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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.
Learn how to automate Microsoft Office 365 on the Zapier blog
Make work flow with AI
Level up your bexio to Microsoft Office 365 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about bexio + Microsoft Office 365 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 Office 365
How do I connect bexio with Microsoft Office 365?
To connect bexio with Microsoft Office 365, you'll need to use our platform where you can set up triggers and actions. For instance, a trigger in bexio, like creating a new contact, can lead to an action in Office 365, such as automatically adding this contact to your Outlook contacts.
What triggers are available when integrating bexio with Microsoft Office 365?
When integrating bexio with Microsoft Office 365, you can use triggers such as a new invoice creation, or updates to customer data within bexio. These can initiate actions in applications like Excel or Outlook in Office 365.
Can I create an email draft in Outlook when a new deal is closed in bexio?
Yes, you can set up an action within our platform so that when a deal is closed in bexio, an email draft is automatically created in Outlook.
Is it possible to update Excel spreadsheets with information from bexio automatically?
Absolutely. You can configure actions so that whenever there is a new entry or update in your bexio account—such as a financial transaction—it updates specific Excel spreadsheets automatically.
How secure is the integration between bexio and Microsoft Office 365?
Security is our top priority. Data transferred between bexio and Microsoft Office 365 during integration flows through secure channels with end-to-end encryption.
What kind of support do you offer for issues related to integration setups?
We provide comprehensive support through multiple channels including online tutorials, FAQs for troubleshooting common issues related to integration setups, and direct customer service assistance for more complex problems.
Are there limitations on the number of actions I can run between bexio and Office 365 per day?
There may be limitations based on the service tier you select within our platform. Higher tiers usually offer more actions per day. It's advisable to check your plan details to understand the limits applicable to your case.
About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
