Create integrations between CallPaaS and bexio to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect CallPaaS and bexio 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.
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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.
Address
Triggers when a new address is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBooking
Triggers when a new booking is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCancellation
Triggers when a new cancellation is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConsultant Name
Triggers when a new consultant name is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDepartment
Triggers when a new department is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail
Triggers when a new email is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocation
Triggers when a new location is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planMobile Number
Triggers when a new mobile number is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrder
Triggers when a new order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPhone Number
Triggers when a new phone number is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct Age
Triggers when a new product age is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuotation
Triggers when a new quotation is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planService
Triggers when a new service is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatement
Triggers when a new statement is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTerms Conditions
Triggers when a new terms conditions is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Slot
Triggers when a new timeslot is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planZipcode
Triggers when a new zipcode is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Invoice
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew/Updated Person
Triggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planState of Project
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCombined 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First NameRequired
Number
Birthday
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File to uploadRequired
FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Order Date
API Reference
Order Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Name
Description
Remarks
Sales Price
Currency
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Quote Date
API Reference
quote Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing CompanyRequired
Company Id
Name
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Number of staff
Tax Nr
Trade Register Number
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
API Reference
Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast Name
First Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
EMail
Number
Phone
Mobile
Department
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone second
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
CodeRequired
Product TypeRequired
Description
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Agent
Triggers when a new agent is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBrand
Triggers when a new brand is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany Name
Triggers when a new company name is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCountry
Triggers when a new country is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate
Triggers when a new date is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDuration
Triggers when a new duration is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice
Triggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planMessage
Triggers when a new message is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
Triggers when a new name is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct
Triggers when a new product is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct Type
Triggers when a new product type is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSerial Number
Triggers when a new serial number is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planState
Triggers when a new state is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSuburb
Triggers when a new suburb is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime
Triggers when a new time is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTotal Order
Triggers when a new total order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Order
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Quote
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany NameRequired
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Phone second
Mobile
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing PeopleRequired
Person Id
Last Name
First Name
Number
Birthday (Format yyyy-mm-dd)
E-Mail
Second E-Mail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Invoice Date
Payment Due Date
API Reference
Invoice Title
Invoice Status
VAT included in the total
Currency
Bank Account
Project
Line Item Product Key
Line Item Name/Id/CodeRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Recipient MailRequired
SubjectRequired
MessageRequired
Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TypeRequired
NameRequired
Description
CodeRequired
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project TypeRequired
Project StateRequired
Company or PersonRequired
Company Contact Person
Start Date
End Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillableRequired
Business ActivityRequired
Company or Person
Company Contact Person
Project
Status
TypeRequired
Date
Duration
Start Time
End Time
Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder Number
API Reference
Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
API Reference
Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast NameRequired
First NameRequired
EMail
Number
Phone
Mobile
Birthday
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Second Phone
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found