Create integrations between LiquidPlanner Classic and bexio to automate any workflow
WHEN THIS HAPPENS
New or Changed ClientAUTOMATICALLY DO THIS
Create a Sales InvoiceEndless possibilities
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
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect LiquidPlanner Classic 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.
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.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Name
Billable Flag
Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
CommentRequired
Commentator Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Start Date
Finish Date
Owner Name
Comment
Link URL
Description
Note
Parent Name
Package Name
Activity Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
UrlRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Start TimeRequired
Finish TimeRequired
Owner Name
Comment
Link URL
Description
Note
Parent Name
Package Name
Activity Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Low
High
Owner Name
Description
Comment
Link URL
Note
Activity Name
Parent Name
Package Name
External Reference
Delay Until
Promise By
Max Effort
Manual Alert
Started On
Done On
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task IDRequired
Low
High
Activity Name
Restart Timer
Comment
Note
Is Done Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Commentator Name
Comment TextRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Link DescriptionRequired
Url
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Partial Day Event NameRequired
Name
Start Time
Finish Time
Package Name
Parent Name
Activity Name
Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New/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
Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
NameRequired
Sort Order
Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Prerequisite Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Owner
Package Name
Parent Name
Description
Delay Until
Done On
External Reference
Promise By
Max Effort
Manual Alert
Is Done Flag
Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Date
Owner
Comment
Description
Note
Link URL
Activity Name
Parent Name
Package Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Parent Package Name
Owner Name
Parent Name
NameRequired
Description
Delay Until
Done On
External Reference
Manual Alert
Max Effort
Promise By
Is Done Flag
Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Owner Name
Parent Name
Client Name
NameRequired
Description
Delay Until
Done On
External Reference
Manual Alert
Max Effort
Promise By
Is Done Flag
Is on Hold Flag
Parent Package Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
LowRequired
HighRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Work
Low
High
Activity Name
Member Name
Is Done Flag
Done On
Work Performed On
Comment
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Owner Name
Checklist NameRequired
Name
Sort Order
Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Event NameRequired
Name
Start Date
Finish Date
Parent Name
Package Name
Activity Name
Event Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Milestone NameRequired
Name
Date
Activity Name
Package Name
Parent Name
Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
Title
Description
Parent Name
Package Name
Activity Name
Delay Until
Done On
Promise By
Started On
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status 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
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Related categories
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.