PSOhub + bexio Integrations

How to connect PSOhub + bexio

Zapier lets you send info between PSOhub and bexio automatically—no code required.

When this happens...

automatically do this!

Free forever for core features
14 day trial for premium features & apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

New Contract Line
Triggers when a new contract line is added to an active project.
Trigger
Scheduled
Try It
- Account e-mailRequired
  The e-mail address of the account that wants to create a timesheet registration
- ProjectRequired
- LineIDRequired
  Use either the name of the contract line or the display name:
  10.001 - Contract Line
  or Contract Line
- Role
- Date & time fromRequired
- Date & time until
- HoursRequired
- MinutesRequired
- Description
Action
Write
New/Updated Company
Triggers when a company is added or updated.
Trigger
Scheduled
Try It
- Status of Order
  Select the status of Order you want to trigger. If you leave empty, all orders are taken into account
- Trigger each status changeRequired
  Setting this to “yes” will trigger whenever the status of the Order changes instead of just once.
Trigger
Scheduled
Try It
New Product
Triggers new Products.
Trigger
Scheduled
Try It

- Status of Quote
  Select the status of quotes you want to trigger. If you leave empty, all quotes are taken into account
- Trigger each status changeRequired
  Setting this to “yes” will trigger whenever the status of the quote changes instead of just once.
Trigger
Scheduled
Try It
- Company NameRequired
  Name field of the company or the contact surname
- Department
  Department of the company
- Number
  The number must be unique over all companies and people
- EMail
- Second EMail
- Address
- Zip
- City
- Country
  Id of the country the address is in
- Correspondence Type
  Set the preferred correspondence type
- Categories
  Add the new company to these categories
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write

- Identifier For Existing PeopleRequired
- Person Id
- Last Name
  Name field of the company or the contact surname
- First Name
  Name field of the contact firstname
- Number
  The number must be unique over all companies and people
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Address
- Zip
- City
- Country
  Id of the country the address is in
- Correspondence Type
  Set the preferred correspondence type
- Group Ids
  Ids of groups the contact is in
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or PersonRequired
  The company or person you are invoicing.
- Company Contact Person
  The contact person for the company you are invoicing. Will be ignored if you are invoicing a person.
- Invoice Date
  Date where the invoice is issued (YYYY-MM-DD)
- Payment Due Date
  Date where the invoice has to be paid (YYYY-MM-DD)
- API Reference
  This field can only be read and edited by the api. It can be used to save references to other systems.
- Invoice Title
  An optional Title for the Inoivce
- Invoice Status
  The status of invoices after it is created. If you leave empty, the invoices status will be draft
- VAT included in the total
- Currency
- Bank Account
  The bank account the payments for this invoice are booked to.
- Project
  The project the invoice refers to.
- Line Item Product Key
  Indicates the type of the input in the field "Line Item Name/Id/Code"
- Line Item Name/Id/CodeRequired
  Note: You must enter either product name or product Id of an existing product in Bexio. If you choose a product key you need the enter the selected type.
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
  If empty, the default product text will be used.
- Line Item Discount in %
Action
Write
- InvoiceRequired
- Recipient MailRequired
  E-Mail address of the invoice recipient.
- SubjectRequired
  E-Mail subject
- MessageRequired
  E-Mail message. You can supply a [Network Link] term in your message body to include an inline link to the invoice eg. "Here is your latest invoice [Network Link]."
- Mark as pending
  Mark the invoice as pending after sending
Action
Write
- Product TypeRequired
- NameRequired
- Description
- CodeRequired
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
Action
Write
- NameRequired
- Project Type
- Project StateRequired
- Company or PersonRequired
  The company or person you are doing the project for.
- Company Contact Person
  The contact person for the company you are doing the project for. Will be ignored if you are doing it for a person.
- Start DateRequired
- End Date
- Comment
Action
Write
- BillableRequired
- Business ActivityRequired
- Company or Person
  The company or person you are doing a time tracking for.
- Company Contact Person
  The contact person for the company you are doing a time tracking for. Will be ignored if you are doing it for a person.
- Project
  The project the time tracking is for
- Status
- TypeRequired
- Date
  Use if chosen type is Duration
- Duration
  Use if chosen type is Duration
- Start Time
  Use if chosen type is Range
- End Time
  Use if chosen type is Range
- Text
Action
Write
- Account NumberRequired
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order PositionsRequired
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote PositionsRequired
Action
Search
- Last NameRequired
- First NameRequired
- EMail
- Number
  The number must be unique over all companies and people
- Phone
- Mobile
- Birthday
  Birthday in Format yyyy-mm-dd
- Second EMail
- Address
- Zip
- City
- Country
  Id of the country the address is in
- Correspondence Type
  Set the preferred correspondence type
- Categories
  Add the new contact to these categories
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write

New Active Project
Triggers when a project is set to active.
Trigger
Scheduled
Try It
- Bank AccountRequired
Trigger
Scheduled
Try It
- Status of Invoice
  Select the status of invoices you want to trigger. If you leave empty, all invoices are taken into account
- Trigger each status changeRequired
  Setting this to “yes” will trigger whenever the status of the invoice changes instead of just once.
Trigger
Scheduled
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Scheduled
Try It
- State of Project
  Select the status of project you want to trigger. If you leave empty, all projects are taken into account
- Trigger each status changeRequired
  Setting this to “yes” will trigger whenever the status of the project changes instead of just once.
Trigger
Scheduled
Try It
- Combined EntryRequired
  Create a single or a combined entry
- Automatic Reference Number
  Indicates if the reference number needs to be created automatically. If yes, do not add a reference number
- Date (line item support)Required
  Need to be one date for one single entry or a combined entry. To create several single entries add the dates as line items.
- Reference Number (line item support)
  Needs to be one reference number for one single entry or a combined entry. To create several single entries add the reference numbers as line items.
- CurrencyRequired
- Debit Account Numbers (line item support)Required
  Needs to be one account for one single entry. For several single entries or a combined entry add the accounts as line items.
- Credit Account Numbers (line item support)Required
  Needs to be one account for one single entry. For several single entries or a combined entry add the accounts as line items.
- Vat (line item support)
  Needs to be one VAT for one single entry. For several single entries or a combined entry add VAT as line items.
- VAT Account
  Defines if the VAT is booked on the debit or credit account
- Description (line item support)
- Amount (line item support)Required
Action
Write
- Last NameRequired
- First NameRequired
- Number
  The number must be unique over all companies and people
- Birthday
  Birthday in Format yyyy-mm-dd
- EMail
- Second EMail
- Address
- Zip
- City
- Country
  Id of the country the address is in
- Correspondence Type
  Set the preferred correspondence type
- Categories
  Add the new contact to these categories
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to uploadRequired
  Maximum Filesize is 5MB
- FilenameRequired
  The filename must include the file extension
Action
Write
- InvoiceRequired
Action
Write
- Company or PersonRequired
  The company or person the order is for.
- Company Contact Person
  The contact person for the company the order is for.
- Order Date
  Date where the order is issued (YYYY-MM-DD)
- API Reference
  This field can only be read and edited by the api. It can be used to save references to other systems.
- Order Title
  An optional Title for the order
- VAT included in the total
- Project
  The project the order refers to.
- Line Item Name/IdRequired
  Note: You must enter either product name or product Id of an existing product in Bexio.
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
  If empty, the default product text will be used.
- Line Item Discount in %
Action
Write
- CodeRequired
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or PersonRequired
  The company or person the quote is for.
- Company Contact Person
  The contact person for the company the quote is for.
- Quote Date
  Date where the quote is issued (YYYY-MM-DD)
- API Reference
  This field can only be read and edited by the api. It can be used to save references to other systems.
- quote Title
  An optional Title for the quote
- VAT included in the total
- Project
  The project the quote refers to.
- Line Item Name/IdRequired
  Note: You must enter either product name or product Id of an existing product in Bexio.
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
  If empty, the default product text will be used.
- Line Item Discount in %
Action
Write
- Identifier For Existing CompanyRequired
- Company Id
  Only select the company id if you chose company id as the Identifier For Existing Company
- Name
  Name field of the company
- Department
  Department of the company
- Number
  The number must be unique over all companies and people
- EMail
- Second EMail
- Address
- Zip
- City
- Country
  Id of the country the address is in
- Correspondence Type
  Set the preferred correspondence type
- Group Ids
  Ids of groups the contact is in
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice PositionsRequired
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project NameRequired
Action
Search
- Company NameRequired
  Name field of the company or the contact surname
- EMail
- Number
  The number must be unique over all companies and people
- Phone
- Mobile
- Department
  Department of the company
- Second EMail
- Address
- Zip
- City
- Country
  Id of the country the address is in
- Correspondence Type
  Set the preferred correspondence type
- Categories
  Add the new company to these categories
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- NameRequired
- CodeRequired
- Product TypeRequired
- Description
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
Action
Search or write

How PSOhub + bexio Integrations Work

Step 1: Authenticate PSOhub and bexio.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect PSOhub + bexio

About PSOhub

PSOhub provides predictive project management, smart contract management, self-driving time and expense tracking, and invoicing in a seamlessly integrated platform.

Related categories

Project Management

About bexio

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

Learn more

Related categories

Accounting

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

PSOhub + bexio Integrations

How to connect PSOhub + bexio

Connect your apps and automate workflows

New Contract Line

Create Timesheet

Account e-mailRequired

ProjectRequired

LineIDRequired

Role

Date & time fromRequired

Date & time until

HoursRequired

MinutesRequired

Description

New/Updated Company

New Order

Status of Order

Trigger each status changeRequired

New Product

New Quotes

Status of Quote

Trigger each status changeRequired

Create Company

Company NameRequired

Department

Number

EMail

Second EMail

Address

Zip

City

Country

Correspondence Type

Categories

Phone

Phone second

Mobile

Fax

Skype Name

Language Id

Remarks

Number of Staff

Tax Nr

Trade Register Number

Url

Contact Person

Update Person

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

Create a Sales Invoice

Company or PersonRequired

Company Contact Person

Invoice Date

Payment Due Date

API Reference