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  • bexio logobexio logo

Salesforce + bexio Integrations

How to connect Salesforce + bexio

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  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

  • bexio

    Triggers when a new bank account transaction is processed (Cash accounts are not supported).

    Scheduled

    Trigger

  • bexio

    Triggers when a company is added or updated.

    Scheduled

    Trigger

  • bexio

    Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).

    Scheduled

    Trigger

  • bexio

    Triggers when a Order is created or updated with the chosen status (line items not provided).

    Scheduled

    Trigger

  • bexio

    Triggers when a person is added or updated.

    Scheduled

    Trigger

  • bexio

    Triggers new Products.

    Scheduled

    Trigger

  • bexio

    Triggers when a Project is created or updated with the chosen status.

    Scheduled

    Trigger

  • bexio

    Triggers when a quote is created or updated with the chosen status (line items not provided).

    Scheduled

    Trigger

  • bexio

    Creates a manual entry in accounting.

    Scheduled

    Action

  • bexio

    Create a new company.

    Scheduled

    Action

  • bexio

    Create a new person.

    Scheduled

    Action

  • bexio

    Updates a person.

    Scheduled

    Action

  • bexio

    Uploads a file to Inbox.

    Scheduled

    Action

  • bexio

    Create a product based sales invoice.

    Scheduled

    Action

  • bexio

    Exports an existing sales invoice as a PDF document.

    Scheduled

    Action

  • bexio

    Send a Sales-Invoice to an E-Mail address.

    Scheduled

    Action

  • bexio

    Create a sales order based products.

    Scheduled

    Action

  • bexio

    Creates a product.

    Scheduled

    Action

  • bexio

    Updates a product.

    Scheduled

    Action

  • bexio

    Creates a project.

    Scheduled

    Action

  • bexio

    Create a sales quote based products.

    Scheduled

    Action

  • bexio

    Creates a time tracking.

    Scheduled

    Action

  • bexio

    Updates a company.

    Scheduled

    Action

  • bexio

    Finds an existing account.

    Scheduled

    Action

  • bexio

    Find a company.

    Scheduled

    Action

  • bexio

    Find a country.

    Scheduled

    Action

  • bexio

    Search an invoice.

    Scheduled

    Action

  • bexio

    Search an order.

    Scheduled

    Action

  • bexio

    Find a person.

    Scheduled

    Action

  • bexio

    Finds an existing product by name or code.

    Scheduled

    Action

  • bexio

    Search a project.

    Scheduled

    Action

  • bexio

    Search an quote.

    Scheduled

    Action

  • bexio

    Finds or creates a company.

    Scheduled

    Action

  • bexio

    Finds or creates a person.

    Scheduled

    Action

  • bexio

    Finds or creates a product.

    Scheduled

    Action

How Salesforce + bexio Integrations Work

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
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

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