New Integration: Streamline Your Accounting, Payroll, and Invoice Workflows with bexio

Toby Peterson
Toby Peterson / November 12, 2018
bexio home page

bexio is a business platform that helps you organize and automate your customer data management, document workflows, and accounting processes. Import, store, and search contacts, then capture notes and attach relevant files. Import your products into offers, orders, or invoices, and link them to supplier contacts. Monitor inventory and generate and send purchase orders. Create project milestones and track progress. Track time and hourly rates, then import into invoices. Scan and upload billing documents and receipts and review income and expenses in the central dashboard. Plus, bexio integrates with your eBanking accounts for transaction management and automated payments, balance sheet updates, and payroll deductions.

And now bexio connects with Zapier, so it's easier than ever to automate your business workflows. Zapier can automatically trigger workflows in other apps whenever new people, companies, projects, or sales invoices are created or updated in bexio; or when bank account transactions are processed. Or you can create or update companies, people, and products; or create time-tracking, sales invoices, and more in bexio whenever trigger events happen in the other apps you use most.

To connect bexio with 1,300+ other apps, including Pipedrive, Airtable, and HubSpot CRM, head to bexio's Zapier integration page.

How to Automate bexio with Zapier

  1. Sign up for a bexio account, and make sure you have a Zapier account.

  2. Try some pre-made bexio integrations, and learn more about how bexio works with Zapier.

  3. Or log in and build a custom workflow with bexio and Zapier.