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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New/Updated Company" from bexio.

Add your action

An action happens after the trigger—such as "Create Attendee" in idloom.

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Zapier seamlessly connects bexio and idloom, automating your workflow.

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.

New/Updated Company
Triggers when a company is added or updated.
Trigger
Polling
Try It
- Status of Order
- Trigger each status change
  Required
Trigger
Polling
Try It
New Product
Triggers new Products.
Trigger
Polling
Try It
- Status of Quote
- Trigger each status change
  Required
Trigger
Polling
Try It
- Company Name
  Required
- 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
Action
Write

- Identifier For Existing People
  Required
- 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
Action
Write
- Company or Person
  Required
- 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/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write

- Invoice
  Required
- Recipient Mail
  Required
- Subject
  Required
- Message
  Required
- Mark as pending
Action
Write
- Product Type
  Required
- Name
  Required
- Description
- Code
  Required
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Name
  Required
- Project Type
  Required
- Project State
  Required
- Company or Person
  Required
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- Billable
  Required
- Business Activity
  Required
- Company or Person
- Company Contact Person
- Project
- Status
- Type
  Required
- Date
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account Number
  Required
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order Positions
  Required
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote Positions
  Required
Action
Search
- Last Name
  Required
- First Name
  Required
- 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
Action
Search or write
- Instant Event Trigger
  Required
- Allowed events
- Custom manual action name
Trigger
Instant
Try It
- Event UID
  Required
Trigger
Polling
Try It
- Instant Event Trigger
  Required
- Allowed events
- Custom manual action name
Trigger
Instant
Try It
- Event UID
  Required
Trigger
Polling
Try It
- Event UID
  Required
Trigger
Polling
Try It
- Event UID
  Required
- Last invoice number Retrieved
- Invoice Number Prefix
- Sort by
- Sort order
Trigger
Polling
Try It
- Attendee's UID
  Required
- Date from
- Type of transaction
Trigger
Polling
Try It
- Event uid
  Required
- Guest uid
  Required
- Type
- Timestamp
Action
Write
- Event uid
  Required
- Status
- Event Name
- Alias
- Event URL
- Organiser
- Is Date Unknown?
- Start Date
- End Date
- Is All Day Event?
- has Registering period?
- Registration start date
- Registration end date
- Enable "Notify Me" Feature?
- Locale
- location Type
- Location name
- Street name
- Street Number
- Box
- Post code
- City
- State
- Country
- Latitude
- Longitude
- Timezone
- Is Event Free?
- Currency
- is First steps inverted?
- Skip step 2?
- Skip step 3?
- Skip step 4?
- Display title on image?
- Description
- Display share?
- Hide Event Address?
- Map Zoom Level
- Registration instructions
- Tickets instructions
- Hotels instructions
- Check-out instructions
- Show QR code on the confirmation page?
- Display "Print your ticket" button on the confirmation page?
- Display "Print summary" button on the confirmation page?
- Display “Go to the Attendee Hub” button on the confirmation page?
- Send confirmation email automatically?
- Send confirmation email to accompanying person?
- Be in BCC of automatic emails?
- BCC email address
- Override profile "Reply-to" email address
- Display cover image in email?
- Display full attendee's detail in email?
- Display event location in email?
- Display “Go to the Attendee Hub” button in email?
- Include "Print Ticket" Button in Email?
- Display QR code in email?
- is Private?
- is Domain redirection disabled?
- Meta Title
- Meta Description
- Use specific content?
- Social media Title
- Social media Description
- Attendee Hub & App Description
- Force email uniqueness?
- Activate captcha?
- Allow attendees to resend themselves the confirmation email?
- Allow attendees to modify their registration?
- Allow ticket downgrades?
- Allow attendees to cancel their registration?
- Allow registrants to notify that they will not attend?
- Activate restricted registration?
- Pop-up text for restricted registration
- Make the restricted code mandatory?
- Use the same restricted code for all registrants?
- Restricted code
- Hide the event category?
- Categories title
- Activate stock management?
- Sold-out label
- Display remaining quantities when sold percentage reached
- Hide sold-out items?
- Activate waiting list for sold-out options?
- Use global quantity for all categories?
- Global quantity for all categories
- Options title
- Display filter by location for options?
- Activate early bird prices for categories and/or options?
- Allow registrants to select several of the same item?
- Allow several consecutive registrations by the same attendee?
- Activate specific dates for categories and options?
- Create a QR code for categories and/or options?
- Automatically generate invoice upon registration?
- Generate and attach invoice to confirmation email?
- Allow invoice updates?
- Display generated invoices and credit notes on the Attendee Hub?
- If invoicing address different from company address, display both on invoice?
- Generate Belgian SEPA structured communication?
- Activate CodaBox integration?
- Attach receipt to confirmation email?
- Display receipts in the Attendee Hub?
- Activate Tax/VAT.?
- Tax/VAT Label
- Is Tax/VAT Included?
Action
Write
- Attendee uid
- event uid
  Required
- Updated After Date
- Ignore Fields Mapping?
- Sort by
- Sort order
Action
Search
- Events Status
- Event Language
- Event UID
- Sort by
- Sort order
Action
Search
- Status
- Event Language
  Required
- Event UID
- Sort by
- Sort order
- Template event uid
- Profile uid
  Required
- Apply Automatic Configuration?
- Event Name
  Required
- Alias
- Event URL
  Required
- Organiser
- Is Date Unknown?
- Start Date
- End Date
- Is All Day Event?
- has Registering period?
- Registration start date
- Registration end date
- Enable "Notify Me" Feature?
- Locale
  Required
- location Type
  Required
- Location name
- Street name
- Street Number
- Box
- Post code
- City
- State
- Country
  Required
- Latitude
- Longitude
- Timezone
  Required
- Is Event Free?
- Currency
- is First steps inverted?
- Skip step 2?
- Skip step 3?
- Skip step 4?
- Display title on image?
- Description
- Display share?
- Hide Event Address?
- Map Zoom Level
- Registration instructions
- Tickets instructions
- Hotels instructions
- Check-out instructions
- Show QR code on the confirmation page?
- Display "Print your ticket" button on the confirmation page?
- Display "Print summary" button on the confirmation page?
- Display “Go to the Attendee Hub” button on the confirmation page?
- Send confirmation email automatically?
- Send confirmation email to accompanying person?
- Be in BCC of automatic emails?
- BCC email address
- Override profile "Reply-to" email address
- Display cover image in email?
- Display full attendee's detail in email?
- Display event location in email?
- Display “Go to the Attendee Hub” button in email?
- Include "Print Ticket" Button in Email?
- Display QR code in email?
- is Private?
- is Domain redirection disabled?
- Meta Title
- Meta Description
- Use specific content?
- Social media Title
- Social media Description
- Attendee Hub & App Description
- Force email uniqueness?
- Activate captcha?
- Allow attendees to resend themselves the confirmation email?
- Allow attendees to modify their registration?
- Allow ticket downgrades?
- Allow attendees to cancel their registration?
- Allow registrants to notify that they will not attend?
- Activate restricted registration?
- Pop-up text for restricted registration
- Make the restricted code mandatory?
- Use the same restricted code for all registrants?
- Restricted code
- Hide the event category?
- Categories title
- Activate stock management?
- Sold-out label
- Display remaining quantities when sold percentage reached
- Hide sold-out items?
- Activate waiting list for sold-out options?
- Use global quantity for all categories?
- Global quantity for all categories
- Options title
- Display filter by location for options?
- Activate early bird prices for categories and/or options?
- Allow registrants to select several of the same item?
- Allow several consecutive registrations by the same attendee?
- Activate specific dates for categories and options?
- Create a QR code for categories and/or options?
- Automatically generate invoice upon registration?
- Generate and attach invoice to confirmation email?
- Allow invoice updates?
- Display generated invoices and credit notes on the Attendee Hub?
- If invoicing address different from company address, display both on invoice?
- Generate Belgian SEPA structured communication?
- Activate CodaBox integration?
- Attach receipt to confirmation email?
- Display receipts in the Attendee Hub?
- Activate Tax/VAT.?
- Tax/VAT Label
- Is Tax/VAT Included?
Action
Search or write

- Status of Invoice
- Trigger each status change
  Required
Trigger
Polling
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Polling
Try It
- State of Project
- Trigger each status change
  Required
Trigger
Polling
Try It
- Combined Entry
  Required
- Automatic Reference Number
- Date (line item support)
  Required
- Reference Number (line item support)
- Currency
  Required
- 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
Action
Write
- Last Name
  Required
- First Name
  Required
- 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
Action
Write
- File to upload
  Required
- Filename
  Required
Action
Write
- Invoice
  Required
Action
Write
- Company or Person
  Required
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Code
  Required
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or Person
  Required
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/Id
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing Company
  Required
- 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
Action
Write
- Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project Name
  Required
Action
Search
- Company Name
  Required
- 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
Action
Search or write
- Name
  Required
- Code
  Required
- Product Type
  Required
- Description
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Search or write
- Attendee uid
- event uid
  Required
- Updated After Date
- Ignore Fields Mapping?
- Sort by
- Sort order
Trigger
Polling
Try It
- Event UID
  Required
- Last invoice number Retrieved
- Invoice Number Prefix
- Sort by
- Sort order
- Show credit notes with negative amounts.
Trigger
Polling
Try It
- Events Status
- Event Language
- Event UID
- Sort by
- Sort order
Trigger
Polling
Try It
- Event UID
  Required
- Last invoice number Retrieved
- Invoice Number Prefix
- Sort by
- Sort order
Trigger
Polling
Try It
New Profile
Polls your account regularly to find new profiles.
Trigger
Polling
Try It
- Instant Event Trigger
  Required
- Allowed events
- Custom manual action name
Trigger
Instant
Try It
- Profile uid
  Required
- Event uid
  Required
- Anonymized At
- Registration Status
- Language
  Required
- Email Address
  Required
- Title
- First Name
- Last Name
- Phone Number
- Mobile Phone Number
- Confirmation Email Address
- Has Accompanying Person?
- Accompanying Person Title
- Company Name
- Job Title
- Street Address
- City
- Postal code
- Country
- Check-ins
- First check-in date
- Paid by
- Paying for
- Comment
- Notes
- Hotel Notes
- Coupon
- Coupon Code
- Coupon Discount
- Category id
  Required
- Hotel
- Total Price (taxes included)
- Total Price (taxes excluded)
- Amount of Taxes
- Payment Status
- Payment Method
- Payment Date
- Payment Amount
- Last Invoice Number
- Last Invoice Date
- Last Invoice Due Date
- Last proforma number
- Last Proforma Date
- Last Credit note number
- Last credit Note Date
- id
- SKU
- Name
- Full Name
- Location
- Start Date
- End Date
- Available Quantity
- Booked Quantity
- Early Bird Booked Quantity
- Total Booked Quantity
- Is Sold Out?
- Standard Price
- Early Bird Price
- Early Bird Deadline
- Linked Option IDs
- id
- SKU
- Name
- Full Name
- Description
- Location
- Start Date
- End Date
- Available Quantity
- Booked Quantity
- Early Bird Booked Quantity
- Total Booked Quantity
- Is Sold Out?
- Standard Price
- Early Bird Price
- Early Bird Deadline
- Linked Category ids
Action
Write
- Template event uid
- Profile uid
  Required
- Event Language
  Required
- Apply Automatic Configuration?
- Status
- Event Name
  Required
- Alias
- Event URL
  Required
- Organiser
- Is Date Unknown?
- Start Date
- End Date
- Is All Day Event?
- has Registering period?
- Registration start date
- Registration end date
- Enable "Notify Me" Feature?
- Locale
  Required
- location Type
  Required
- Location name
- Street name
- Street Number
- Box
- Post code
- City
- State
- Country
  Required
- Latitude
- Longitude
- Timezone
  Required
- Is Event Free?
- Currency
- is First steps inverted?
- Skip step 2?
- Skip step 3?
- Skip step 4?
- Display title on image?
- Description
- Display share?
- Hide Event Address?
- Map Zoom Level
- Registration instructions
- Tickets instructions
- Hotels instructions
- Check-out instructions
- Show QR code on the confirmation page?
- Display "Print your ticket" button on the confirmation page?
- Display "Print summary" button on the confirmation page?
- Display “Go to the Attendee Hub” button on the confirmation page?
- Send confirmation email automatically?
- Send confirmation email to accompanying person?
- Be in BCC of automatic emails?
- BCC email address
- Override profile "Reply-to" email address
- Display cover image in email?
- Display full attendee's detail in email?
- Display event location in email?
- Display “Go to the Attendee Hub” button in email?
- Include "Print Ticket" Button in Email?
- Display QR code in email?
- is Private?
- is Domain redirection disabled?
- Meta Title
- Meta Description
- Use specific content?
- Social media Title
- Social media Description
- Attendee Hub & App Description
- Force email uniqueness?
- Activate captcha?
- Allow attendees to resend themselves the confirmation email?
- Allow attendees to modify their registration?
- Allow ticket downgrades?
- Allow attendees to cancel their registration?
- Allow registrants to notify that they will not attend?
- Activate restricted registration?
- Pop-up text for restricted registration
- Make the restricted code mandatory?
- Use the same restricted code for all registrants?
- Restricted code
- Hide the event category?
- Categories title
- Activate stock management?
- Sold-out label
- Display remaining quantities when sold percentage reached
- Hide sold-out items?
- Activate waiting list for sold-out options?
- Use global quantity for all categories?
- Global quantity for all categories
- Options title
- Display filter by location for options?
- Activate early bird prices for categories and/or options?
- Allow registrants to select several of the same item?
- Allow several consecutive registrations by the same attendee?
- Activate specific dates for categories and options?
- Create a QR code for categories and/or options?
- Automatically generate invoice upon registration?
- Generate and attach invoice to confirmation email?
- Allow invoice updates?
- Display generated invoices and credit notes on the Attendee Hub?
- If invoicing address different from company address, display both on invoice?
- Generate Belgian SEPA structured communication?
- Activate CodaBox integration?
- Attach receipt to confirmation email?
- Display receipts in the Attendee Hub?
- Activate Tax/VAT.?
- Tax/VAT Label
- Is Tax/VAT Included?
Action
Write
- Guest uid
  Required
- Invoice uid
- Payment date
  Required
- Amount paid
  Required
- Payment reference
- Payment method
Action
Write
- Event uid
  Required
Action
Search
- Attendee uid
- Event uid
  Required
- Updated After Date
- Ignore Fields Mapping?
- Sort by
- Sort order
- Profile uid
  Required
- Anonymized At
- Registration Status
- Language
  Required
- Email Address
  Required
- Title
- First Name
- Last Name
- Phone Number
- Mobile Phone Number
- Confirmation Email Address
- Has Accompanying Person?
- Accompanying Person Title
- Company Name
- Job Title
- Street Address
- City
- Postal code
- Country
- Check-ins
- First check-in date
- Paid by
- Paying for
- Comment
- Notes
- Hotel Notes
- Coupon
- Coupon Code
- Coupon Discount
- Category id
  Required
- Hotel
- Total Price (taxes included)
- Total Price (taxes excluded)
- Amount of Taxes
- Payment Status
- Payment Method
- Payment Date
- Payment Amount
- Last Invoice Number
- Last Invoice Date
- Last Invoice Due Date
- Last proforma number
- Last Proforma Date
- Last Credit note number
- Last credit Note Date
- id
- SKU
- Name
- Full Name
- Location
- Start Date
- End Date
- Available Quantity
- Booked Quantity
- Early Bird Booked Quantity
- Total Booked Quantity
- Is Sold Out?
- Standard Price
- Early Bird Price
- Early Bird Deadline
- Linked Option IDs
- id
- SKU
- Name
- Full Name
- Description
- Location
- Start Date
- End Date
- Available Quantity
- Booked Quantity
- Early Bird Booked Quantity
- Total Booked Quantity
- Is Sold Out?
- Standard Price
- Early Bird Price
- Early Bird Deadline
- Linked Category ids
Action
Search or write

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Connect bexio and idloom 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your bexio to idloom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About bexio

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

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About idloom

idloom is a complete and professional tool that manages and automates all key aspects of event management.

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