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Zapier makes it easy to integrate bexio with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
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bexio
bexio
1. Choose trigger event
Microsoft Outlook
Microsoft Outlook
2. Choose action
1. Select the event
Setup
Test
bexio
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 "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects bexio and Microsoft Outlook, 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.
Create a new record or update an existing record in your app.
Shared Mailbox
Destination Folder
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
First Name
Required
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
FileAs
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body Format
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Delete
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Event
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Email ID
Required
To Recipients
Required
Comment
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email ID
Required
Destination Folder
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email ID
Required
Comment
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
To Email(s)
Required
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Required
Body Format
Required
Body
Required
Attachments
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
First Name
Last Name
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Folder_info
Folder
Required
Search Terms
From Address
Start Date
End Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Shared Mailbox
Email ID
Required
Attachment ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Contact Folder
First Name
Required
Last Name
Email
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
FileAs
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use bexio and Microsoft Outlook with AI agents and code
Beyond Zap workflows. Call bexio and Microsoft Outlook actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose bexio and Microsoft Outlook actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Manual Entry
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect bexio and Microsoft Outlook 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
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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.
Learn how to automate Microsoft Outlook on the Zapier blog
Make work flow with AI
Level up your bexio to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about bexio + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and Microsoft Outlook
How can I set up an integration between bexio and Microsoft Outlook?
You can set up the integration by using our platform to create a Zap that connects bexio with Microsoft Outlook. You'll start by selecting a trigger from bexio, such as 'New Contact' or 'Updated Invoice', and then choose a corresponding action in Outlook, such as 'Create Contact' or 'Send Email'. Once you've selected your trigger and action, follow the detailed instructions in our interface to link your accounts and customize your settings.
Which triggers are available for bexio when integrating with Microsoft Outlook?
When integrating bexio with Microsoft Outlook, you can use triggers like 'New Contact', 'New Invoice', 'Invoice Updated', and 'Contact Updated' among others. These triggers allow you to automatically perform actions in Outlook based on events occurring in bexio.
What actions can I perform in Microsoft Outlook using data from bexio?
With our integration, you can perform actions such as creating new contacts or sending emails in Microsoft Outlook based on data from bexio. For instance, when a new contact is created in bexio, you might trigger the creation of a corresponding contact in your Outlook address book.
Do I need programming skills to integrate bexio with Microsoft Outlook?
No programming skills are required to integrate bexio with Microsoft Outlook. Our user-friendly interface guides you through setting up workflows between the two applications using events (triggers) and actions without any coding needed.
Can I customize how data is transferred between bexio and Microsoft Outlook?
Yes, you can customize how data is transferred between bexio and Microsoft Outlook by mapping fields when creating your Zap. This customization allows you to ensure that specific details are accurately reflected across both platforms according to your business needs.
Is it possible to automate email alerts in Microsoft Outlook for updates in bexio?
Yes, you can automate email alerts by setting an updated event (trigger) such as ‘Invoice Updated’ in bexio which then performs the action ‘Send Email’ via Microsoft Outlook. This ensures timely notifications directly through your email.
Are there limitations on the number of Zaps I can create between bexio and Microsoft Outlook?
The number of Zaps you can create depends on your subscription plan with us. Each plan offers a different quota of Zaps that can run simultaneously. Check your plan's limits to determine how many integrations you can maintain at once.
About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
