Connect bexio and monday.com to power AI-driven automation

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Start with a template that brings bexio and monday.com together. Build enterprise-grade automation in minutes.

Our most popular template

Create new monday.com items from new bexio quotes
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bexio + monday.com
Create monday.com items for new bexio orders to streamline order tracking
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bexio + monday.com
Create items in monday.com for new or updated companies in bexio
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bexio + monday.com
Create groups in monday.com for new or updated persons in bexio
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bexio + monday.com
Create new items in monday.com when new sales-invoices appear in bexio
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bexio + monday.com
Create boards in monday.com for new projects in bexio
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bexio + monday.com

Create new monday.com items from new bexio quotes

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bexio + monday.com

Create monday.com items for new bexio orders to streamline order tracking

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bexio + monday.com

Create items in monday.com for new or updated companies in bexio

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bexio + monday.com

Create groups in monday.com for new or updated persons in bexio

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bexio + monday.com

Create new items in monday.com when new sales-invoices appear in bexio

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bexio + monday.com

Create boards in monday.com for new projects in bexio

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bexio + monday.com

Create new monday.com items for every new project in bexio
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bexio + monday.com
Create items in monday.com for new or updated persons in bexio
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bexio + monday.com

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How Zapier works

Zapier makes it easy to integrate bexio with monday.com - no code necessary. See how you can get setup in minutes.

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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 "Archive Board" in monday.com.

You’re connected!

Zapier seamlessly connects bexio and monday.com, 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
- Street Name
- House Number
- Address Addition
- 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
- Street Name
- House Number
- Address Addition
- 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
- Street Name
- House Number
- Address Addition
- 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
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

- 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
- Street Name
- House Number
- Address Addition
- 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
- Street Name
- House Number
- Address Addition
- 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
- Street Name
- House Number
- Address Addition
- 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
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

For AI agents & developers

Use bexio and monday.com with AI agents and code

Beyond Zap workflows. Call bexio and monday.com 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 monday.com actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Manual Entry
Archive Board

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger bexio and monday.com actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* bexio / monday action */ });

Run the SDK docs

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

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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

Practical ways you can use bexio and monday.com

Track invoices in projects

When a new sales invoice is created in Bexio, Zapier updates the corresponding project item in monday.com to reflect it. This automation helps business owners stay informed of financial progress directly within their project management tool, reducing errors and saving time.

Business Owner

Try it

Sync client onboarding records

When a new project is created in monday.com, Zapier generates a corresponding company in Bexio. This streamlines the data flow between systems and prevents redundancy in client data entry, saving IT teams from manual tasks and reducing errors.

Try it

Create projects for new clients

When you add a new company in Bexio, Zapier creates a corresponding project in monday.com. This ensures smooth onboarding and keeps all client-related work organized in one central place, reducing project setup time.

Project Management

Try it

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

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

Learn about AI automation

Frequently Asked Questions about bexio + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and monday.com

How do I set up an integration between bexio and monday.com?

To set up an integration between bexio and monday.com, you'll need to use our platform to connect the two applications. Begin by logging into your account, then search for bexio and monday.com in our app directory. Choose a trigger from bexio, such as 'New Invoice' or 'Updated Contact', then select a corresponding action in monday.com, like 'Create Item' or 'Update Pulse'. Follow the prompts to authenticate both apps and complete the setup.

What kind of triggers can I use from bexio in this integration?

In this integration, you can use various triggers from bexio such as 'New Invoice', where any new invoice created in bexio will trigger an action in monday.com, or 'Updated Contact', which activates workflows when a contact's information is changed in bexio. Other triggers include updates to orders or offers.

Can I automate task creation in monday.com based on updates in bexio?

Yes, you can automate task creation in monday.com when certain updates occur in bexio. For example, you can set up a workflow that automatically creates tasks whenever a new invoice is generated or a contact is updated in bexio.

Are there pre-set actions for monday.com available when setting up the integration with bexio?

Yes, there are several pre-set actions available for monday.com when setting up the integration with bexio. You can choose actions like 'Create Item', which adds new items to boards based on events from bexio; or 'Update Item', which alters existing board entries following specified changes in your bexio data.

Is it possible to update contact details on monday.com through changes made in bexio?

Absolutely. By using our integration platform, any updates made to contact details within bexio can automatically reflect on your monday.com boards. For example, if a contact address is updated in bexio, it could trigger an update action on the corresponding item within monday.com's system.

What should I do if my integration between Monday.com and Bexio stops working?

If your integration stops working, first check if there have been any recent changes such as password updates or permission modifications that might affect connectivity. Re-authenticate both accounts through our services and ensure all trigger-action pairs are correctly configured. If issues persist, consult our support team for assistance.

Does the integration support two-way data synchronization between Bexio and Monday.com?

Currently, integrations primarily facilitate one-way data flow triggered by specific events; however, custom setups may allow for certain aspects of two-way synchronization depending on your needs and configurations using specific integrations that support both applications actively.

About bexio

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

Learn moreLearn moreHelpHelp

Related categories

Accounting

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

Related categories

Project Management

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Connect bexio and monday.com to power AI-driven automation

Launch your first automated workflow

Create new monday.com items from new bexio quotes

Create monday.com items for new bexio orders to streamline order tracking

Create items in monday.com for new or updated companies in bexio

Create groups in monday.com for new or updated persons in bexio

Create new items in monday.com when new sales-invoices appear in bexio

Create boards in monday.com for new projects in bexio

Create new monday.com items from new bexio quotes

Create monday.com items for new bexio orders to streamline order tracking

Create items in monday.com for new or updated companies in bexio

Create groups in monday.com for new or updated persons in bexio

Create new items in monday.com when new sales-invoices appear in bexio

Create boards in monday.com for new projects in bexio

Create new monday.com items for every new project in bexio

Create items in monday.com for new or updated persons in bexio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use bexio and monday.com with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use bexio and monday.com

Track invoices in projects

Sync client onboarding records

Create projects for new clients

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about bexio + monday.com integrations

Connect bexio to monday.com on the world's largest no-code automation platform