Connect bexio and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect bexio to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate bexio with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
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 Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects bexio and Microsoft Office 365, 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.
Try ItTriggerPolling - Status of Order
- Trigger each status changeRequired
Try ItTriggerPolling- New Product
Triggers new Products.
Try ItTriggerPolling - Status of Quote
- Trigger each status changeRequired
Try ItTriggerPolling
- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerPolling - State of Project
- Trigger each status changeRequired
Try ItTriggerPolling- Combined EntryRequired
- Automatic Reference Number
- Date (line item support)Required
- Reference Number (line item support)
- CurrencyRequired
- 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
ActionWrite
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Connect bexio and Microsoft Office 365 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about bexio + Microsoft Office 365 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 Office 365
How do I connect bexio with Microsoft Office 365?
To connect bexio with Microsoft Office 365, you'll need to use our platform where you can set up triggers and actions. For instance, a trigger in bexio, like creating a new contact, can lead to an action in Office 365, such as automatically adding this contact to your Outlook contacts.
What triggers are available when integrating bexio with Microsoft Office 365?
When integrating bexio with Microsoft Office 365, you can use triggers such as a new invoice creation, or updates to customer data within bexio. These can initiate actions in applications like Excel or Outlook in Office 365.
Can I create an email draft in Outlook when a new deal is closed in bexio?
Yes, you can set up an action within our platform so that when a deal is closed in bexio, an email draft is automatically created in Outlook.
Is it possible to update Excel spreadsheets with information from bexio automatically?
Absolutely. You can configure actions so that whenever there is a new entry or update in your bexio account—such as a financial transaction—it updates specific Excel spreadsheets automatically.
How secure is the integration between bexio and Microsoft Office 365?
Security is our top priority. Data transferred between bexio and Microsoft Office 365 during integration flows through secure channels with end-to-end encryption.
What kind of support do you offer for issues related to integration setups?
We provide comprehensive support through multiple channels including online tutorials, FAQs for troubleshooting common issues related to integration setups, and direct customer service assistance for more complex problems.
Are there limitations on the number of actions I can run between bexio and Office 365 per day?
There may be limitations based on the service tier you select within our platform. Higher tiers usually offer more actions per day. It's advisable to check your plan details to understand the limits applicable to your case.
