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Set up your first integration
Quickly connect bexio to WooCommerce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate bexio with WooCommerce - 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 Coupon" in WooCommerce.
You’re connected!
Zapier seamlessly connects bexio and WooCommerce, 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
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Practical ways you can use bexio and WooCommerce
Sync WooCommerce orders to Bexio as sales invoices
Stay on top of your sales with ease. When a new order is created in WooCommerce, Zapier automatically creates a corresponding sales invoice in Bexio. This integration saves time by removing the need for manual data entry, ensuring accurate accounting and reducing the risk of missed sales recordings.
Business OwnerTrack WooCommerce customers in Bexio
When a new customer registers in WooCommerce, Zapier automatically creates a new person record in Bexio. This ensures customer information is consistently updated across systems, simplifying data management for the IT team and improving collaboration with other departments.
ITLearn how to automate WooCommerce on the Zapier blog
Frequently Asked Questions about bexio + WooCommerce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and WooCommerce
How does bexio integration with WooCommerce use triggers and actions?
Our bexio integration with WooCommerce utilizes triggers to automatically sync data between the two platforms. For instance, when a new order is placed in WooCommerce, it can trigger actions in bexio, such as creating a new invoice or updating inventory. These automated workflows save time by reducing manual data entry.
Can I customize which data fields are synced between bexio and WooCommerce?
Yes, with our integration you can often customize which fields are synced. For example, you can choose to sync only specific customer information or order details from WooCommerce to bexio. This flexibility ensures that you have control over your data management process.
What types of triggers are available for syncing WooCommerce data to bexio?
Triggers available in our integrations include events such as 'New Order,' 'Order Status Change,' and 'New Customer.' These help automate tasks like updating customer records or generating invoices in bexio whenever these events occur in your WooCommerce store.
Are there any limitations on the actions that can be performed in bexio through the integration?
Certain actions may have limitations depending on what is supported by the bexio API. Typically, actions such as creating new contacts or generating invoices are supported, but complex custom workflows might require additional considerations.
Do I need any coding skills to set up the integration between bexio and WooCommerce?
No coding skills are required to set up the integration. We provide an intuitive platform where you can connect your accounts and configure triggers and actions through a user-friendly interface.
How quickly does data sync between WooCommerce and bexio using this integration?
Data typically syncs within minutes of triggers occurring. However, this might vary slightly depending on server processing times and API response rates from both platforms.
Can I test the integration before implementing it fully?
Yes, during setup we provide testing features that allow you to run test scenarios using sample data. This ensures that your triggers and actions behave as expected before going live.