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Set up your first integration
Quickly connect bexio to MOCO with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate bexio with MOCO - 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 Time Entry" in MOCO.
You’re connected!
Zapier seamlessly connects bexio and MOCO, 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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Practical ways you can use bexio and MOCO
Connect new invoices to project budgets
When a new invoice is created in bexio, Zapier updates the corresponding project budget in MOCO. This integration keeps financials accurate without manual updates, improving budget tracking and reducing time spent on reconciliations.
Business Owner
Trigger task creation from new time entries
When a new time entry is logged in MOCO, Zapier creates a corresponding task in bexio. This workflow ensures engineers stay organized by linking tracked time directly to actionable tasks, saving time and ensuring transparency.
EngineeringSync new projects with MOCO
When a new project is created in Bexio, Zapier automatically creates the same project in MOCO. This keeps project managers aligned across tools, saving overhead and enabling smooth collaboration for resource and task planning.
Project Management
Frequently Asked Questions about bexio + MOCO integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and MOCO
How can I integrate Bexio with MOCO?
We support the integration of Bexio with MOCO through our powerful automation platform. You'll be able to set up Triggers and Actions without any coding required. Simply choose your Trigger in Bexio—like a new invoice—and select what happens next in MOCO.
What is a common use case for integrating Bexio with MOCO?
A common use case is synchronizing customer information. For example, when you add a new contact in Bexio, an action can automatically create or update this contact in MOCO, ensuring both systems have consistent data.
Can I automate invoice management between Bexio and MOCO?
Yes, you can automate your invoicing process by using triggers such as 'New Invoice' created in Bexio to initiate actions like 'Create Project' or 'Update Project Budget' in MOCO. This facilitates seamless financial tracking between platforms.
Is it possible to track time spent on projects in MOCO based on data from Bexio?
While direct time tracking from Bexio isn't available, you can set up automations to pull relevant project or client information from Bexio into MOCO, where detailed time tracking against those projects can then be managed.
What triggers are available for integrating these two platforms?
Triggers like 'New Contact', 'Updated Invoice', and 'Completed Task' from Bexio are available to initiate corresponding actions in MOCO, helping streamline processes such as updating project statuses or financial records.
Are there any limitations when syncing data between Bexio and MOCO?
While our integration supports numerous triggers and actions, complex workflows involving multiple steps or conditional logic might require additional configuration or consultation to ensure optimal performance.
How do I handle errors during automation setup between Bexio and MOCO?
We provide detailed error messages and logs within the platform that can help identify issues during setup. Common errors often relate to incorrect field mappings or authentication issues, which our support guides can help resolve efficiently.
