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Set up your first integration
Quickly connect bexio to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate bexio with monday.com - 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 "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.
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 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
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.
ITCreate 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 ManagementLearn how to automate monday.com on the Zapier blog
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.
