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1. Choose trigger event
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Notion
2. Choose action
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1. Select the event
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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 "Add Block to Page" in Notion.

You’re connected!

Zapier seamlessly connects bexio and Notion, 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.

  • bexio triggers, actions, and search
    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
    • Status of Quote
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    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

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25m

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 Notion

Sync new invoices to Notion

Automatically keep track of your financial transactions by creating a new database item in Notion for every new invoice created in Bexio. Zapier reduces manual data entry, ensuring organized and up-to-date records in one convenient workspace.

Business Owner
Try it
Create Notion pages for updated client data in Bexio

When client information is updated in Bexio, Zapier can create a dedicated Notion page with the latest data. This keeps your IT team's client records synchronized, saving time and reducing inconsistencies.

IT
Log new projects from Bexio to Notion

Streamline project tracking by logging every new project created in Bexio into a Notion database. With Zapier, this automation enhances visibility across your team, improving coordination and project transparency.

Project Management

Learn how to automate Notion on the Zapier blog

Make work flow with AI

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About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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About Notion
A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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