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How Zapier works
Zapier makes it easy to integrate bexio with Notion - 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 "Add Block to Page" in Notion.
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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.
- 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 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 OwnerCreate 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.
ITLog 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