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Set up your first integration
Quickly connect bexio to Stripe with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate bexio with Stripe - 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 "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects bexio and Stripe, 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 Stripe
Generate invoices for completed checkout sessions.
When a checkout session is completed in Stripe, Zapier automatically creates a corresponding invoice in Bexio. This ensures your accounting records are always up-to-date, reducing manual effort and minimizing delays in record-keeping.
Business Owner
Track new project progress using Stripe charges.
When a new charge is completed in Stripe, Zapier updates or creates a new project in Bexio. This helps engineering teams monitor billing-related project progress without manually capturing transactions, saving time and increasing accuracy.
Engineering
Sync Stripe customers with Bexio contacts.
Each time a new customer is added in Stripe, Zapier creates or updates the corresponding contact in Bexio. IT teams benefit by maintaining synchronization between systems and reducing fragmented customer information.
ITLearn how to automate Stripe on the Zapier blog
Frequently Asked Questions about bexio + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and Stripe
How can I integrate bexio with Stripe?
You can integrate bexio with Stripe using our platform to automate tasks between these two services. You can set up triggers in bexio, such as 'New Invoice', and create actions in Stripe, like 'Create Charge', to streamline your workflow.
What kind of triggers are available for bexio?
In bexio, you can use triggers such as 'New Contact', 'Updated Invoice', or 'New Item'. These triggers will allow you to initiate actions in connected apps like Stripe automatically.
Can I automatically create a customer in Stripe from a new contact in bexio?
Yes, you can set up a trigger for 'New Contact' in bexio and connect it to an action in Stripe to 'Create Customer'. This will automatically add new contacts from bexio into your Stripe account.
What actions can I perform in Stripe when an invoice is updated in bexio?
When an invoice is updated in bexio, you can trigger actions such as updating a charge or customer information in Stripe. This ensures that your financial data remains consistent across both platforms.
Is it possible to charge a customer automatically when an invoice is created in bexio?
Absolutely! By setting up a trigger on the 'New Invoice' event in bexio, you can automatically perform the 'Create Charge' action on that customer within Stripe.
How do I handle errors during integration between bexio and Stripe?
We provide error handling options where if a step fails, specific alerts are generated. You can configure these settings within our platform to manage issues without disruption.
Can existing customers from my business database in bexio sync with customers on Stripe?
Yes, by selecting appropriate triggers and actions within our platform, you can synchronize existing customer records from Bexio with those on Stripe seamlessly.
