Bexio integration

Swiss business software for accounting, invoicing, and project management.

Data and analytics7 triggers · 24 actions

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “New/Updated Company” happens in Bexio, check the details with AI, then “Create Manual Entry” and tell my team in Slack.

Start a workflow when this happens

WHEN
New/Updated Company
Triggers when a company is added or updated.
WHEN
New/Updated Person
Triggers when a person is added or updated.
WHEN
New Product
Triggers when a new product is created.
WHEN
New Project
Triggers when a Project is created or updated with the chosen status.
WHEN
New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status.
WHEN
New Order
Triggers when an Order is created or updated with the chosen status.
WHEN
New Quotes
Triggers when a quote is created or updated with the chosen status.

Then Calibra can do this for you

DO
Create Manual Entry
Create a manual accounting entry (single, compound, or group).
DO
Create Company
Create a new company contact.
DO
Create Person
Create a new person contact.
DO
Update Person
Update an existing person contact.
DO
Update Company
Update an existing company contact.
DO
Find Account
Search for accounts using various criteria.
DO
Find Company
Search for company contacts using various criteria.
DO
Find Person
Search for person contacts using various criteria.
DO
Find Product
Search for products by name or code.
DO
Find Country
Search for countries using various criteria.
DO
Search Invoice
Search for invoices using various criteria.
DO
Search Order
Search for orders using various criteria.
DO
Search Quote
Search for quotes using various criteria.
DO
Create File
Upload a new file to Bexio.
DO
Create Sales Invoice
Create a new product-based sales invoice.
DO
Export Invoice to PDF
Export an existing sales invoice as a PDF document.
DO
Send Sales Invoice
Send a sales invoice to an email address.
DO
Create Product
Create a new product or service.
DO
Update Product
Update an existing product or service.
DO
Create Sales Order
Create a new product-based sales order.
DO
Create Project
Create a new project.
DO
Create Sales Quote
Create a new product-based sales quote.
DO
Create Time Tracking
Create a new timesheet entry.
DO
Custom API Call
Make a custom API call to a specific endpoint.