Connect AlterEstate and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for AlterEstate
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
New Quote
Triggers when a new quote is created or updated
New Sales-Invoice
Triggers when a new sales invoice is created or updated
New/Updated Company
Triggers when a company is added or updated
Do thisActions
Action is the task that follows automatically within your AlterEstate integrations.
List All Agents
Retrieves the list of all agents in the company
List Properties
List All Properties
List Buildings
List all Buildings.
List Cities
Retrieve a list of cities by country.
List Sectors
Retrieve a list of sectors
Create Product
Creates a product
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Frequently Asked Questions
To start, connect both your AlterEstate and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in AlterEstate triggers actions in Bexio (or vice versa).
Absolutely. You can customize how AlterEstate data is recorded in Bexio. This includes choosing which data fields go into which fields of Bexio, setting up custom formats, and filtering out unwanted information.
The data sync between AlterEstate and Bexio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AlterEstate and Bexio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AlterEstate
AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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