Connect Bexio and PDF.co to Build Intelligent Automations

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Bexio

When this happens...

Choose an Action

PDF.co

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order

New Order

Triggers when a new order is created

New Quote

New Quote

Triggers when a new quote is created or updated

New Sales-Invoice

New Sales-Invoice

Triggers when a new sales invoice is created or updated

New/Updated Company

New/Updated Company

Triggers when a company is added or updated

Request a new Trigger for Bexio

Do thisActions

Action is the task that follows automatically within your Bexio integrations.

Create Product

Create Product

Creates a product

Create Project

Create Project

Creates a Project

Create Person

Create Person

Creates a person

Create Company

Create Company

Creates a company

Export Invoice to PDF

Export Invoice to PDF

Exports an existing sales invoice as a pdf document

Search Project

Search Project

Search a project

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Frequently Asked Questions

How do I start an integration between Bexio and PDF.co?

To start, connect both your Bexio and PDF.co accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in PDF.co (or vice versa).

Can we customize how data from Bexio is recorded in PDF.co?

Absolutely. You can customize how Bexio data is recorded in PDF.co. This includes choosing which data fields go into which fields of PDF.co, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bexio and PDF.co?

The data sync between Bexio and PDF.co typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bexio to PDF.co?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bexio and PDF.co?

Yes, you can set conditional logic to control the flow of data between Bexio and PDF.co. 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.

Bexio

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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PDF.co

About PDF.co

PDF.co is a comprehensive platform that provides a suite of tools for processing PDF documents. It offers features such as PDF generation, conversion, and data extraction, making it an essential tool for businesses and individuals who frequently work with PDF files. With its robust API, users can automate PDF-related tasks, enhancing productivity and efficiency.

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