Connect Bexio and access-charity-websites to Build Intelligent Automations
Enable Integrations or automations with these events of Bexio and access-charity-websites
Enable Integrations or automations with these events of Bexio and access-charity-websites
Triggers
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
Actions
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
Create Company
Creates a company
Export Invoice to PDF
Exports an existing sales invoice as a pdf document
Search Project
Search a project
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Frequently Asked Questions
To start, connect both your Bexio and access-charity-websites accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in access-charity-websites (or vice versa).
Absolutely. You can customize how Bexio data is recorded in access-charity-websites. This includes choosing which data fields go into which fields of access-charity-websites, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and access-charity-websites 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 Bexio and access-charity-websites. 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 Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn More
About access-charity-websites
Access Charity Websites is a digital, scalable solution for fundraising, donor engagement and data collection activities
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