
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company

Automatically do this!
Enable Integrations or automations with these events of Bexio and Adobe Acrobat
Triggers when a new order is created
Triggers when a new quote is created or updated
Triggers when a new sales invoice is created or updated
Triggers when a company is added or updated
Creates a product
Creates a Project
Creates a person
Creates a company
Exports an existing sales invoice as a pdf document
Search a project
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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Bexio and Adobe Acrobat accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Adobe Acrobat (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Adobe Acrobat. This includes choosing which data fields go into which fields of Adobe Acrobat, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Adobe Acrobat 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 Adobe Acrobat. 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 is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn MoreAdobe Acrobat is a powerful tool for creating, editing, and managing PDF documents. It offers a wide range of features including PDF conversion, editing, electronic signatures, and collaboration tools, making it an essential tool for professionals and businesses that require efficient document management.
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