Connect Bexio and Airtable to Build Intelligent Automations

Choose a Trigger

Bexio

When this happens...

Choose an Action

Airtable

Automatically do this!

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

New Records Created or Updated

New Records Created or Updated

Trigger when new record is created or updated in your table.

New Records Created

New Records Created

Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.

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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Step by step guides to integrate Bexio and Airtable

Frequently Asked Questions

How do I start an integration between Bexio and Airtable?

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

Can we customize how data from Bexio is recorded in Airtable?

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

How often does the data sync between Bexio and Airtable?

The data sync between Bexio and Airtable 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 Airtable?

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 Airtable?

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

About Airtable

Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.

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