IntegrationsBexioAnalytic Call Tracking
Bexio + Analytic Call Tracking

Connect Bexio and Analytic Call Tracking to Build Intelligent Automations

Choose a Trigger

Bexio

When this happens...

Choose an Action

Analytic Call Tracking

Automatically do this!

Enable Integrations or automations with these events of Bexio and Analytic Call Tracking

Enable Integrations or automations with these events of Bexio and Analytic Call Tracking

Triggers

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

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Actions

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

Request a new Action for Bexio

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Frequently Asked Questions

How do I start an integration between Bexio and Analytic Call Tracking?

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

Can we customize how data from Bexio is recorded in Analytic Call Tracking?

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

How often does the data sync between Bexio and Analytic Call Tracking?

The data sync between Bexio and Analytic Call Tracking 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 Analytic Call Tracking?

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 Analytic Call Tracking?

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

About Analytic Call Tracking

Analytic Call Tracking (ACT) helps route and track calls with full analytic reporting.

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