Connect Bexio and Cloudpress to Build Intelligent Automations

Choose a Trigger

Bexio

When this happens...

Choose an Action

Cloudpress

Automatically do this!

Enable Integrations or automations with these events of Bexio and Cloudpress

Enable Integrations or automations with these events of Bexio and Cloudpress

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

Request a new Trigger for Bexio

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 Cloudpress?

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

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

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

How often does the data sync between Bexio and Cloudpress?

The data sync between Bexio and Cloudpress 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 Cloudpress?

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 Cloudpress?

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

About Cloudpress

Cloudpress enables users to create, edit, and manage their content across multiple WordPress sites from a single, unified interface. It simplifies content management tasks, making it easy for users to maintain consistency and quality across their web presence.

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