Connect Bexio and DataConnectPro to Build Intelligent Automations

Choose a Trigger

Bexio

When this happens...

Choose an Action

DataConnectPro

Automatically do this!

Enable Integrations or automations with these events of Bexio and DataConnectPro

Enable Integrations or automations with these events of Bexio and DataConnectPro

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 DataConnectPro?

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

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

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

How often does the data sync between Bexio and DataConnectPro?

The data sync between Bexio and DataConnectPro 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 DataConnectPro?

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 DataConnectPro?

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

About DataConnectPro

DataConnectPro is a comprehensive platform designed to streamline and enhance data integration and management processes. It offers robust tools for connecting, transforming, and analyzing data from various sources, enabling businesses to make data-driven decisions efficiently. With its user-friendly interface and powerful features, DataConnectPro is ideal for organizations looking to optimize their data workflows and improve operational efficiency.

Learn More