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

Automatically do this!
Render PDF Direct
Render Screenshot Direct
Render a Screenshot or PDF from a Template
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When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Bexio integrations.
Creates a product
Creates a Project
Creates a person
Creates a company
Exports an existing sales invoice as a pdf document
Search a project

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 Doppio accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Doppio (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Doppio. This includes choosing which data fields go into which fields of Doppio, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Doppio 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 Doppio. 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 MoreDoppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.
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