Connect Bexio and Doppio to Build Intelligent Automations

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Bexio

When this happens...

Choose an Action

Doppio

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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

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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Frequently Asked Questions

How do I start an integration between Bexio and Doppio?

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).

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

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.

How often does the data sync between Bexio and Doppio?

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.

Can I filter or transform data before sending it from Bexio to Doppio?

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 Doppio?

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

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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Doppio

About Doppio

Doppio 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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