Connect Bexio and EmailOctopus
Integrate Bexio with EmailOctopus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Product in Bexio when Contact Unsubscribes in Emailoctopus
Create Project in Bexio when Contact Unsubscribes in Emailoctopus
Create Person in Bexio when Contact Unsubscribes in Emailoctopus
Create Company in Bexio when Contact Unsubscribes in Emailoctopus
Export Invoice to PDF in Bexio when Contact Unsubscribes in Emailoctopus
Popular Bexio + EmailOctopus flows
Start from a real workflow other teams are already running.
Choose a trigger
Bexio
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company
Choose an action
EmailOctopus
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Add Or Update Contact In List
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Add Contact to a List
Create Product in Bexio when Contact Unsubscribes in Emailoctopus
Use this flowCreate Project in Bexio when Contact Unsubscribes in Emailoctopus
Use this flowCreate Person in Bexio when Contact Unsubscribes in Emailoctopus
Use this flowCreate Company in Bexio when Contact Unsubscribes in Emailoctopus
Use this flowExport Invoice to PDF in Bexio when Contact Unsubscribes in Emailoctopus
Use this flowSearch Project in Bexio when Contact Unsubscribes in Emailoctopus
Use this flowCreate Product in Bexio when Contact Is Created in EmailOctopus
Use this flowCreate Project in Bexio when Contact Is Created in EmailOctopus
Use this flowCreate Person in Bexio when Contact Is Created in EmailOctopus
Use this flowCreate Company in Bexio when Contact Is Created in EmailOctopus
Use this flowSupported Triggers & Actions
Everything you can automate between Bexio and EmailOctopus.
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
New Quote
Triggers when a new quote is created or updated
New Sales-Invoice
Triggers when a new sales invoice is created or updated
New/Updated Company
Triggers when a company is added or updated
Contact Unsubscribes
Triggers when a contact unsubscribes
Contact Is Created
Runs when contact is created
Do thisActions
Action is the task that follows automatically within your Bexio integrations.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
Create Company
Creates a company
Export Invoice to PDF
Exports an existing sales invoice as a pdf document
Search Project
Search a project
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn moreSimilar apps
About EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bexio and EmailOctopus accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bexio and EmailOctopus as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach EmailOctopus. No coding required.
Yes. You can set up a workflow where Bexio triggers actions in EmailOctopus, and a separate workflow where EmailOctopus triggers actions in Bexio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bexio and EmailOctopus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bexio and EmailOctopus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
