Connect Bexio and Flodesk
Integrate Bexio with Flodesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Subscriber To Segments in Flodesk when New Order in Bexio
Create Or Update Subscriber in Flodesk when New Order in Bexio
Add Subscriber To Segments in Flodesk when New Quote in Bexio
Create Or Update Subscriber in Flodesk when New Quote in Bexio
Add Subscriber To Segments in Flodesk when New Sales-Invoice in Bexio
Popular Bexio + Flodesk 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
Flodesk
Automatically do this!
Remove Subscriber From Segments
Add Subscriber To Segments
Find Subscriber
Unsubscribe Subscriber
Create Or Update Subscriber
List Subscribers
List Segments
List Segment Colors
List Workflows
Add Existing Subscriber to Workflow
Create Custom Field
Remove Subscriber From Workflow
Create or Update Subscriber
Create Segment
Get Segment
List Custom Fields
Add Subscriber To Segments in Flodesk when New Order in Bexio
Use this flowCreate Or Update Subscriber in Flodesk when New Order in Bexio
Use this flowAdd Subscriber To Segments in Flodesk when New Quote in Bexio
Use this flowCreate Or Update Subscriber in Flodesk when New Quote in Bexio
Use this flowAdd Subscriber To Segments in Flodesk when New Sales-Invoice in Bexio
Use this flowCreate Or Update Subscriber in Flodesk when New Sales-Invoice in Bexio
Use this flowAdd Subscriber To Segments in Flodesk when New/Updated Company in Bexio
Use this flowCreate Or Update Subscriber in Flodesk when New/Updated Company in Bexio
Use this flowExport Invoice to PDF in Bexio when New Subscriber Added to a Segment in Flodesk
Use this flowExport Invoice to PDF in Bexio when New Subscriber Created in Flodesk
Use this flowSupported Triggers & Actions
Everything you can automate between Bexio and Flodesk.
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
New Subscriber Created
Runs when new subscriber is created in your Flodesk account.
New Subscriber Added to a Segment
Runs when a subscriber is added to a chosen segment.
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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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 Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bexio and Flodesk 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 Flodesk 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 Flodesk. No coding required.
Yes. You can set up a workflow where Bexio triggers actions in Flodesk, and a separate workflow where Flodesk 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 Flodesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bexio and Flodesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
