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

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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 Fullenrich accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Fullenrich (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Fullenrich. This includes choosing which data fields go into which fields of Fullenrich, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Fullenrich 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 Fullenrich. 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 MoreFullenrich is a comprehensive platform designed to enhance and streamline business processes, focusing on improving efficiency and productivity across various sectors. It offers tools and solutions that cater to the needs of businesses looking to optimize their operations and achieve better results.
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