Connect Bexio and GanttPRO to Build Intelligent Automations

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Bexio

When this happens...

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GanttPRO

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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

New Task

New Task

Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.

New Comment

New Comment

Returns comments added to the selected task within the past specified number of minutes.

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 GanttPRO?

To start, connect both your Bexio and GanttPRO accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in GanttPRO (or vice versa).

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

Absolutely. You can customize how Bexio data is recorded in GanttPRO. This includes choosing which data fields go into which fields of GanttPRO, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bexio and GanttPRO?

The data sync between Bexio and GanttPRO 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 GanttPRO?

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 GanttPRO?

Yes, you can set conditional logic to control the flow of data between Bexio and GanttPRO. 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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GanttPRO

About GanttPRO

Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.

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