IntegrationsBexioGoogle Sheets
Bexio + Google Sheets

Connect Bexio and Google Sheets to Build Intelligent Automations

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Bexio

When this happens...

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Google Sheets

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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 or Updated Spreadsheet Row

New or Updated Spreadsheet Row

Triggers when a new row is added or modified in a spreadsheet.

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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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Step by step guides to integrate Bexio and Google Sheets

Frequently Asked Questions

How do I start an integration between Bexio and Google Sheets?

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

Can we customize how data from Bexio is recorded in Google Sheets?

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

How often does the data sync between Bexio and Google Sheets?

The data sync between Bexio and Google Sheets 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 Google Sheets?

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 Google Sheets?

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

About Google Sheets

Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.

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