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

Automatically do this!
Enable Integrations or automations with these events of Bexio and growth99
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
Creates a product
Creates a Project
Creates a person
Creates a company
Exports an existing sales invoice as a pdf document
Search a project
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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 growth99 accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in growth99 (or vice versa).
Absolutely. You can customize how Bexio data is recorded in growth99. This includes choosing which data fields go into which fields of growth99, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and growth99 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 growth99. 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 MoreGrowth99 is the industry leader in innovative technology and digital marketing solutions that accelerate the growth of your business. With expertise in CRM, self-driving landing pages, and virtual consultations, your business becomes streamlined with one system and one team
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