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

Automatically do this!
Get Task
Create Task
Search Tasks
Create Message
Create List
List all Lists
List all Tasks
List all Field Templates
List all Users
List all Groups
Create Team
Update List
Explore more automations built by businesses and experts
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
Triggers when a new task is created.
Triggers when a new task is 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 Height accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Height (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Height. This includes choosing which data fields go into which fields of Height, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Height 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 Height. 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 MoreHeight is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
Learn More