Connect Bexio and InvGate Service Management
Integrate Bexio with InvGate Service Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Order in Bexio
Get Categories from InvGate Service Management when New Order in Bexio
Get Users from InvGate Service Management when New Order in Bexio
Get Incident Details from InvGate Service Management when New Order in Bexio
Create User in InvGate Service Management when New Order in Bexio
Popular Bexio + InvGate Service Management flows
Start from a real workflow other teams are already running.
Choose a trigger
Bexio
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company
Choose an action
InvGate Service Management
Automatically do this!
Create Incident
Get Categories
Get Users
Get Incident Details
Create User
Create Incident in InvGate Service Management when New Order in Bexio
Use this flowGet Categories from InvGate Service Management when New Order in Bexio
Use this flowGet Users from InvGate Service Management when New Order in Bexio
Use this flowGet Incident Details from InvGate Service Management when New Order in Bexio
Use this flowCreate User in InvGate Service Management when New Order in Bexio
Use this flowCreate Incident in InvGate Service Management when New Quote in Bexio
Use this flowGet Categories from InvGate Service Management when New Quote in Bexio
Use this flowGet Users from InvGate Service Management when New Quote in Bexio
Use this flowGet Incident Details from InvGate Service Management when New Quote in Bexio
Use this flowCreate User in InvGate Service Management when New Quote in Bexio
Use this flowSupported Triggers & Actions
Everything you can automate between Bexio and InvGate Service Management.
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
New Quote
Triggers when a new quote is created or updated
New Sales-Invoice
Triggers when a new sales invoice is created or updated
New/Updated Company
Triggers when a company is added or updated
Do thisActions
Action is the task that follows automatically within your Bexio integrations.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
Create Company
Creates a company
Export Invoice to PDF
Exports an existing sales invoice as a pdf document
Search Project
Search a project
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn moreSimilar apps
About InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bexio and InvGate Service Management accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bexio and InvGate Service Management as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach InvGate Service Management. No coding required.
Yes. You can set up a workflow where Bexio triggers actions in InvGate Service Management, and a separate workflow where InvGate Service Management triggers actions in Bexio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bexio and InvGate Service Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bexio and InvGate Service Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
