Connect Bexio and Kadoa to Build Intelligent Automations

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Bexio

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Kadoa

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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

Workflow Data

Workflow Data

Triggered when a workflow data is updated.

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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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Frequently Asked Questions

How do I start an integration between Bexio and Kadoa?

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

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

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

How often does the data sync between Bexio and Kadoa?

The data sync between Bexio and Kadoa 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 Kadoa?

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 Kadoa?

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

About Kadoa

Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.

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