Connect Bexio and keygen to Build Intelligent Automations

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Bexio

When this happens...

Choose an Action

keygen

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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

User Created HOLD

User Created HOLD

Triggers when a new user is created.

Request a new Trigger for Bexio

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 keygen?

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

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

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

How often does the data sync between Bexio and keygen?

The data sync between Bexio and keygen 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 keygen?

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 keygen?

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