Connect Bexio and Lemlist to Build Intelligent Automations

Choose a Trigger

Bexio

When this happens...

Choose an Action

Lemlist

Automatically do this!

Ready to use Bexio and Lemlist automations

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

Unsubscribed Recipient

Unsubscribed Recipient

Triggers when a recipient be unsubscribes from an email subscription list.

New Campaign

New Campaign

Triggers when a new campaign is created.

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 Lemlist?

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

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

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

How often does the data sync between Bexio and Lemlist?

The data sync between Bexio and Lemlist 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 Lemlist?

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 Lemlist?

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

About Lemlist

lemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.

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