Connect Bexio and MailChimp to Build Intelligent Automations

Choose a Trigger

Bexio

When this happens...

Choose an Action

MailChimp

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Ready to use Bexio and MailChimp 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

new audience is created

new audience is created

runs when new audience is created

New Campaign

New Campaign

triggers when a new campaign is created or sent.

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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Step by step guides to integrate Bexio and MailChimp

Frequently Asked Questions

How do I start an integration between Bexio and MailChimp?

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

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

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

How often does the data sync between Bexio and MailChimp?

The data sync between Bexio and MailChimp 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 MailChimp?

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 MailChimp?

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

About MailChimp

Mailchimp is an all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties.

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