Connect Bexio and Microsoft Dynamics CRM
Integrate Bexio with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when New Order in Bexio
Create Contact in Microsoft-dynamics-crm when New Order in Bexio
Create Opportunity in Microsoft-dynamics-crm when New Order in Bexio
Create Lead in Microsoft-dynamics-crm when New Order in Bexio
Create Case/Incident in Microsoft-dynamics-crm when New Order in Bexio
Popular Bexio + Microsoft Dynamics CRM 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
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when New Order in Bexio
Use this flowCreate Contact in Microsoft-dynamics-crm when New Order in Bexio
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Order in Bexio
Use this flowCreate Lead in Microsoft-dynamics-crm when New Order in Bexio
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Order in Bexio
Use this flowCreate Order in Microsoft-dynamics-crm when New Order in Bexio
Use this flowCreate Account in Microsoft Dynamics CRM when New Quote in Bexio
Use this flowCreate Contact in Microsoft-dynamics-crm when New Quote in Bexio
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Quote in Bexio
Use this flowCreate Lead in Microsoft-dynamics-crm when New Quote in Bexio
Use this flowSupported Triggers & Actions
Everything you can automate between Bexio and Microsoft Dynamics CRM.
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
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
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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Learn how to automate Bexio and Microsoft Dynamics CRM workflows.
Learn how to automate Bexio and Microsoft Dynamics CRM workflows.
Learn how to automate Bexio and Microsoft Dynamics CRM workflows.
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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 Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bexio and Microsoft Dynamics CRM 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 Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Bexio triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bexio and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
