Connect Bexio and Microsoft Outlook to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company
Choose an Action
Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Delete Calendar Event
Send Email
Update Contact
Find Contact
Get User Details
Get All Contact Folders
Get All Messages
Get All Events
Get All Contacts
Get All Mail Folders
Get All Mail Folder Delta
Get all Attachments
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Actions and Triggers
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 Contact Is Created
Runs when new contact is created
New Email
Triggers when new email 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
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Step by step guides to integrate Bexio and Microsoft Outlook
Frequently Asked Questions
To start, connect both your Bexio and Microsoft Outlook accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Microsoft Outlook (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Microsoft Outlook. This includes choosing which data fields go into which fields of Microsoft Outlook, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Microsoft Outlook typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bexio and Microsoft Outlook. 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.
About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn MoreAbout Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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