
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company

Automatically do this!
Create or Update Profile
Track event
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is created
Triggers when a new quote is created or updated
Triggers when a new sales invoice is created or updated
Triggers when a company is added or updated
Action is the task that follows automatically within your Bexio integrations.
Creates a product
Creates a Project
Creates a person
Creates a company
Exports an existing sales invoice as a pdf document
Search a project

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Bexio and Mixpanel accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Mixpanel (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Mixpanel. This includes choosing which data fields go into which fields of Mixpanel, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Mixpanel 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 Mixpanel. 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 is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn MoreMixpanel is a powerful analytics platform that helps businesses understand user behavior and make data-driven decisions. It provides tools for tracking user interactions, analyzing data, and creating custom reports to optimize user engagement and improve product performance.
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