Connect Bexio and monday.com 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 Board
Archive Board
Get Item Column Values
Create Column
Create Group
Delete Item
Get Board Groups
Update Board
Delete Board
Archive Group
Archive Item
Create Subitem
Create Update
Delete Group
Duplicate Group
Update Group
Delete Column
List All Boards
Create Item
List Updates
Update Item Column Values
Send Notification to Selected User
Ready to use Bexio and monday.com automations
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 User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
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
Know More About Bexio and Monday Com Integrations
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Frequently Asked Questions
To start, connect both your Bexio and monday.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in monday.com (or vice versa).
Absolutely. You can customize how Bexio data is recorded in monday.com. This includes choosing which data fields go into which fields of monday.com, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and monday.com 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 monday.com. 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 monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
Learn More
