Connect Bexio and not8 to Build Intelligent Automations

Choose a Trigger

Bexio

When this happens...

Choose an Action

not8

Automatically do this!

Enable Integrations or automations with these events of Bexio and not8

Enable Integrations or automations with these events of Bexio and not8

Triggers

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

Request a new Trigger for Bexio

Actions

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

Request a new Action for Bexio

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Frequently Asked Questions

How do I start an integration between Bexio and not8?

To start, connect both your Bexio and not8 accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in not8 (or vice versa).

Can we customize how data from Bexio is recorded in not8?

Absolutely. You can customize how Bexio data is recorded in not8. This includes choosing which data fields go into which fields of not8, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bexio and not8?

The data sync between Bexio and not8 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 not8?

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 not8?

Yes, you can set conditional logic to control the flow of data between Bexio and not8. 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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not8

About not8

not8 is shareable sticky notes tool for team website review and user feedback.

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