Bexio automation for invoices, payroll, and bookkeeping
Create invoices from orders, sync payroll changes, and update bookkeeping records so your back office stays organized.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Bexio.
Update records in Bexio automatically when data changes in the apps your team already uses.
Log Bexio activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Bexio
Ready-made flows built with Bexio — preview one, then make it yours.
Ready to use Bexio automations
Triggers and Actions in Bexio Automations
viaSocket makes it simple to connect Bexio and automate repetitive tasks.
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
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
Real-world use cases of Bexio integrations
See how Bexio integrates with popular apps to automate tasks and streamline your workflow.
Send Bexio invoices to QuickBooks when payments are recorded for cleaner bookkeeping.
Create Bexio customers from new HubSpot deals to keep sales and billing aligned.
Log Bexio invoice updates in Google Sheets for monthly reporting and review.
Post Bexio payroll changes to Slack for finance team review before processing.
Add Bexio customer records to your CRM after approved quotes are issued.
Export Bexio invoice totals to a spreadsheet for cash flow tracking each week.
How to get started with Bexio automations
Automate when something happens in Bexio
Login -> Create new flow -> Select trigger -> Search Bexio -> Choose the trigger from the list
Take action in Bexio when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Bexio -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket connects to Bexio through Bexio's API using secure authentication. You pick triggers (e.g., new sale) and actions (e.g., create invoice) in a visual workflow—no coding required.
Typical outcomes include faster invoice creation and payments, fewer billing errors, quicker payroll processing, predictable month-end reporting, and reduced time spent on routine accounting tasks.
Yes. viaSocket can add AI steps—for example, auto-categorizing expenses, summarizing invoice exceptions, or drafting payment reminder messages—so routine decisions are handled automatically and exceptions are routed for review.
Integrations use encrypted connections and API credentials. Only the data you allow flows between systems, and workflows can be limited to specific actions. Review your account permissions and audit logs when available.
About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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