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Bexio

Bexio

Create integrations between Bexio and your favorite App

Create effective Bexio automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Bexio

Bexio

Bexio

nextagency

nextagency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

mtarget

mtarget

We help your business grow bigger and get you closer to customers. Use our platform to build awareness, data acquisition & management, and customer retention. MTARGET has been proven to effectively increase revenue generation.

msaaq

msaaq

MSAAQ is an all-in-one platform to sell your online courses, digital products, and more without any technical expertise.

mpservices

mpservices

Mpservices is a maintenance management platform for tracking work orders, assets, request, and inventory products.

movinghub

movinghub

Movinghub is an online SAAS platform that enables partners to access everything needed to offer utility connections, energy comparisons and a vast range of essential home service.

Mover Dispatch Board

Mover Dispatch Board

Movers Dispatch Board allows you to connect with moving companies, brokers & carriers to interline & broker loads.

morningmate

morningmate

Manage projects, tasks, file storage, and messaging with Morningmate, the best all-in-one productivity software for efficiency and teamwork.

More Trees

More Trees

More Trees is a platform that provides you with an easy way to offset your carbon by automatically planting trees.

moonclerk

moonclerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

MonkeyLearn Legacy

MonkeyLearn Legacy

MonkeyLearn is a Text Analysis platform that allows you to classify and extract actionable data from raw texts like emails, chats, webpages, documents, tweets and more! You can classify texts with custom tags like sentiment or topic, and extract any particular data like organizations or keywords.

monax

monax

Smart, simple, secure digital contracting

Mojo Helpdesk

Mojo Helpdesk

Help desk software that lets you centralize, assign, and track customer support requests as well as internal help desk tickets.

Actions and Triggers

When this happensTriggers

Bexio

New Order

Triggers when a new order is created

Bexio

New Quote

Triggers when a new quote is created or updated

Bexio

New Sales-Invoice

Triggers when a new sales invoice is created or updated

Bexio

New/Updated Company

Triggers when a company is added or updated

Do thisActions

Bexio

Create Product

Creates a product

Bexio

Create Project

Creates a Project

Bexio

Create Person

Creates a person

Bexio

Create Company

Creates a company

Bexio

Export Invoice to PDF

Exports an existing sales invoice as a pdf document

Bexio

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.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate bexio with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and bexio databases.
  • Integrate bexio with MySQL to automatically sync records, facilitating seamless data exchange between bexio and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Bexio

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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