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- TemplatesLibrary of Automation Workflows
- Discover Top AppsDiscover Top Apps by Category
- EmbedEmbed viaSocket in your SaaS/AI
- Workflow Automation GuideAutomate tasks easily
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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
Click to Buy Services
Click to Buy Services is an easy-to-use, quick-to-deploy, and flexible e-commerce platform that (finally) allows home services companies to sell their services online.
click
Click is a platform where anyone can create apps without code.
clevero
Clevero is a CRM that runs your daily operations in a simple to use platform. Capture data and automate process around for your Sales, Projects, Support, Timesheets, Invoicing and much much more.
Clearpoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.
clinked
Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.
clinicminds
Clinicminds is the leading practice and patient management software for private healthcare clinics.
clinchd
Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved
Clarity Stack
Access millions of company records, live contracts and buying signals for more effective sales prospecting.
claimwizard
ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.
cituro
cituro is a powerful yet simple online scheduling software for businesses across industries. It optimizes scheduling processes and at the same time offers great service and increase sales.
cirkus
Cirkus is a task management software for any business that relies on collaboration to get work done. With powerful project management features for free, Cirkus is simple in design and capable of adapting to your most complicated work processes.
circuit
Circuit is everything your teams need to communicate in a single app. It’s voice, video, screen share, chat, and file sharing. It’s collaboration made simple.
Actions and Triggers
When this happensTriggers
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
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.
- 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.
Know More About viaSocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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.
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 innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
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