Connect Bexio and Planable
Integrate Bexio with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Product in Bexio when When a new post is created in Planable
Create Project in Bexio when When a new post is created in Planable
Create Person in Bexio when When a new post is created in Planable
Create Company in Bexio when When a new post is created in Planable
Export Invoice to PDF in Bexio when When a new post is created in Planable
Popular Bexio + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
Bexio
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Product in Bexio when When a new post is created in Planable
Use this flowCreate Project in Bexio when When a new post is created in Planable
Use this flowCreate Person in Bexio when When a new post is created in Planable
Use this flowCreate Company in Bexio when When a new post is created in Planable
Use this flowExport Invoice to PDF in Bexio when When a new post is created in Planable
Use this flowSearch Project in Bexio when When a new post is created in Planable
Use this flowCreate Product in Bexio when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Project in Bexio when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Person in Bexio when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Company in Bexio when When a post becomes fully approved in the workspace in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Bexio and Planable.
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
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn moreSimilar apps
About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bexio and Planable accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bexio and Planable as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Planable. No coding required.
Yes. You can set up a workflow where Bexio triggers actions in Planable, and a separate workflow where Planable triggers actions in Bexio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bexio and Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bexio and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
