Connect Bexio and ProductPlan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company
Choose an Action
Automatically do this!
Create New Bar
Get Roadmap Bars
Update Bar
Ready to use Bexio and ProductPlan automations
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Actions and Triggers
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
New Bar Appears on Roadmap
Runs when New Bar Appears on Roadmap
Roadmap Is Updated
Runs when roadmap is 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
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Frequently Asked Questions
To start, connect both your Bexio and ProductPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in ProductPlan (or vice versa).
Absolutely. You can customize how Bexio data is recorded in ProductPlan. This includes choosing which data fields go into which fields of ProductPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and ProductPlan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bexio and ProductPlan. 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.
About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn MoreAbout ProductPlan
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
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