Connect Bexio and Respond.io 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!
Assign/Unassign Conversation
List All Users
List All Contacts
Add Comment
Add Space Tag
Add Tags
Create Contact
Create Cusom Field
Update Contact
Update Contact Lifecycle
Open/Close Conversation
Update Space Tag
Find Contact
Find Message
Find Contact Channel
Delete Space Tag
Delete Contact
List All Custom Fields
Send Message
Find User
Find Custom Fields
Ready to use Bexio and Respond.io automations
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 Contact
Triggers when new contact created.
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 Respond.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Respond.io (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Respond.io. This includes choosing which data fields go into which fields of Respond.io, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Respond.io 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 Respond.io. 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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
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