Connect Bexio and retention-dot-com 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!
- Request a new Action for retention-dot-com
Enable Integrations or automations with these events of Bexio and retention-dot-com
Enable Integrations or automations with these events of Bexio and retention-dot-com
Triggers
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
Actions
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 retention-dot-com accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in retention-dot-com (or vice versa).
Absolutely. You can customize how Bexio data is recorded in retention-dot-com. This includes choosing which data fields go into which fields of retention-dot-com, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and retention-dot-com 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 retention-dot-com. 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 retention-dot-com
Retention.com helps you discover your audience's untapped potential by turning website browsers into buyers.
Learn More
