Bexio

Salesmate

Integrations Bexio Salesmate

Create integrations between Bexio and Salesmate

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Add Note in Salesmate when New Order in Bexio

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Create Activity in Salesmate when New Order in Bexio

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Create Company in Salesmate when New Order in Bexio

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Search User in Salesmate when New Order in Bexio

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Create Contact in Salesmate when New Order in Bexio

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Search Activity through Salesmate when New Order in Bexio

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Search Company in Salesmate when New Order in Bexio

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Search Contact in Salesmate when New Order in Bexio

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Add Note in Salesmate when New Quote in Bexio

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Create Activity in Salesmate when New Quote in Bexio

Actions and Triggers

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

Know More About
Viasocket Integrations

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Accounting

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About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

CRM Sales and CRM

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