
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company

Automatically do this!
List Posts
Create Post
Search Post
Update Post
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is created
Triggers when a new quote is created or updated
Triggers when a new sales invoice is created or updated
Triggers when a company is added or updated
Triggers when a new post is fetched.
Action is the task that follows automatically within your Bexio integrations.
Creates a product
Creates a Project
Creates a person
Creates a company
Exports an existing sales invoice as a pdf document
Search a project

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Bexio and Walls.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Walls.io (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Walls.io. This includes choosing which data fields go into which fields of Walls.io, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Walls.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 Walls.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.
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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