Connect Bexio and Wrike 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 Folder
Create Comment
Create Time Entry
Create Task
List Spaces
List Contacts
List Groups
List Workflows
List Custom Fields
List Folders
List Tasks
List Comments
List Timelogs
Timelog categories
List Approvals
Work Schedules
Custom Item Types
Ready to use Bexio and Wrike 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 Folder
Triggered when a new folder is created.
New Subfolder
Trigger when a subfolder 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 Wrike accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Wrike (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Wrike. This includes choosing which data fields go into which fields of Wrike, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Wrike 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 Wrike. 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 Wrike
Wrike is a versatile project management and collaboration platform designed to streamline workflows, enhance team productivity, and facilitate seamless communication. It offers a range of tools for task management, time tracking, and project planning, making it ideal for teams of all sizes.
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