Connect Bexio and Xodo Sign
Integrate Bexio with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Product in Bexio when Document Is Sent via Xodo Sign
Create Project in Bexio when Document Is Sent via Xodo Sign
Create Person in Bexio when Document Is Sent via Xodo Sign
Create Company in Bexio when Document Is Sent via Xodo Sign
Export Invoice to PDF in Bexio when Document Is Sent via Xodo Sign
Popular Bexio + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Bexio
When this happens...
New Order
New Quote
New Sales-Invoice
New/Updated Company
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Product in Bexio when Document Is Sent via Xodo Sign
Use this flowCreate Project in Bexio when Document Is Sent via Xodo Sign
Use this flowCreate Person in Bexio when Document Is Sent via Xodo Sign
Use this flowCreate Company in Bexio when Document Is Sent via Xodo Sign
Use this flowExport Invoice to PDF in Bexio when Document Is Sent via Xodo Sign
Use this flowSearch Project in Bexio when Document Is Sent via Xodo Sign
Use this flowCreate Product in Bexio when Document Completed in Xodo Sign
Use this flowCreate Project in Bexio when Document Completed in Xodo Sign
Use this flowCreate Person in Bexio when Document Completed in Xodo Sign
Use this flowCreate Company in Bexio when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Bexio and Xodo Sign.
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
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
Xodo Sign Automation: Eliminate Manual Document Work
Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Bexio and Xodo Sign free
No credit card required. Set up your first workflow in minutes.
About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn moreSimilar apps
About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bexio and Xodo Sign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bexio and Xodo Sign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xodo Sign. No coding required.
Yes. You can set up a workflow where Bexio triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Bexio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bexio and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bexio and Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
