Connect Bexio and Zoho Books
Integrate Bexio with Zoho Books to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Product in Bexio when When a new sales invoice is created in Zoho Books
Create Project in Bexio when When a new sales invoice is created in Zoho Books
Create Person in Bexio when When a new sales invoice is created in Zoho Books
Create Company in Bexio when When a new sales invoice is created in Zoho Books
Export Invoice to PDF in Bexio when When a new sales invoice is created in Zoho Books
Popular Bexio + Zoho Books 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
Zoho Books
Automatically do this!
Create Invoice
Create or Update Customer
Update Invoice
Find Invoices
Create Product or Service
List Organizations
Create Estimate
Find Projects
Find Items
Find Customers
Create Bill
Find Items by SKU
Create a Project
Create Or Update Vendor
Find Purchase Orders
List All Invoices
Send Invoice
Update Customer
Create Product in Bexio when When a new sales invoice is created in Zoho Books
Use this flowCreate Project in Bexio when When a new sales invoice is created in Zoho Books
Use this flowCreate Person in Bexio when When a new sales invoice is created in Zoho Books
Use this flowCreate Company in Bexio when When a new sales invoice is created in Zoho Books
Use this flowExport Invoice to PDF in Bexio when When a new sales invoice is created in Zoho Books
Use this flowSearch Project in Bexio when When a new sales invoice is created in Zoho Books
Use this flowCreate Product in Bexio when When a sales invoice is updated in Zoho Books
Use this flowCreate Project in Bexio when When a sales invoice is updated in Zoho Books
Use this flowCreate Person in Bexio when When a sales invoice is updated in Zoho Books
Use this flowCreate Company in Bexio when When a sales invoice is updated in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Bexio and Zoho Books.
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
When a new sales invoice is created
Runs the workflow automatically whenever a new sales invoice is created in your Zoho Books account.
When a sales invoice is updated
Runs the workflow automatically when a sales invoice is updated in the account.
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.
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About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn moreSimilar apps
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bexio and Zoho Books 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 Zoho Books 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 Zoho Books. No coding required.
Yes. You can set up a workflow where Bexio triggers actions in Zoho Books, and a separate workflow where Zoho Books 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 Zoho Books. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bexio and Zoho Books integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
