Connect Bexio and Zoho Connect 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!
Add Member to Group
Create Private Task
Create Task in Board
Create Status
Invite User to Network
Create Event
Ready to use Bexio and Zoho Connect automations
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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 Announcement
Triggers when a new Announcement is added.
New Status
Triggers when a new status is added.
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 Zoho Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Zoho Connect (or vice versa).
Absolutely. You can customize how Bexio data is recorded in Zoho Connect. This includes choosing which data fields go into which fields of Zoho Connect, setting up custom formats, and filtering out unwanted information.
The data sync between Bexio and Zoho Connect 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 Zoho Connect. 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 Zoho Connect
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
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