Connect Botse and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message Arrives
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Ready to use Botse and Bexio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Arrives
Runs when new message arrives
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
Do thisActions
Action is the task that follows automatically within your Botse integrations.
Send WhatsApp Template Message
Sends a WhatsApp template message with dynamic fields and optional media to an individual or group.
Create Contact
Create a new contact in Botse CRM using name, WhatsApp, email, and any custom fields.
Delete Contact
Delete a contact from your contacts list.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
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Frequently Asked Questions
To start, connect both your Botse and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in Botse triggers actions in Bexio (or vice versa).
Absolutely. You can customize how Botse data is recorded in Bexio. This includes choosing which data fields go into which fields of Bexio, setting up custom formats, and filtering out unwanted information.
The data sync between Botse and Bexio 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 Botse and Bexio. 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 Botse
Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn More
