Connect BulkGate and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BulkGate
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Ready to use BulkGate and Bexio automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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
Do thisActions
Action is the task that follows automatically within your BulkGate integrations.
Add a Contact
Add a Contact in BulkGate Address Book
Update a Contact
Update an existing contact by its Phone Number
Get a Contact
Get a Contact by Phone Number
Blacklist a Number
Adds a number to blacklist.
Check Blacklisted Number
Check Number is Blacklisted.
Remove a Blacklisted Number
Removes number from black list.
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Frequently Asked Questions
To start, connect both your BulkGate and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in BulkGate triggers actions in Bexio (or vice versa).
Absolutely. You can customize how BulkGate 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 BulkGate 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 BulkGate 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 BulkGate
Bulkgate is a comprehensive platform designed for businesses to streamline their communication through bulk messaging services. It offers tools for sending SMS, Viber, and other messaging services to engage with customers effectively.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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