Connect clanica and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for clanica
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Enable Integrations or automations with these events of clanica and Bexio
Enable Integrations or automations with these events of clanica and Bexio
Triggers
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
Actions
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your clanica and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in clanica triggers actions in Bexio (or vice versa).
Absolutely. You can customize how clanica 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 clanica 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 clanica 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 clanica
Clanica is a robust email delivery service, equipped with an easy to use SMTP service and Email API, enabling you and your business to send all kinds of emails, from transactional to newsletter and marketing emails.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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