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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Insight Generated
Runs when new product insight is generated
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 ClosedLoop AI integrations.
Send Feedback
Send customer feedback to extract product insights.
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
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Frequently Asked Questions
To start, connect both your ClosedLoop AI and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in Bexio (or vice versa).
Absolutely. You can customize how ClosedLoop AI 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 ClosedLoop AI 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 ClosedLoop AI 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 ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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