Connect Concord CLM and Bexio
Integrate Concord CLM with Bexio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Product in Bexio when When a new contract agreement is created in Concord CLM
Create Project in Bexio when When a new contract agreement is created in Concord CLM
Create Person in Bexio when When a new contract agreement is created in Concord CLM
Create Company in Bexio when When a new contract agreement is created in Concord CLM
Export Invoice to PDF in Bexio when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Bexio flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
Choose an action
Bexio
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Create Product in Bexio when When a new contract agreement is created in Concord CLM
Use this flowCreate Project in Bexio when When a new contract agreement is created in Concord CLM
Use this flowCreate Person in Bexio when When a new contract agreement is created in Concord CLM
Use this flowCreate Company in Bexio when When a new contract agreement is created in Concord CLM
Use this flowExport Invoice to PDF in Bexio when When a new contract agreement is created in Concord CLM
Use this flowSearch Project in Bexio when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Order in Bexio
Use this flowCreate Executed Document in Concord CLM when New Order in Bexio
Use this flowList Organizations in Concord CLM when New Order in Bexio
Use this flowList Organization Folders in Concord CLM when New Order in Bexio
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Bexio.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
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 Concord CLM integrations.
Create Organization
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create Executed Document
Create an executed (signed and finalized) document by template or without template in the organization.
List Organizations
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
Create Product
Creates a product
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Concord CLM and Bexio free
No credit card required. Set up your first workflow in minutes.
About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn more
About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Bexio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Concord CLM and Bexio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Bexio. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Bexio, and a separate workflow where Bexio triggers actions in Concord CLM . Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Concord CLM and Bexio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Bexio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
