Connect Docamatic and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docamatic
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Ready to use Docamatic and Bexio automations
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 Docamatic integrations.
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
Write to an existing PDF
Add text, images, barcodes and QR codes to an existing pdf document.
Generate a PDF from a predefined template
This endpoint allows you to create a PDF or image from one of our predefined templates.
Create Product
Creates a product
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Frequently Asked Questions
To start, connect both your Docamatic and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in Docamatic triggers actions in Bexio (or vice versa).
Absolutely. You can customize how Docamatic 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 Docamatic 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 Docamatic 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 Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn More
