Connect Documint and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Ready to use Documint and Bexio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Trigger when a new template is created.
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 Documint integrations.
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
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Frequently Asked Questions
To start, connect both your Documint and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Bexio (or vice versa).
Absolutely. You can customize how Documint 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 Documint 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 Documint 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 Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn More
