Connect funnelforms and Bexio to Build Intelligent Automations

Choose a Trigger

funnelforms

When this happens...

Choose an Action

Bexio

Automatically do this!

Enable Integrations or automations with these events of funnelforms and Bexio

Enable Integrations or automations with these events of funnelforms and Bexio

Triggers

New Order

New Order

Triggers when a new order is created

New Quote

New Quote

Triggers when a new quote is created or updated

New Sales-Invoice

New Sales-Invoice

Triggers when a new sales invoice is created or updated

New/Updated Company

New/Updated Company

Triggers when a company is added or updated

Request a new Trigger for funnelforms

Actions

Create Product

Create Product

Creates a product

Create Project

Create Project

Creates a Project

Create Person

Create Person

Creates a person

Create Company

Create Company

Creates a company

Export Invoice to PDF

Export Invoice to PDF

Exports an existing sales invoice as a pdf document

Search Project

Search Project

Search a project

Request a new Action for funnelforms

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Frequently Asked Questions

How do I start an integration between funnelforms and Bexio?

To start, connect both your funnelforms and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in funnelforms triggers actions in Bexio (or vice versa).

Can we customize how data from funnelforms is recorded in Bexio?

Absolutely. You can customize how funnelforms 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.

How often does the data sync between funnelforms and Bexio?

The data sync between funnelforms and Bexio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from funnelforms to Bexio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between funnelforms and Bexio?

Yes, you can set conditional logic to control the flow of data between funnelforms 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.

funnelforms

About funnelforms

Funnelforms is a form builder tool that lets you create innovative forms and optimize your lead generation, recruiting process, price calculation, appointment booking and product configuration.

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Bexio

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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