Connect Google Docs and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Ready to use Google Docs and Bexio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Runs when a new Google Docs document is created within the chosen time window.
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 Google Docs integrations.
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add or replace text in Google Doc
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Get Document Content
Retrieve title and plain text
Create Product
Creates a product
Create Project
Creates a Project
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Step by step guides to integrate Google Docs and Bexio
Frequently Asked Questions
To start, connect both your Google Docs and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Bexio (or vice versa).
Absolutely. You can customize how Google Docs 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 Google Docs 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 Google Docs 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 Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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