Connect Habitify and Bexio to Build Intelligent Automations

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Habitify

When this happens...

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Bexio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Habit

New Habit

Triggers when new habit is created.

New Areas

New Areas

Triggers when new area is created.

New Logs

New Logs

Triggers when new logs is created.

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

Do thisActions

Action is the task that follows automatically within your Habitify integrations.

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

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Frequently Asked Questions

How do I start an integration between Habitify and Bexio?

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

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

Absolutely. You can customize how Habitify 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 Habitify and Bexio?

The data sync between Habitify 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 Habitify 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 Habitify and Bexio?

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

Habitify

About Habitify

Habitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.

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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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