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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 Mails.so integrations.
Validate Email Address
Checks if a given email address is valid and if it can receive email.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
Create Company
Creates a company
Export Invoice to PDF
Exports an existing sales invoice as a pdf document
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Frequently Asked Questions
To start, connect both your Mails.so and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in Mails.so triggers actions in Bexio (or vice versa).
Absolutely. You can customize how Mails.so 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 Mails.so 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 Mails.so 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 Mails.so
Mails.so is a comprehensive email management platform designed to streamline your email communication. It offers a suite of tools to enhance productivity, organize your inbox, and automate routine email tasks, making it an essential tool for both personal and professional use.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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