Connect Raynet CRM and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Ready to use Raynet CRM and Bexio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger Record
Triggers when a record is updated , created or deleted
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 Raynet CRM integrations.
Modifying Call
Modifying call data
Modifying Event
Modifying event data
Modifying Letter
Modifying letter data
Modifying Task
Modifying task data
Modifying Deal
Modifying deal data
Modifying Price List
Modifying price list data
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Frequently Asked Questions
To start, connect both your Raynet CRM and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Bexio (or vice versa).
Absolutely. You can customize how Raynet CRM 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 Raynet CRM 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 Raynet CRM 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 Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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