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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 Robolly integrations.
List Templates
Number field for pagination page
List Renders
List all renders.
Search Template Elements
Get template elements.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
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Frequently Asked Questions
To start, connect both your Robolly and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in Robolly triggers actions in Bexio (or vice versa).
Absolutely. You can customize how Robolly 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 Robolly 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 Robolly 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 Robolly
Robolly is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers a suite of AI-driven tools designed to automate tasks, improve decision-making, and optimize business processes.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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