Connect Routee and Bexio
Integrate Routee with Bexio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Routee + Bexio flows
Start from a real workflow other teams are already running.
Choose a trigger
Routee
When this happens...
New contact added
Choose an action
Bexio
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Create Product in Bexio when New contact added in Routee
Use this flowCreate Project in Bexio when New contact added in Routee
Use this flowCreate Person in Bexio when New contact added in Routee
Use this flowCreate Company in Bexio when New contact added in Routee
Use this flowExport Invoice to PDF in Bexio when New contact added in Routee
Use this flowSearch Project in Bexio when New contact added in Routee
Use this flowList all Contacts in Routee when New Order in Bexio
Use this flowCreate contact in Routee when New Order in Bexio
Use this flowSend an SMS via Routee when New Order in Bexio
Use this flowList all Contacts in Routee when New Quote in Bexio
Use this flowSupported Triggers & Actions
Everything you can automate between Routee and Bexio.
When this happensTriggers
A trigger is an event that starts a workflow.
New contact added
Start a workflow for each contact added to your Routee account.
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 Routee integrations.
List all Contacts
Retrieve all the contacts of the account.
Create contact
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
Learn more
About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Routee and Bexio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Routee and Bexio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Bexio. No coding required.
Yes. You can set up a workflow where Routee triggers actions in Bexio, and a separate workflow where Bexio triggers actions in Routee. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Routee and Bexio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Routee and Bexio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
