Connect Unity and Bexio to Build Intelligent Automations

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Unity

When this happens...

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Bexio

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Ready to use Unity and Bexio automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Unity Event Occurs

Unity Event Occurs

Runs when Unity Event Occurs

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

New/Updated Company

New/Updated Company

Triggers when a company is added or updated

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Do thisActions

Action is the task that follows automatically within your Unity 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

Request a new Action for Unity

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Frequently Asked Questions

How do I start an integration between Unity and Bexio?

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

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

Absolutely. You can customize how Unity 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 Unity and Bexio?

The data sync between Unity 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 Unity 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 Unity and Bexio?

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