Connect utobo and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for utobo
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Enable Integrations or automations with these events of utobo and Bexio
Enable Integrations or automations with these events of utobo and Bexio
Triggers
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
Actions
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
Search Project
Search a project
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your utobo and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in utobo triggers actions in Bexio (or vice versa).
Absolutely. You can customize how utobo 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 utobo 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 utobo 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 utobo
Utobo is a platform that offers more than a learning management system; it has all the tools you need to create and manage content, teach online, and sell to a global audience.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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