Connect viaSocket utilities and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for viaSocket utilities
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Ready to use viaSocket utilities and Bexio automations
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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 viaSocket utilities integrations.
Delay
Add a pause in your workflow by entering a condition below. This action will return a delay in minutes based on your input..
Flow Connector
Select the flow you want to call from here.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
Create Company
Creates a company
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Frequently Asked Questions
To start, connect both your viaSocket utilities and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket utilities triggers actions in Bexio (or vice versa).
Absolutely. You can customize how viaSocket utilities 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 viaSocket utilities 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 viaSocket utilities 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 viaSocket utilities
Utility services for viasocket.com provide essential tools and functionalities to enhance and streamline workflow automation, enabling users to connect various applications and automate tasks efficiently.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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