Connect Worksection and Bexio to Build Intelligent Automations

Choose a Trigger

Worksection

When this happens...

Choose an Action

Bexio

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Ready to use Worksection and Bexio automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

New Order

New Order

Triggers when a new order is created

New Quote

New Quote

Triggers when a new quote is created or updated

Do thisActions

Action is the task that follows automatically within your Worksection integrations.

Create Project

Create Project

Adds a new project into your account.

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

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Frequently Asked Questions

How do I start an integration between Worksection and Bexio?

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

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

Absolutely. You can customize how Worksection 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 Worksection and Bexio?

The data sync between Worksection 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 Worksection 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 Worksection and Bexio?

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

Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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Bexio

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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