Connect YCloud and Bexio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for YCloud
Choose an Action
Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
Ready to use YCloud and Bexio automations
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 YCloud integrations.
Send an Email
Send an email to the customers
Retrieve balance
Get balance from ycloud.
List Unsubscribers
Get all unsubscribers from ycloud.
List Voice Records
Get all Voice Records from ycloud.
List WhatsApp Business Accounts
Get all WhatsApp business accounts from ycloud.
List WhatsApp Business Phone Numbers
Get all WhatsApp business phone numbers from ycloud.
Know More About Ycloud and Bexio Integrations
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Frequently Asked Questions
To start, connect both your YCloud and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in YCloud triggers actions in Bexio (or vice versa).
Absolutely. You can customize how YCloud 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 YCloud 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 YCloud 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 YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn More
