Bexio

Bexio

Swiss business software for accounting, invoicing, and project management

Productivity7 triggers24 actions

Triggers

(7)

New/Updated Company

Triggers when a company is added or updated

New/Updated Person

Triggers when a person is added or updated

New Product

Triggers when a new product is created

New Project

Triggers when a Project is created or updated with the chosen status

New Sales-Invoice

Triggers when a Sales-Invoice is created or updated with the chosen status

New Order

Triggers when an Order is created or updated with the chosen status

New Quotes

Triggers when a quote is created or updated with the chosen status

Actions

(24)

Create Manual Entry

Create a manual accounting entry (single, compound, or group)

Create Company

Create a new company contact

Create Person

Create a new person contact

Update Person

Update an existing person contact

Update Company

Update an existing company contact

Find Account

Search for accounts using various criteria

Find Company

Search for company contacts using various criteria

Find Person

Search for person contacts using various criteria

Find Product

Search for products by name or code

Find Country

Search for countries using various criteria

Search Invoice

Search for invoices using various criteria

Search Order

Search for orders using various criteria

Search Quote

Search for quotes using various criteria

Create File

Upload a new file to Bexio

Create Sales Invoice

Create a new product-based sales invoice

Export Invoice to PDF

Export an existing sales invoice as a PDF document

Send Sales Invoice

Send a sales invoice to an email address

Create Product

Create a new product or service

Update Product

Update an existing product or service

Create Sales Order

Create a new product-based sales order

Create Project

Create a new project

Create Sales Quote

Create a new product-based sales quote

Create Time Tracking

Create a new timesheet entry

Custom API Call

Make a custom API call to a specific endpoint

Example automation

Trigger

Event received

from Bexio

Action

Create Module Record

in Coherence

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