Bexio

Trigger

Create a request filter that will invoke any of the actions below when an API request matches the filter criteria.

Actions

Any of the actions listed below can be triggered when a new request matches one of your request filters. These actions can also be incorporated into multi-step workflows, enabling the development of robust logic to fulfill your business requirements.

Create Company

Create a new company contact

Create File

Upload a new file to Bexio

Create Manual Entry

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

Create Person

Create a new person contact

Create Product

Create a new product or service

Create Project

Create a new project

Create Sales Invoice

Create a new product-based sales invoice

Create Sales Order

Create a new product-based sales order

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

Export Invoice to PDF

Export an existing sales invoice as a PDF document

Find Account

Search for accounts using various criteria

Find Company

Search for company contacts using various criteria

Find Country

Search for countries using various criteria

Find Person

Search for person contacts using various criteria

Find Product

Search for products by name or code

Search Invoice

Search for invoices using various criteria

Search Order

Search for orders using various criteria

Search Quote

Search for quotes using various criteria

Send Sales Invoice

Send a sales invoice to an email address

Update Company

Update an existing company contact

Update Person

Update an existing person contact

Update Product

Update an existing product or service