Salesflare Salesflare Integrations

bexio and Salesflare

Accounting bexio.com ↗

How to connect bexio

What you can automate

  • When new/Updated Company in bexio, find or create account in Salesflare.
  • When new Sales-Invoice in bexio, create opportunity, then find or create contact in Salesflare.
  • When new Order in bexio, create opportunity, then find or create contact in Salesflare.
  • When new/Updated Person in bexio, find or create contact in Salesflare.
  • When new Quotes in bexio, create opportunity in Salesflare.
  • When new Account in Salesflare, create Company in bexio.

About bexio

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

bexio operations on Zapier

Triggers (7)

Start a workflow when this happens

  • New Order — Triggers when a Order is created or updated with the chosen status (line items not provided).
  • New Product — Triggers new Products.
  • New Quotes — Triggers when a quote is created or updated with the chosen status (line items not provided).
  • New Sales-Invoice — Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
  • New or Updated Project — Triggers when a project is created or transitions to a new status. Each project-status combination fires once — if a project returns to a previously-seen status, it will not trigger again.
Show 2 more triggers
  • New/Updated Company — Triggers when a company is added or updated.
  • New/Updated Person — Triggers when a person is added or updated.

Actions (18)

Things Salesflare can make it do

  • Create Company — Create a new company.
  • Create Manual Entry — Creates a manual entry in accounting.
  • Create Person — Create a new person.
  • Create Product — Creates a product.
  • Create Project — Creates a project.
Show 13 more actions
  • Create Time Tracking — Creates a time tracking.
  • Create a Sales Invoice — Create a product based sales invoice.
  • Create a Sales Order — Create a sales order based products.
  • Create a Sales Quote — Create a sales quote based products.
  • Export Invoice to PDF — Exports an existing sales invoice as a PDF document.
  • Find or Create Company — Finds or creates a company.
  • Find or Create Person — Finds or creates a person.
  • Find or Create Product — Finds or creates a product.
  • Send a Sales-Invoice — Send a Sales-Invoice to an E-Mail address.
  • Update Company — Updates a company.
  • Update Person — Updates a person.
  • Update Product — Updates a product.
  • Upload File to Inbox — Uploads a file to Inbox.

Searches (9)

Look up existing records

  • Find Account — Finds an existing account.
  • Find Company — Find a company.
  • Find Country — Find a country.
  • Find Person — Find a person.
  • Find Product — Finds an existing product by name or code.
Show 4 more searches
  • Search Invoice — Search an invoice.
  • Search Order — Search an order.
  • Search Project — Search a project.
  • Search Quote — Search an quote.

bexio operations on Make

Triggers (9)

Start a workflow when this happens

  • Watch Contacts — Watches for updated or newly created contacts.
  • Watch Files — Watches for files.
  • Watch Invoices — Watches for invoices.
  • Watch Orders — Watches for orders.
  • Watch Payments — Watches for payments.
Show 4 more triggers
  • Watch Products — Watches for products.
  • Watch Projects — Watches for projects.
  • Watch Quotes — Watches for quotes.
  • Watch Timesheets — Watches for timesheets.

Actions (43)

Things Salesflare can make it do

  • Cancel a Payment — Cancels an existing payment.
  • Create a Contact — Creates a new contact.
  • Create a Country — Creates a new country.
  • Create a Manual Entry — Creates a new manual entry for the account ledger.
  • Create a Product — Creates a new product.
Show 38 more actions
  • Create a Project — Creates a new project.
  • Create a Quote — Creates a new quote.
  • Create a Timesheet — Creates a new timesheet.
  • Create an Invoice — Creates a new invoice.
  • Create an Order — Creates a new order.
  • Delete a Contact — Deletes a specified contact.
  • Delete a Country — Deletes a specified country.
  • Delete a File — Deletes a specified file.
  • Delete a Payment — Deletes a payment.
  • Delete a Product — Deletes a specified product.
  • Delete a Project — Deletes a specified project.
  • Delete a Quote — Deletes a specified quote.
  • Delete a Timesheet — Deletes a specified timesheet.
  • Delete an Invoice — Deletes a specified invoice.
  • Delete an Order — Deletes a specified order.
  • Download a File — Downloads a specified file.
  • Export Invoice to PDF — Returns a PDF document of the invoice.
  • Get a Contact — Returns a specified contact.
  • Get a Country — Returns a specified country.
  • Get a File — Returns information about the specified file.
  • Get a Product — Returns a specified product.
  • Get a Project — Returns a specified project.
  • Get a Quote — Returns a specified quote.
  • Get a Timesheet — Returns a specified timesheet.
  • Get an Invoice — Returns a specified invoice.
  • Get an Order — Returns a specified order.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Send an Invoice — Sends an invoice by email.
  • Update a Contact — Updates a specified contact.
  • Update a Country — Updates a country.
  • Update a File — Updates a specified file.
  • Update a Product — Updates a specified product.
  • Update a Project — Updates a specified project.
  • Update a Quote — Updates a specified quote.
  • Update a Timesheet — Updates a specified timesheet.
  • Update an Invoice — Updates a specified invoice.
  • Update an Order — Updates a specified order.
  • Upload a File — Uploads a new file.

Searches (10)

Look up existing records

  • List Payments — Returns a list of payments.
  • Search Contacts — Searches for contacts.
  • Search Countries — Searches for countries.
  • Search Files — Searches for files.
  • Search Invoices — Searches for invoices.
Show 5 more searches
  • Search Orders — Searches for orders.
  • Search Products — Searches for products.
  • Search Projects — Searches for projects.
  • Search Quotes — Searches for quotes.
  • Search Timesheets — Searches for timesheets.

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