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Set up your first integration
Quickly connect bexio to Webhooks by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate bexio with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Company" from bexio.
Add your action
An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.
You’re connected!
Zapier seamlessly connects bexio and Webhooks by Zapier, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerPolling - Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New Product
Triggers new Products.
Try ItTriggerPolling - Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling
- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerPolling - State of Project
- Trigger each status changeRequired
Try ItTriggerPolling- Combined EntryRequired
- Automatic Reference Number
- Date (line item support)Required
- Reference Number (line item support)
- CurrencyRequired
- Debit Account Numbers (line item support)Required
- Credit Account Numbers (line item support)Required
- Vat (line item support)
- VAT Account
- Description (line item support)
- Amount (line item support)Required
ActionWrite
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Practical ways you can use bexio and Webhooks by Zapier
Log new invoices in custom systems
When a new sales invoice is created or updated in Bexio, Zapier triggers a Webhook to send the invoice data to a customized system. This automation ensures streamlined records with minimal manual intervention, saving time and reducing errors.
Business Owner
Monitor invoice systems for updates
When a Bexio invoice is created or updated, Zapier triggers a Webhook to notify your IT monitoring tool. This integration helps IT teams proactively track system changes and rapidly troubleshoot issues, improving operational reliability.
ITTrack new leads in Bexio
When Webhooks detect lead data from an external form or application, Zapier adds this information into Bexio as a new contact. This workflow simplifies lead entry, ensuring your marketing tools remain up to date and minimizing time spent on administrative work.
Marketing & Marketing OpsLearn how to automate Webhooks by Zapier on the Zapier blog
Frequently Asked Questions about bexio + Webhooks by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and Webhooks by Zapier
How do I set up a Zap between bexio and Webhooks by Zapier?
To set up a Zap, start by selecting bexio as your trigger app and choose a specific trigger event, such as 'New Invoice' or 'Updated Contact'. Then select Webhooks by Zapier as your action app, and determine the webhook event you wish to execute. Follow the step-by-step process provided by our platform to connect your accounts and map relevant fields.
What types of triggers are available for bexio in Zapier?
Our integration supports a variety of triggers from bexio, including 'New Invoice', 'Updated Contact', 'New Quote', and more. Each trigger captures real-time data changes in bexio that you can then automate with subsequent actions connected through Webhooks or other applications.
Can I send data from Zarier webhooks to create new invoices in bexio?
Yes, you can set up Webhooks by Zapier to initiate an action in bexio, such as creating new invoices. This involves setting up a webhook trigger that captures specific data which can then populate into invoice fields within bexio automatically.
Are there any limitations when using Webhooks by Zapier with bexio?
While most common actions like creating or updating contacts work seamlessly, limitations might occur due to specific custom fields or data types that may not directly map between Webhooks and bexio. We recommend reviewing both platforms' documentation for any unique compatibility notes.
How do I handle errors during the integration process between bexio and Webhooks by Zapier?
Errors can often arise from incorrect field mappings or authentication issues. We suggest checking webhook log histories for error details and ensuring all API credentials are current. Our support resources are also available for troubleshooting complex issues.
Is it possible to automate notifications through this integration?
Indeed, you can automate notifications by setting up a trigger in bexio (such as 'Invoice Paid') which then sends real-time updates via webhooks to notify any subscribed endpoint effectively keeping teams informed without manual tracking.
What should I consider when mapping fields between bexio and Webhooks?
Pay attention to ensuring accurate mapping regarding field types (e.g., text vs. numerical values), required fields, as well as handling any nested data appropriately. Precise mapping will ensure smooth data flow across platforms without any loss or mismatches.
