Swiss business software for accounting, invoicing, and project management
Bexio currently provides 7 triggers that can start a workflow and 24 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
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
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
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Bexio event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New/Updated Company
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Bexio action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Manual Entry
Combine Bexio with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.
Starts with
New/Updated Company
Finishes with
Create Manual Entry, then preserve the outcome in Coherence
The exact authentication fields depend on Bexio. The workflow structure stays straightforward:
Authorize the Bexio account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Bexio or provide a complementary trigger or action.
Bexio currently provides 7 triggers that can start a workflow and 24 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Bexio currently lists 7 triggers and 24 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Bexio triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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