Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.
Bokio currently provides 11 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.
Create Customer
Creates a new customer in Bokio
Create Invoice
Creates a new draft invoice in Bokio
Add line item to invoice
Adds a line item to an existing draft invoice
Create an item
Creates a new item in Bokio
Create a journal entry
Creates a new journal entry in Bokio
Update an invoice
Updates an existing draft invoice in Bokio
Find Customer
Find customers in Bokio by filtering and pagination
Get Draft Invoice by Customer Name
Get all draft invoices for a customer by customer name
Get an invoice
Retrieve a specific invoice by its ID
Get a journal entry
Retrieve a specific journal entry by its ID
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.
Use a change in Coherence to run a supported Bokio 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 Customer
Combine Bokio with another integration and Coherence records to keep financial events visible beside the customer, vendor, or project they affect.
Starts with
A Coherence workflow starts
Finishes with
Create Customer, then preserve the outcome in Coherence
The exact authentication fields depend on Bokio. The workflow structure stays straightforward:
Authorize the Bokio 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 Bokio or provide a complementary trigger or action.
Bokio currently provides 11 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.
Bokio currently lists 0 triggers and 11 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 Bokio 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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