ApproveIt and bexio Integration
Build finance workflows between ApproveIt and bexio on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about ApproveIt and bexio
Detailed info you need to know about ApproveIt and bexio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect ApproveIt to bexio
Set up your ApproveIt and bexio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 1
Connect ApproveIt and bexio
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
STEP 2
Build a workflow
Paste selected ApproveIt and bexio nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between ApproveIt and bexio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ApproveIt and bexio work in WEXTL?
WEXTL exposes actions and triggers for ApproveIt and bexio that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
ApproveIt triggersbexio actions
ApproveIt modules
- Create a Pipeline Process Creates a new pipeline process.
- Create an Approval Request Creates a new approval request.
- Download a File Downloads a file by ID.
- Get a Vendor Retrieves the details of a vendor.
- Get an Approval Request Retrieves detailed information about an approval request.
- Get an Organization Retrieves the details of an organization.
- Get Workflow Fields Lists every field in a workflow's form configuration, in display order.
- List Accounts Lists all accounting accounts for the team.
- List Approval Requests Lists the team's approval requests.
- List Categories Lists all accounting categories for the team.
- List Contract Agreement Types Lists all contract agreement types for the team.
- List Contracts Lists all contracts for the team.
- List Cost Centers Lists all cost centers for the team.
- List Customers Lists all customers for the team.
- List Departments Lists all departments for the team.
- List Job Roles Lists all job roles for the team.
- List Locations Lists all locations for the team.
- List Organizations Lists all organizations for the team.
- List Products Lists all products for the team.
- List Tax Rates Lists all tax rates for the team.
- List Users Lists all users for the team.
- List Vendors Lists all vendors for the team.
- List Workflows Lists the team's workflows.
- Make an API Call Sends a custom authorized request to the ApproveIt API.
- Update a Pipeline Process Updates an existing pipeline process.
- Update an Approval Request Updates an existing approval request.
- Upload Files Uploads one or more files.
- Watch Accounts Triggers when a new accounting account is added.
- Watch Approval Requests Triggers when a new approval request is created.
- Watch Contracts Triggers when a new contract is added.
- Watch Cost Centers Triggers when a new cost center is added.
- Watch Customers Triggers when a new customer is added to the organization.
- Watch Products Triggers when a new product is added.
- Watch Users Triggers when a new user is added.
- Watch Vendors Triggers when a new vendor is added.
- Watch Workflows Triggers when a new workflow is created.
bexio modules
- Accept a Quote Performs the a Quote operation.
- Archive a Project Archives a Project.
- Cancel a Payment Cancels a Payment.
- Cancel an Invoice Cancels an Invoice.
- Check a Bill Document Number Validate whether document number is available or not.
- Check an Expense Document Number Validate whether document number is available or not.
- Copy a Quote Copies a quote.
- Copy an Invoice Copies an invoice.
- Create Additional Address Creates an additional address.
- Create an Item Position Creates an item position.
- Create Bill Creates a bill.
- Create Contact Creates a contact.
- Create Contact Group Creates a contact group.
- Create Contact Relation Creates a contact relation.
- Create Contacts in Bulk Bulk create contacts.
- Create Delivery from Order Creates a delivery from order.
- Create Expense Creates an expense.
- Create File Uploads a file.
- Create Invoice Creates an invoice.
- Create Invoice from Order Creates an invoice from order.
- Create Invoice from Quote Creates an invoice from quote.
- Create Item Creates an item.
- Create Manual Entry Creates a manual entry.
- Create Milestone Creates a milestone.
- Create Note Creates a note.
- Create Order Creates an order.
- Create Order from Quote Creates an order from quote.
- Create Outgoing Payment Creates Outgoing Payment.
- Create Payment — Invoices Creates a payment.
- Create Payment — Payments Creates a payment.
- Create Project Creates a project.
- Create Purchase Order Creates a purchase order.
- Create Quote Creates a quote.
- Create Reminder Creates a reminder.
- Create Task Creates a task.
- Create Timesheet Creates a timesheet.
- Create Work Package Creates a work package.
- Decline a Quote Performs the a Quote operation.
- Delete a Banking Payment Deletes a payment.
- Delete a Contact Deletes a contact.
- Delete a Contact Group Deletes a contact group.
- Delete a Contact Relation Deletes a contact relation.
- Delete a Existing File Deletes a file.
- Delete a Item Position Deletes a item position.
- Delete a Milestone Deletes a milestone.
- Delete a Note Deletes a note.
- Delete a Project Deletes a project.
- Delete a Purchase Order Deletes a purchase order.
- Delete a Quote Deletes a quote.
- Delete a Reminder Deletes a reminder.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ApproveIt and bexio integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ApproveIt and bexio.
References
List of sources used to gather information about the ApproveIt and bexio integration.
- ApproveIt and bexio integration source code, module specs and credentials implementation.
- Our ApproveIt and bexio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ApproveIt and bexio — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- ApproveIt integration information
- bexio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library
How we write our apps documentation
Explore how WEXTL® crafted ApproveIt and bexio integration page documentation. Used sources, AI's role, and how the team validates the result.
