bexio Integration

Business software for small businesses and startups. Sync bexio invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Contact Relations arrives, automatically continue with Check a Bill Document Number or Check an Expense Document Number.

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Supported triggers and actions for bexio integration

Triggers can detect changes in bexio and run actions that can create, search or modify data inside bexio automatically [3] — exactly how you set them.

Watch Contact RelationsTriggers when a contact relation is created or updated.
Watch ContactsTriggers when a contact is created or updated.
Watch DeliveriesTriggers when a delivery is created or updated.
Watch InvoicesTriggers when an invoice is created or updated.
Watch OrdersTriggers when an order is created or updated.
Watch Purchase OrdersTriggers when a purchase order is created or updated.
Watch QuotesTriggers when a quote is created or updated.
Check a Bill Document NumberValidate whether document number is available or not.
Check an Expense Document NumberValidate whether document number is available or not.
Download FileDownloads a file.
Get Additional AddressReturns a single additional address.
Get a PaymentGets a Payment.
Get Bank AccountReturns a single bank account.
Get BillReturns a single bill.
Get Business YearReturns a single business year.
Get Calendar YearReturns a single calendar year.
Get ContactReturns a single contact.
Get Contact GroupReturns a single contact group.
Get Contact RelationReturns a single contact relation.
Get DeliveryReturns a single delivery.
Get ExpenseReturns a single expense.
Get File PreviewReturns a preview of a file.
Get File UsageReturns where a file is used.
Get InvoiceReturns a single invoice.
Get Invoice PDFRetrieves the invoice as a PDF.
Get ItemReturns a single item.
Get MilestoneReturns a single milestone.
Get Next Reference NumberGets next Reference Number.
Get NoteReturns a single note.
Get OrderReturns a single order.
Get Order PDFRetrieves the order as a PDF.
Get Outgoing PaymentGets outgoing Payment.
Get PaymentReturns a single payment.
Get ProjectReturns a single project.
Get Purchase OrderReturns a single purchase order.
Get QuoteReturns a single quote.
Get Quote PDFRetrieves the quote as a PDF.
Get ReminderReturns a single reminder.
Get Reminder PDFShow reminder PDF.
Get RepetitionReturns the repetition on an order.
Get Single FileReturns a single file.
Get TaskReturns a single task.
Get TaxReturns a single tax.
Get the Authenticated UserFetch the authenticated user.
Get TimesheetReturns a single timesheet.
Get UserReturns a single user.
Get Vat PeriodReturns a single vat period.
Get Work PackageReturns a single work package.
List AccountsRetrieves a list of accounts.
List Additional AddressesRetrieves a list of additional addresses.
List Bank AccountsRetrieves a list of bank accounts.
List Banking PaymentsRetrieves a list of all payments.
List BillsRetrieves a list of bills.
List Business YearsRetrieves a list of business years.
List Calendar YearsRetrieves a list of calendar years.
List Contact GroupsRetrieves a list of contact groups.
List Contact RelationsRetrieves a list of contact relations.
List ContactsRetrieves a list of contacts.
List DeliveriesRetrieves a list of deliveries.
List ExpensesRetrieves a list of expenses.
List FilesRetrieves a list of files.
List InvoicesRetrieves a list of invoices.
List Item PositionsRetrieves a list of item positions.
List ItemsRetrieves a list of items.
List Journal EntriesRetrieves journal entries.
List Manual EntriesRetrieves a list of manual entries.
List MilestonesRetrieves a list of milestones.
List NotesRetrieves a list of notes.
List OrdersRetrieves a list of orders.
List Outgoing PaymentsRetrieve Outgoing Payments.
List PaymentsRetrieves a list of payments.
List ProjectsRetrieves a list of projects.
List Purchase OrdersRetrieves a list of purchase orders.
List QuotesRetrieves a list of quotes.
List RemindersRetrieves a list of reminders.
List TasksRetrieves a list of tasks.
List TaxesRetrieves a list of taxes.
List TimesheetsRetrieves a list of timesheets.
List UsersRetrieves a list of users.
List Vat PeriodsRetrieves a list of vat periods.
List Work PackagesRetrieves a list of work packages.
Search AccountsRetrieves accounts that match a search.
Search Additional AddressesRetrieves additional addresses that match a search.
Search Contact GroupsRetrieves contact groups that match a search.
Search Contact RelationsRetrieves contact relations that match a search.
Search ContactsRetrieves contacts that match a search.
Search FilesRetrieves files that match a search.
Search Invoice RemindersRetrieves invoice reminders that match a search.
Search InvoicesRetrieves invoices that match a search.
Search ItemsRetrieves items that match a search.
Search NotesRetrieves notes that match a search.
Search OrdersRetrieves orders that match a search.
Search ProjectsRetrieves projects that match a search.
Search QuotesRetrieves quotes that match a search.
Search TasksRetrieves tasks that match a search.
Search TimesheetsRetrieves timesheets that match a search.
Accept a QuotePerforms the a Quote operation.
Archive a ProjectArchives a Project.
Cancel an InvoiceCancels an Invoice.
Cancel a PaymentCancels a Payment.
Copy an InvoiceCopies an invoice.
Copy a QuoteCopies a quote.
Create Additional AddressCreates an additional address.
Create an Item PositionCreates an item position.
Create BillCreates a bill.
Create ContactCreates a contact.
Create Contact GroupCreates a contact group.
Create Contact RelationCreates a contact relation.
Create Contacts in BulkBulk create contacts.
Create Delivery from OrderCreates a delivery from order.
Create ExpenseCreates an expense.
Create FileUploads a file.
Create InvoiceCreates an invoice.
Create Invoice from OrderCreates an invoice from order.
Create Invoice from QuoteCreates an invoice from quote.
Create ItemCreates an item.
Create Manual EntryCreates a manual entry.
Create MilestoneCreates a milestone.
Create NoteCreates a note.
Create OrderCreates an order.
Create Order from QuoteCreates an order from quote.
Create Outgoing PaymentCreates Outgoing Payment.
Create Payment — InvoicesCreates a payment.
Create Payment — PaymentsCreates a payment.
Create ProjectCreates a project.
Create Purchase OrderCreates a purchase order.
Create QuoteCreates a quote.
Create ReminderCreates a reminder.
Create TaskCreates a task.
Create TimesheetCreates a timesheet.
Create Work PackageCreates a work package.
Decline a QuotePerforms the a Quote operation.
Delete a Banking PaymentDeletes a payment.
Delete a ContactDeletes a contact.
Delete a Contact GroupDeletes a contact group.
Delete a Contact RelationDeletes a contact relation.
Delete a Existing FileDeletes a file.
Delete a Item PositionDeletes a item position.
Delete a MilestoneDeletes a milestone.
Delete an Additional AddressDeletes an additional address.
Delete an InvoiceDeletes an invoice.
Delete an Invoice PaymentDeletes a payment.
Delete an ItemDeletes an item.
Delete an OrderDeletes an order.
Delete a NoteDeletes a note.
Delete a ProjectDeletes a project.
Delete a Purchase OrderDeletes a purchase order.
Delete a QuoteDeletes a quote.
Delete a ReminderDeletes a reminder.
Delete a RepetitionDeletes a repetition.
Delete a TaskDeletes a task.
Delete a TaxDeletes a tax.
Delete a TimesheetDeletes a timesheet.
Delete a Work PackageDeletes a work package.
Delete BillDeletes a bill.
Delete ExpenseDeletes an expense.
Delete Manual EntryDeletes a manual entry.
Delete Outgoing PaymentDeletes an Outgoing Payment.
Edit a ContactUpdates a contact.
Edit a Contact GroupUpdates a contact group.
Edit a Contact RelationUpdates a contact relation.
Edit a MilestoneUpdates a milestone.
Edit an Additional AddressUpdates an additional address.
Edit an InvoiceUpdates an invoice.
Edit an ItemUpdates an item.
Edit an OrderUpdates an order.
Edit a NoteUpdates a note.
Edit a ProjectUpdates a project.
Edit a QuoteUpdates a quote.
Edit a RepetitionUpdates a repetition.
Edit a TaskUpdates a task.
Edit a TimesheetUpdates a timesheet.
Edit a Work PackageUpdates a work package.
Edit Outgoing PaymentUpdates Outgoing Payment.
Execute Bill ActionRuns an action on a bill.
Execute Expense ActionRuns an action on an expense.
Issue a DeliveryPerforms the a Delivery operation.
Issue an InvoicePerforms the an Invoice operation.
Issue a QuotePerforms the a Quote operation.
Make an API CallPerforms an arbitrary authorized API call.
Reissue a QuotePerforms the a Quote operation.
Restore a ContactPerforms the a Contact operation.
Send an InvoiceSends an Invoice.
Send a QuoteSends a Quote.
Send a ReminderSends a Reminder.
Set an Invoice as SentMark invoice as sent.
Set an Invoice Back to DraftSets issued invoice to draft.
Set a Quote as SentMark quote as sent.
Set a Quote Back to DraftRevert issue a quote.
Set a Reminder as SentMark reminder as sent.
Set a Reminder as UnsentMark reminder as unsent.
Unarchive a ProjectPerforms the a Project operation.
Update a PaymentUpdates a payment.
Update a Single Purchase OrderUpdates a single purchase order.
Update BillUpdates a bill.
Update Bill StatusUpdates the status of a bill.
Update Existing FileUpdates a file.
Update ExpenseUpdates an expense.
Update Expense StatusUpdates the status of an expense.
Update Manual EntryUpdates manual entry.

How to integrate bexio in automation workflow?

3 simple steps to make your bexio connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select bexio in workflow

Pick bexio app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect bexio

When prompted, authorize access to bexio in WEXTL once. bexio credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your bexio account. Approve?

STEP 3

Build a workflow

Build your workflow with bexio yourself or with WEXTL® AI Builder. Connect bexio to any available integrations [5], or use HTTP node to go beyond them.

bexio

How bexio connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever bexio app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that bexio supports.

Full bexio API documentation

The following table illustrates what fields bexio integration require during authorization flow inside our workflow builder [4].

Demonstration of bexio connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Personal Access TokenRequired	password	In the developer portal, open Personal access tokens and create a token. It can read and change your company data. It lasts 60 days. You can revoke it on that same page.
Language	text	Optional. A two-letter language code, such as de or en, for names the API translates. Leave this blank to keep the account language.

Connect bexio to popular apps on WEXTL

Enter a name of the other app you want to sync with bexio below. Click on selected app to explore integration options with bexio. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with bexio integration

Select Watch Contact Relations trigger from bexio - this will be a starting point in your automation. Whenever event happens in bexio, workflow will start [7] from Watch Contact Relations node.

Search for Create Contact, connect it as the next step of integration sequence. You can use filters between Watch Contact Relations and Create Contact, so only important data pass from Watch Contact Relations to the next step. WEXTL gives you full control over the process of bexio automation. All parts of workflow are visible on the canvas [4].

bexio on WEXTL has 200 modules for building finance automations. Explore bexio documentation for more.

bexio

Watch Contact Relations

Credit Repair Cloud

Performs action

Credit Repair Cloud

Triggers

bexio

Create Contact

Demonstration of how visual bexio automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating bexio in your workflows.

bexio has 7 triggers, including "Watch Contact Relations", "Watch Contacts", and "Watch Deliveries", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 193 actions, including "Check a Bill Document Number", "Check an Expense Document Number", and "Download File", and more. Refer to our bexio Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The bexio integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by bexio official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where bexio provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever bexio or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for bexio inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with bexio modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the bexio integration.

bexio integration source code, module specs and credentials implementation.
Internal bexio integration documentation, structured input and output parameters, scopes, and authentication methods.
Official bexio vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® bexio App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

bexio Integration

Supported triggers and actions for bexio integration