STEP 1
Connect bexio and Elorus
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
bexio and Elorus Integration
Keep bexio and Elorus in sync by integrating their events and actions. When finance events happen in bexio, update the Elorus automatically - without any line of code in visual workflow builder.
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Learn about bexio and Elorus
Detailed info you need to know about bexio and Elorus integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Elorus
Set up your bexio and Elorus integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Elorus 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 bexio and Elorus. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Elorus work in WEXTL?
WEXTL exposes actions and triggers for bexio and Elorus 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.
bexio triggersElorus actions
bexio modules
- Accept a QuotePerforms the a Quote operation.
- Archive a ProjectArchives a Project.
- Cancel a PaymentCancels a Payment.
- Cancel an InvoiceCancels an Invoice.
- Check a Bill Document NumberValidate whether document number is available or not.
- Check an Expense Document NumberValidate whether document number is available or not.
- Copy a QuoteCopies a quote.
- Copy an InvoiceCopies an invoice.
- 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 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.
Elorus modules
- Create a BillCreates a new bill in the system.
- Create a ContactCreates a new contact in the specified service.
- Create a ProjectCreates a new project in the service.
- Create a TaskCreates a new task in the system.
- Create a Time EntryCreates a new time entry in the system.
- Create an EstimateCreates a new estimate in the system.
- Create an ExpenseCreates a new expense record in the system.
- Create an InvoiceCreates a new invoice in the system.
- Delete a BillDeletes a bill from the system.
- Delete a ContactDeletes a contact from the database or service.
- Delete a ProjectDeletes a project from the system.
- Delete a TaskDeletes a task.
- Delete a Time EntryDeletes an existing time entry.
- Delete an EstimateDeletes an estimate from the system.
- Delete an ExpenseDeletes an expense from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Email a Document to a ClientSends a document via email to a specified client.
- Email a Document to a ClientEmails a document to a specified client.
- Email a Document to a ClientEmails a document to a client and generates an estimate.
- Email an Estimate DocumentEmails an estimate document to a client.
- Email an Invoice Document to a ClientEmails an invoice document to a specified client.
- Get a BillRetrieves a single bill from the service.
- Get a ContactRetrieves the details of a single contact.
- Get a Document as PDFRetrieves a document and converts it to PDF format.
- Get a ProjectRetrieves a single project.
- Get a TaskRetrieves a single task from the system.
- Get a Time EntryRetrieves an existing time entry.
- Get an EstimateRetrieves a single estimate.
- Get an Estimate Document as a PDFRetrieves an estimate document and converts it into a PDF format.
- Get an ExpenseRetrieves a single expense from the service.
- Get an InvoiceRetrieves a single invoice based on provided criteria.
- Get an Invoice Document as PDFRetrieves an invoice document and returns it as a PDF file.
- List BillsRetrieves a list of bills.
- List ContactsRetrieves a list of contacts.
- List EstimatesRetrieves the list of estimates.
- List ExpensesRetrieves a list of expenses from the service.
- List InvoicesRetrieves a list of invoices.
- List Organization UsersRetrieves the list of users in an organization.
- List ProjectsRetrieves a list of projects.
- List TasksRetrieves the list of tasks.
- List Time EntriesRetrieves a list of time entries.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Invoice DocumentMarks the invoice document as void or converts it from "void" back to "issued".
- Partially Update an InvoiceUpdates specific fields of an invoice while leaving other fields unchanged.
- Post an Invoice to a ClientPosts an invoice to a specified client.
- Set a Billed Time Entry as Forcibly BilledSets a billed time entry as forcibly billed.
- Update a BillUpdates a bill with partial information.
- Update a BillUpdates a bill with new information or changes specified by the user.
- Update a Billed Time EntrySets a billed time entry as unbilled.
- Update a ContactUpdates a contact's information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Elorus integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting bexio and Elorus.
Connect your bexio and Elorus accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when bexio's "Watch Contact Relations" fires, WEXTL can "Create a Bill" in Elorus. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Elorus has 58 actions (including Create a Bill, Create a Contact, and Create a Project). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. bexio-to-Elorus automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment bexio (or Elorus) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your bexio + Elorus automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the bexio and Elorus integration.
- bexio and Elorus integration source code, module specs and credentials implementation.
- Our bexio and Elorus integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Elorus — 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.
- bexio integration information
- Elorus integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library