STEP 1
Connect bexio and ERPNext
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 ERPNext Integration
Connect bexio and ERPNext to automate finance workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about bexio and ERPNext
Detailed info you need to know about bexio and ERPNext integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to ERPNext
Set up your bexio and ERPNext integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and ERPNext 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 ERPNext. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and ERPNext work in WEXTL?
WEXTL exposes actions and triggers for bexio and ERPNext 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 triggersERPNext actions
bexio modules
- Accept a QuotePerforms the a Quote operation.
- Archive a ProjectArchives a Project.
- Cancel an InvoiceCancels an Invoice.
- Cancel a PaymentCancels a Payment.
- 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 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.
ERPNext modules
- Create AddressCreates a new address.
- Create AssetCreates a new asset.
- Create BOMCreates a new bom.
- Create ContactCreates a new contact.
- Create CustomerCreates a new customer.
- Create Delivery NoteCreates a new delivery note.
- Create EmployeeCreates a new employee.
- Create Expense ClaimCreates a new expense claim.
- Create IssueCreates a new issue.
- Create ItemCreates a new item.
- Create Journal EntryCreates a new journal entry.
- Create LeadCreates a new lead.
- Create Leave ApplicationCreates a new leave application.
- Create Material RequestCreates a new material request.
- Create OpportunityCreates a new opportunity.
- Create Payment EntryCreates a new payment entry.
- Create ProjectCreates a new project.
- Create Purchase InvoiceCreates a new purchase invoice.
- Create Purchase OrderCreates a new purchase order.
- Create Purchase ReceiptCreates a new purchase receipt.
- Create Quality InspectionCreates a new quality inspection.
- Create QuotationCreates a new quotation.
- Create Sales InvoiceCreates a new sales invoice.
- Create Sales OrderCreates a new sales order.
- Create Stock EntryCreates a new stock entry.
- Create SupplierCreates a new supplier.
- Create TaskCreates a new task.
- Create WarehouseCreates a new warehouse.
- Create Work OrderCreates a new work order.
- Delete AddressDeletes a address.
- Delete AssetDeletes a asset.
- Delete BOMDeletes a bom.
- Delete ContactDeletes a contact.
- Delete CustomerDeletes a customer.
- Delete Delivery NoteDeletes a delivery note.
- Delete EmployeeDeletes a employee.
- Delete Expense ClaimDeletes a expense claim.
- Delete IssueDeletes a issue.
- Delete ItemDeletes a item.
- Delete Journal EntryDeletes a journal entry.
- Delete LeadDeletes a lead.
- Delete Leave ApplicationDeletes a leave application.
- Delete Material RequestDeletes a material request.
- Delete OpportunityDeletes a opportunity.
- Delete Payment EntryDeletes a payment entry.
- Delete ProjectDeletes a project.
- Delete Purchase InvoiceDeletes a purchase invoice.
- Delete Purchase OrderDeletes a purchase order.
- Delete Purchase ReceiptDeletes a purchase receipt.
- Delete Quality InspectionDeletes a quality inspection.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and ERPNext 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 ERPNext.
Connect your bexio and ERPNext 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 Address" in ERPNext. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); ERPNext has 146 actions (including Create Address, Create Asset, and Create BOM). 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-ERPNext 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 ERPNext) 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 + ERPNext 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 ERPNext integration.
- bexio and ERPNext integration source code, module specs and credentials implementation.
- Our bexio and ERPNext integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and ERPNext — 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
- ERPNext integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library