STEP 1
Connect bexio and Finmo
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 Finmo Integration
Keep bexio and Finmo in sync by integrating their events and actions. When finance events happen in bexio, update the Finmo automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about bexio and Finmo
Detailed info you need to know about bexio and Finmo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Finmo
Set up your bexio and Finmo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Finmo 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 Finmo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Finmo work in WEXTL?
WEXTL exposes actions and triggers for bexio and Finmo 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 triggersFinmo 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.
Finmo modules
- Create an ApplicationCreates a new application.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ApplicationsSearches for applications by specified criteria.
- Watch EventsTriggers when a specified event occurs in deals, documents, lenders, borrowers.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Finmo 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 Finmo.
Connect your bexio and Finmo 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 an Application" in Finmo. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Finmo has 3 actions (including Create an Application, Make an API Call, and Search Applications). 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-Finmo 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 Finmo) 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 + Finmo 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 Finmo integration.
- bexio and Finmo integration source code, module specs and credentials implementation.
- Our bexio and Finmo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Finmo — 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
- Finmo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library