STEP 1
Connect bexio and Fortis
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 Fortis Integration
Connect bexio and Fortis 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 Fortis
Detailed info you need to know about bexio and Fortis integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Fortis
Set up your bexio and Fortis integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Fortis 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 Fortis. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Fortis work in WEXTL?
WEXTL exposes actions and triggers for bexio and Fortis 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 triggersFortis 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.
Fortis modules
- 3 DS Transactions RequestRetrieves results of successful 3DS authentication attempts.
- Associate Transaction With Ouick InvoiceAssociates a transaction with a quick invoice.
- Contacts SearchRetrieves a list of contacts matching search criteria.
- Create a Cash RefundCreates a new cash refund transaction.
- Create a Cash SaleCreates a new cash sale transaction.
- Create a CC Auth OnlyCreates a new keyed Credit Card authorization only transaction.
- Create a CC Auth Only Previous TransactionCreates a new Credit Card authorization only transaction using previous transaction id.
- Create A CC Auth Only Tap to PayCreates a new Tap To Pay Credit Card authorization only transaction.
- Create A CC Auth Only TerminalCreates a new terminal Credit Card authorization only transaction.
- Create A CC Auth Only TicketCreates a new ticket Credit Card authorization only transaction.
- Create A CC Auth Only WalletCreates a new Wallet Credit Card authorization only transaction.
- Create A CC AVSCreates a new keyed Credit Card AVS only transaction.
- Create A CC AVS Previous TransactionCreates a new Credit Card AVS only transaction using previous transaction id.
- Create A CC AVS SwipedCreates a new swiped Credit Card AVS only transaction.
- Create A CC AVS TerminalCreates a new terminal Credit Card AVS only transaction.
- Create a CC AVS TicketCreates a new ticket Credit Card AVS only transaction.
- Create a CC AVS TokenizedCreates a new tokenized Credit Card AVS only transaction.
- Create A CC AVS WalletCreates a new Wallet Credit Card AVS only transaction.
- Create A CC Balance InquiryCreates a new keyed Credit Card balance inquiry transaction.
- Create A CC Balance Inquiry Previous TransactionCreates a new Credit Card balance inquiry transaction using previous transaction id.
- Create A CC Balance Inquiry SwipedCreates a new swiped Credit Card balance inquiry transaction.
- Create A CC Balance Inquiry TerminalCreates a new terminal Credit Card balance inquiry transaction.
- Create a CC Balance Inquiry TicketCreates a new Ticket Credit Card balance inquiry transaction.
- Create a CC Balance Inquiry TokenizedCreates a new tokenized Credit Card balance inquiry transaction.
- Create A CC Balance Inquiry WalletCreates a new Wallet Credit Card balance inquiry transaction.
- Create A CC RefundCreates a new keyed Credit Card refund transaction.
- Create a CC Refund Previous TransactionCreates a new Credit Card refund transaction using previous transaction id.
- Create a CC Refund Tap to PayCreates a new Tap To Pay Credit Card refund transaction.
- Create a CC Refund TerminalCreates a new terminal Credit Card refund transaction.
- Create a CC Refund TicketCreates a new ticket Credit Card refund transaction.
- Create A CC Refund TokenizedCreates a new tokenized Credit Card refund transaction.
- Create a CC Refund WalletCreates a new Wallet Credit Card refund transaction.
- Create a CC SaleCreates a new keyed Credit Card sale transaction.
- Create a CC Sale Previous TransactionCreates a new Credit Card sale transaction using previous transaction id.
- Create a CC Sale Tap to PayCreates a new Tap To Pay Credit card sale transaction.
- Create A CC Sale TerminalCreates a new terminal Credit Card sale transaction.
- Create a CC Sale TicketCreates a new Ticket Credit Card sale transaction.
- Create a CC Sale TokenizedCreates a new tokenized Credit Card sale transaction.
- Create a CC Sale WalletCreates a new Wallet Credit Card sale transaction.
- Create a ContactCreates a new contact in the address book.
- Create a PaylinkCreates a new paylink for processing transactions.
- Create a Quick InvoiceCreates a new quick invoice in the system.
- Create a Recurring RecordCreates a new recurring record in the system.
- Create a TicketCreates a ticket intention.
- Create a Ticket RecordCreates a new ticket record in the system.
- Create a Transaction ACH Retry RecordCreates a transaction ACH retry record to attempt processing a previously failed ACH transaction again.
- Create a Transaction IntentionCreates a transaction intention for processing a payment or transfer.
- Create a UserCreates a new user in the system.
- Create ACH CreditCreates a new keyed ACH credit transaction.
- Create an ACH Credit TransactionCreates a new tokenized ACH credit transaction.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Fortis 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 Fortis.
Connect your bexio and Fortis 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 "3 DS Transactions Request" in Fortis. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Fortis has 98 actions (including 3 DS Transactions Request, Associate Transaction With Ouick Invoice, and Contacts Search). 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-Fortis 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 Fortis) 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 + Fortis 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 Fortis integration.
- bexio and Fortis integration source code, module specs and credentials implementation.
- Our bexio and Fortis integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Fortis — 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
- Fortis integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library