STEP 1
Connect bexio and Heartland
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 Heartland Integration
Connect bexio and Heartland 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 Heartland
Detailed info you need to know about bexio and Heartland integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Heartland
Set up your bexio and Heartland integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Heartland 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 Heartland. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Heartland work in WEXTL?
WEXTL exposes actions and triggers for bexio and Heartland 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 triggersHeartland 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.
Heartland modules
- Add Item to a Purchase OrderAdds an item to a purchase order.
- Add Item to a ReceiptAdds an item to a receipt.
- Add Item to a ReturnAdds an item to a return process.
- Create a CustomerCreates a new customer in the system.
- Create a Gift CardCreates a gift card in the system.
- Create a Purchase OrderCreates a purchase order in the system.
- Create a ReceiptCreates a receipt for a transaction.
- Create a ReturnCreates a return for a specified order or product in the system.
- Create a Sales OrderCreates a sales order in the system.
- Create a TicketCreates a ticket in the ticketing system.
- Create a UserCreates a new user in the system.
- Create a VendorCreates a vendor in the specified service.
- Create an Inventory TransferCreates an inventory transfer between locations.
- Create an InvoiceCreates an invoice based on provided details.
- Create an ItemCreates an item.
- Get a CustomerRetrieves a customer from the service.
- Get a Gift CardRetrieves a gift card from the service.
- Get a Purchase OrderRetrieves a purchase order.
- Get a ReceiptRetrieves a specific receipt by ID from a service.
- Get a ReturnRetrieves a return.
- Get a Sales OrderRetrieves a sales order by its ID.
- Get a TicketRetrieves a ticket.
- Get a UserRetrieves a user.
- Get a VendorRetrieves a vendor.
- Get an Inventory TransferRetrieves an inventory transfer.
- Get an InvoiceRetrieves an invoice.
- Get an ItemRetrieves an item.
- List CustomersRetrieves a list of customers.
- List Gift CardsRetrieves a list of gift cards.
- List Inventory TransactionsRetrieves a list of inventory transactions.
- List Inventory TransfersRetrieves a list of inventory transfers from the service.
- List Invoice LinesRetrieves a list of invoice lines.
- List InvoicesRetrieves a list of invoices.
- List ItemsRetrieves a list of items.
- List Purchase Order LinesRetrieves a list of purchase order's lines.
- List Receipt LinesRetrieves a list of receipt lines.
- List Return LinesRetrieves a list of return lines.
- List Sales OrdersRetrieves a list of sales orders.
- List TicketsRetrieves a list of tickets.
- List UsersRetrieves a list of users.
- List VendorsRetrieves a list of purchase vendors.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CustomerUpdates a customer's details in the system.
- Update a Sales OrderUpdates a sales order with the provided information.
- Update a TicketUpdates a ticket in the system with new information or changes.
- Update a UserUpdates a user with the provided details.
- Update a VendorUpdates a vendor with new information.
- Update an Inventory TransferUpdates an inventory transfer with new details or adjustments.
- Update an InvoiceUpdates an invoice with new information or modifications.
- Update an ItemUpdates an item in a specified collection or database.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Heartland 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 Heartland.
Connect your bexio and Heartland 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 "Add Item to a Purchase Order" in Heartland. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Heartland has 50 actions (including Add Item to a Purchase Order, Add Item to a Receipt, and Add Item to a Return). 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-Heartland 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 Heartland) 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 + Heartland 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 Heartland integration.
- bexio and Heartland integration source code, module specs and credentials implementation.
- Our bexio and Heartland integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Heartland — 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
- Heartland integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library