STEP 1
Connect bexio and Holded
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 Holded Integration
Keep bexio and Holded in sync by integrating their events and actions. When finance events happen in bexio, update the Holded automatically - without any line of code in visual workflow builder.
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Learn about bexio and Holded
Detailed info you need to know about bexio and Holded integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Holded
Set up your bexio and Holded integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Holded 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 Holded. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Holded work in WEXTL?
WEXTL exposes actions and triggers for bexio and Holded 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 triggersHolded 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.
Holded modules
- Accept an EstimateMarks an estimate as accepted.
- Approve a Credit NoteApproves a credit note.
- Approve an EstimateApproves an estimate.
- Approve an InvoiceApproves an invoice.
- Approve a PayslipApproves a payslip.
- Approve a ProformaApproves a proforma.
- Approve a PurchaseApproves a purchase.
- Approve a Purchase OrderApproves a purchase order.
- Approve a Purchase ShipmentApproves a purchase shipment.
- Approve a Receipt NoteApproves a receipt note.
- Approve a Sales OrderApproves a sales order.
- Approve a Sales ReceiptApproves a sales receipt.
- Approve a WaybillApproves a waybill.
- Archive a Banking AccountArchives a banking account.
- Attach a File to a ContactAttaches a file to a contact.
- Attach a File to a Credit NoteAttaches a file to a credit note.
- Attach a File to an EstimateAttaches a file to an estimate.
- Attach a File to an InvoiceAttaches a file to an invoice.
- Attach a File to a ProformaAttaches a file to a proforma.
- Attach a File to a PurchaseAttaches a file to a purchase.
- Attach a File to a Purchase OrderAttaches a file to a purchase order.
- Attach a File to a Receipt NoteAttaches a file to a receipt note.
- Attach a File to a Sales OrderAttaches a file to a sales order.
- Attach a File to a Sales ReceiptAttaches a file to a sales receipt.
- Attach a File to a WaybillAttaches a file to a waybill.
- Attach Incoming Document to a DocumentAttaches an incoming document to a document.
- Bulk Approve InvoicesApproves invoices in bulk.
- Bulk Archive ContactsArchives contacts in bulk.
- Bulk Cancel InvoicesCancels invoices in bulk.
- Bulk Delete ContactsDeletes contacts in bulk.
- Bulk Delete InvoicesDeletes invoices in bulk.
- Cancel a BookingCancels a booking.
- Cancel an InvoiceCancels an invoice.
- Clock in an EmployeeClocks in an employee.
- Clock Out an EmployeeClocks out an employee.
- Convert a Document to Another TypeConverts a document to another type.
- Convert Incoming Document into a Purchase DocumentConverts an incoming document into a purchase document.
- Create a Banking AccountCreates a banking account.
- Create a BookingCreates a booking.
- Create a ContactCreates a contact.
- Create a Contact GroupCreates a contact group.
- Create a Credit NoteCreates a credit note.
- Create a FunnelCreates a funnel.
- Create a LeadCreates a lead.
- Create a Lead NoteCreates a lead note.
- Create a Lead TaskCreates a lead task.
- Create a Ledger EntryCreates a ledger entry.
- Create an Accounting AccountCreates an accounting account.
- Create an EmployeeCreates an employee.
- Create an EstimateCreates an estimate.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Holded 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 Holded.
Connect your bexio and Holded 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 "Accept an Estimate" in Holded. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Holded has 360 actions (including Accept an Estimate, Approve a Credit Note, and Approve an Estimate). 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-Holded 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 Holded) 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 + Holded 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 Holded integration.
- bexio and Holded integration source code, module specs and credentials implementation.
- Our bexio and Holded integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Holded — 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
- Holded integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library