STEP 1
Connect bexio and Maxio
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 Maxio Integration
Connect bexio and Maxio 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 Maxio
Detailed info you need to know about bexio and Maxio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Maxio
Set up your bexio and Maxio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Maxio 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 Maxio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Maxio work in WEXTL?
WEXTL exposes actions and triggers for bexio and Maxio 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 triggersMaxio 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.
Maxio modules
- Archive a CouponArchives a coupon, marking it as inactive or used.
- Archive a ProductArchives a product in the system.
- Archive an OfferArchives an offer permanently from the system.
- Create a CouponCreates a new coupon in the system.
- Create a CustomerCreates a new Maxio customer record.
- Create a ProductCreates a new product in the inventory system.
- Create a SubscriptionCreates a new subscription with specified details.
- Create a Subscription NoteCreates a subscription note for a specified user or service.
- Create an InvoiceCreates a new invoice in the system.
- Create an OfferCreates a new offer in the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a Subscription NoteDeletes a note from a subscription.
- Enable Billing Portal for CustomerEnables the billing portal for a customer, allowing them to manage their billing and subscription details.
- Get a Billing Portal LinkRetrieves a billing portal link for a specified account.
- Get a CouponRetrieves a coupon by searching with specific criteria.
- Get a CustomerRetrieves a customer's information based on their ID.
- Get a ProductRetrieves a product using its ID or other identifying information.
- Get a SubscriptionRetrieves a subscription.
- Get a Subscription NoteRetrieves a subscription note.
- Get an InvoiceRetrieves an invoice by its ID.
- Get an OfferRetrieves an offer from the service.
- Get CouponsRetrieves all coupons.
- Get CustomersRetrieves all customers.
- Get InvoicesRetrieves all invoices.
- Get OffersRetrieves all offers.
- Get ProductsRetrieves all products.
- Get Subscription NotesRetrieves all subscription notes.
- Get SubscriptionsRetrieves all subscriptions.
- Issue an InvoiceIssues an invoice for a customer or sales transaction.
- Make an API CallPerforms an arbitrary authorized API call.
- Record a Payment for an InvoiceRecords a payment applied to a specific invoice.
- Refund an InvoiceRefunds an invoice for a customer.
- Reopen an InvoiceReopens an invoice that was previously closed or paid.
- Resend a Billing Portal InvitationResends a billing portal invitation to a user.
- Revoke Billing Portal AccessRevokes a user's access to the billing portal.
- Send an InvoiceSends an invoice to a specified recipient.
- Unarchive an OfferUnarchives an offer that was previously archived.
- Update a CouponUpdates a coupon with new information in the service.
- Update a CustomerUpdates a customer's information in the system.
- Update a ProductUpdates a product's details in the inventory system.
- Update a SubscriptionUpdates a subscription with new details or modifications.
- Update a Subscription NoteUpdates a subscription note for a given subscription.
- Void an InvoiceVoids an existing Maxio invoice.
- Watch EventsTriggers when a new event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Maxio 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 Maxio.
Connect your bexio and Maxio 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 "Archive a Coupon" in Maxio. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Maxio has 43 actions (including Archive a Coupon, Archive a Product, and Archive an Offer). 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-Maxio 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 Maxio) 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 + Maxio 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 Maxio integration.
- bexio and Maxio integration source code, module specs and credentials implementation.
- Our bexio and Maxio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Maxio — 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
- Maxio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library