STEP 1
Connect bexio and MILKEE
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 MILKEE Integration
Connect bexio and MILKEE 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 MILKEE
Detailed info you need to know about bexio and MILKEE integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to MILKEE
Set up your bexio and MILKEE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and MILKEE 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 MILKEE. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and MILKEE work in WEXTL?
WEXTL exposes actions and triggers for bexio and MILKEE 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 triggersMILKEE 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.
MILKEE modules
- Attach a File to a ProposalAttaches a file to an existing proposal.
- Count ProductsReturns the total number of products for the company.
- Create a CustomerCreates a new customer and can add a primary contact.
- Create a ProductCreates a new reusable product for invoices and proposals.
- Create a ProjectCreates a new project for a customer.
- Create a ProposalCreates a new proposal for a customer.
- Create a Proposal PositionAdds a line item to an existing proposal.
- Create a ServiceCreates a new service for time tracking.
- Create a Service CategoryCreates a new service category.
- Create a TagCreates a new tag for categorizing bookkeeping entries.
- Create a TaskCreates a new task on a project.
- Create a Tax RateCreates a new tax rate for bookkeeping and documents.
- Create a Time EntryCreates a new time tracking entry for a project.
- Create an AccountCreates a new bookkeeping account.
- Create an EntryCreates a new bookkeeping entry from the chosen accounts.
- Create an InvoiceCreates a new invoice for a customer.
- Create an Invoice PositionAdds a line item to an invoice.
- Delete a ContactPermanently removes a contact that has no invoices or proposals.
- Delete a CustomerPermanently removes a customer that has no projects or invoices.
- Delete a ProductDeletes an existing product permanently.
- Delete a ProjectDeletes an existing project permanently.
- Delete a ProposalDeletes an existing proposal permanently.
- Delete a Proposal PositionRemoves a line item from an existing proposal.
- Delete a ServicePermanently removes a service that has no time entries.
- Delete a Service CategoryPermanently removes a service category and clears it from services.
- Delete a TagPermanently removes a tag from the company.
- Delete a TaskDeletes an existing project task permanently.
- Delete a Tax RatePermanently removes a tax rate that is unused.
- Delete a Time EntryDeletes a time tracking entry that is still open.
- Delete an AccountPermanently removes an account that has no entries.
- Delete an EntryDeletes a bookkeeping entry when the year is still open.
- Delete an Import Entry ReceiptRemoves the receipt file from an imported bank transaction.
- Delete an InvoiceDeletes an invoice and reopens its linked time entries.
- Delete an Invoice PositionRemoves a line item from an invoice.
- Delete Import EntriesDeletes imported bank transactions, or every import row at once.
- Delete Multiple ContactsPermanently removes several contacts, skipping any that are still linked.
- Delete Multiple CustomersPermanently removes several customers in one request.
- Delete Multiple EntriesDeletes several bookkeeping entries in one request.
- Delete Multiple InvoicesDeletes several invoices in one request.
- Delete Multiple ProjectsDeletes several projects in one request.
- Delete Multiple ProposalsDeletes several proposals in one request.
- Delete Multiple ServicesDeletes several services and reports how many were skipped.
- Delete Multiple Time EntriesDeletes several time tracking entries at once.
- Delete the Active TimerDiscards the active timer without saving a time entry.
- Detach a File from a ProposalRemoves an attached file from an existing proposal.
- Get a ContactReturns a single contact by its identifier.
- Get a CustomerReturns a single customer by its identifier.
- Get a ProductReturns a single product by ID.
- Get a ProjectReturns a single project by ID.
- Get a ProposalReturns a single proposal with its related records.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and MILKEE 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 MILKEE.
Connect your bexio and MILKEE 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 "Attach a File to a Proposal" in MILKEE. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); MILKEE has 129 actions (including Attach a File to a Proposal, Count Products, and Create a Customer). 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-MILKEE 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 MILKEE) 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 + MILKEE 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 MILKEE integration.
- bexio and MILKEE integration source code, module specs and credentials implementation.
- Our bexio and MILKEE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and MILKEE — 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
- MILKEE integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library