STEP 1
Connect bexio and Moneybird
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 Moneybird Integration
Keep bexio and Moneybird in sync by integrating their events and actions. When finance events happen in bexio, update the Moneybird automatically - without any line of code in visual workflow builder.
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Learn about bexio and Moneybird
Detailed info you need to know about bexio and Moneybird integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Moneybird
Set up your bexio and Moneybird integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Moneybird 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 Moneybird. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Moneybird work in WEXTL?
WEXTL exposes actions and triggers for bexio and Moneybird 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 triggersMoneybird 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.
Moneybird modules
- Activate a WebhookActivates a webhook.
- Add a Source to an AssetAdds a source to an asset.
- Add Attachment to EstimateAdds attachment to estimate.
- Add Attachment to External Sales InvoiceAdds attachment to external sales invoice.
- Add Attachment to General DocumentAdds attachment to general document.
- Add Attachment to General Journal DocumentAdds attachment to general journal document.
- Add Attachment to Purchase InvoiceAdds attachment to purchase invoice.
- Add Attachment to ReceiptAdds attachment to receipt.
- Add Attachment to Sales InvoiceAdds attachment to sales invoice.
- Add Attachment to Typeless DocumentAdds attachment to typeless document.
- Adds Note to EntityPerforms the note to Entity operation.
- Adds Note to Entity (Documents General Documents)Adds note to entity.
- Adds Note to Entity (Documents General Journal Documents)Adds note to entity.
- Adds Note to Entity (Documents Purchase Invoices)Adds note to entity.
- Adds Note to Entity (Documents Receipts)Adds note to entity.
- Adds Note to Entity (Estimates)Adds note to entity.
- Adds Note to Entity (External Sales Invoices)Adds note to entity.
- Adds Note to Entity (Recurring Sales Invoices)Adds note to entity.
- Adds Note to Entity (Sales Invoices)Adds note to entity.
- Adds Note to Entity (Time Entries)Adds note to entity.
- Archive a ContactArchives a contact.
- Assigns a User to a TaskPerforms the a User to a Task operation.
- Bills an EstimatePerforms the an Estimate operation.
- Cancel a SubscriptionCancels a subscription.
- Cash Flow ReportCashs flow report.
- Changes the State of an EstimatePerforms the the State of an Estimate operation.
- Completes a TaskPerforms the a Task operation.
- Create an Additional Charge to Be Invoiced at Start of Next PeriodCreates an additional charge to be invoiced at start of next period.
- Create an Additional Charge to Be Invoiced Together with theCreates an additional charge to be invoiced together with the.
- Create and Schedule an Invoice to Be Sent Together with the SubscriptionCreates and schedule an invoice to be sent together with the subscription.
- Create a New ContactCreates a new contact.
- Create a New Contact PersonCreates a new contact person.
- Create a New Financial StatementCreates a new financial statement.
- Create a New General DocumentCreates a new general document.
- Create a New General Journal DocumentCreates a new general journal document.
- Create a New Purchase InvoiceCreates a new purchase invoice.
- Create a New ReceiptCreates a new receipt.
- Create a New SubscriptionCreates a new subscription.
- Create a New Typeless DocumentCreates a new typeless document.
- Create an External Sales InvoiceCreates an external sales invoice.
- Create a PaymentCreates a payment.
- Create a Payment (Documents Purchase Invoices)Creates a payment.
- Create a Payment (Documents Receipts)Creates a payment.
- Create a Payment (External Sales Invoices)Creates a payment.
- Create a Sales InvoiceCreates a sales invoice.
- Create a Time EntryCreates a time entry.
- Create a WebhookCreates a webhook.
- Create External Sales Invoice from AttachmentCreates external sales invoice from attachment.
- Create Online Sales LinkCreates online sales link.
- Create Online Sales Link (Subscription Templates)Creates online sales link.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Moneybird 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 Moneybird.
Connect your bexio and Moneybird 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 "Activate a Webhook" in Moneybird. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Moneybird has 188 actions (including Activate a Webhook, Add a Source to an Asset, and Add Attachment to 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-Moneybird 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 Moneybird) 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 + Moneybird 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 Moneybird integration.
- bexio and Moneybird integration source code, module specs and credentials implementation.
- Our bexio and Moneybird integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Moneybird — 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
- Moneybird integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library