STEP 1
Connect bexio and MoonClerk
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 MoonClerk Integration
Keep bexio and MoonClerk in sync by integrating their events and actions. When finance events happen in bexio, update the MoonClerk automatically - without any line of code in visual workflow builder.
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Learn about bexio and MoonClerk
Detailed info you need to know about bexio and MoonClerk integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to MoonClerk
Set up your bexio and MoonClerk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and MoonClerk 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 MoonClerk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and MoonClerk work in WEXTL?
WEXTL exposes actions and triggers for bexio and MoonClerk 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 triggersMoonClerk 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.
MoonClerk modules
- Get a CustomerRetrieves details for a specific customer.
- Get a PaymentRetrieves details for a specific payment.
- List CustomersRetrieves all customers.
- List FormsRetrieves all payment forms.
- List PaymentsRetrieves all payments.
- Make an API CallPerforms an arbitrary authorized API call.
- Retrieve a FormRetrieves details for a specific payment form.
- Watch CustomersTriggers when a new customer is added or an existing customer is updated.
- Watch EventsTriggers when a payment or plan event is received.
- Watch FormsTriggers when a new payment form is created.
- Watch PaymentsTriggers when a new payment is received.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and MoonClerk 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 MoonClerk.
Connect your bexio and MoonClerk 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 "Get a Customer" in MoonClerk. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); MoonClerk has 7 actions (including Get a Customer, Get a Payment, and List Customers). 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-MoonClerk 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 MoonClerk) 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 + MoonClerk 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 MoonClerk integration.
- bexio and MoonClerk integration source code, module specs and credentials implementation.
- Our bexio and MoonClerk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and MoonClerk — 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
- MoonClerk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library