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bexio and Moonflow Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build finance workflows between bexio and Moonflow on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

Integration guide
  • 3-day trial
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  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about bexio and Moonflow

Detailed info you need to know about bexio and Moonflow integrations in WEXTL. Explore which modules apps support and how you connect them.

  • bexio

    • Finance
    • 7 triggers
    • 89 searches
    • 104 actions

    Business software for small businesses and startups. [5]

  • Moonflow

    • Finance
    • 1 trigger
    • 7 searches
    • 18 actions

    Moonflow is a collections platform for managing clients, payment orders, payment events and communications. [6]

How to connect bexio to Moonflow

Set up your bexio and Moonflow integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect bexio and Moonflow

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected bexio and Moonflow nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between bexio and Moonflow. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between bexio and Moonflow work in WEXTL?

WEXTL exposes actions and triggers for bexio and Moonflow 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 triggersMoonflow actions

bexio modules

  • Accept a Quote Performs the a Quote operation.
  • Archive a Project Archives a Project.
  • Cancel a Payment Cancels a Payment.
  • Cancel an Invoice Cancels an Invoice.
  • Check a Bill Document Number Validate whether document number is available or not.
  • Check an Expense Document Number Validate whether document number is available or not.
  • Copy a Quote Copies a quote.
  • Copy an Invoice Copies an invoice.
  • Create Additional Address Creates an additional address.
  • Create an Item Position Creates an item position.
  • Create Bill Creates a bill.
  • Create Contact Creates a contact.
  • Create Contact Group Creates a contact group.
  • Create Contact Relation Creates a contact relation.
  • Create Contacts in Bulk Bulk create contacts.
  • Create Delivery from Order Creates a delivery from order.
  • Create Expense Creates an expense.
  • Create File Uploads a file.
  • Create Invoice Creates an invoice.
  • Create Invoice from Order Creates an invoice from order.
  • Create Invoice from Quote Creates an invoice from quote.
  • Create Item Creates an item.
  • Create Manual Entry Creates a manual entry.
  • Create Milestone Creates a milestone.
  • Create Note Creates a note.
  • Create Order Creates an order.
  • Create Order from Quote Creates an order from quote.
  • Create Outgoing Payment Creates Outgoing Payment.
  • Create Payment — Invoices Creates a payment.
  • Create Payment — Payments Creates a payment.
  • Create Project Creates a project.
  • Create Purchase Order Creates a purchase order.
  • Create Quote Creates a quote.
  • Create Reminder Creates a reminder.
  • Create Task Creates a task.
  • Create Timesheet Creates a timesheet.
  • Create Work Package Creates a work package.
  • Decline a Quote Performs the a Quote operation.
  • Delete a Banking Payment Deletes a payment.
  • Delete a Contact Deletes a contact.
  • Delete a Contact Group Deletes a contact group.
  • Delete a Contact Relation Deletes a contact relation.
  • Delete a Existing File Deletes a file.
  • Delete a Item Position Deletes a item position.
  • Delete a Milestone Deletes a milestone.
  • Delete a Note Deletes a note.
  • Delete a Project Deletes a project.
  • Delete a Purchase Order Deletes a purchase order.
  • Delete a Quote Deletes a quote.
  • Delete a Reminder Deletes a reminder.

Moonflow modules

  • Create Client B2B Create, update or delete a B2B (company) client.
  • Create Client B2B Batch Create, update or delete B2B clients in bulk.
  • Create Client B2C Create, update or delete a B2C (individual) client.
  • Create Client B2C Batch Create, update or delete B2C clients in bulk.
  • Create Event Create a payment event.
  • Create Event Batch Create payment events in bulk.
  • Create External Communication Create an external communication record.
  • Create External Communication Batch Create external communications in bulk.
  • Create Payment Order Create, update or delete a payment order.
  • Create Payment Order Batch Create, update or delete payment orders in bulk.
  • Get Batch Process Status Get the status and details of an API Batch process.
  • List Clients List clients (B2C & B2B), up to 100 per page.
  • List Events List payment events (by due date), up to 100 per page.
  • List Interactions List interactions with optional filters, up to 100 per page.
  • List Payment Orders List payment orders (by status then due date), up to 100 per page.
  • Make an API Call Performs an arbitrary authorized API call to the Moonflow API.
  • Search Client Search a single client by document type and number.
  • Search Payment Order Search a client's payment orders by document, optional code and quota.
  • Update Client B2B Partially update a B2B (company) client.
  • Update Client B2B Batch Partially update B2B clients in bulk.
  • Update Client B2C Partially update a B2C (individual) client.
  • Update Client B2C Batch Partially update B2C clients in bulk.
  • Update External Communication Status Update the status of an external communication.
  • Update Payment Order Partially update a payment order.
  • Update Payment Order Batch Partially update payment orders in bulk.
  • Watch Events Triggers when a new payment event is registered in Moonflow.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with bexio and Moonflow integrations. Pick any from the list below if the current combination isn't the one you need.

Automate bexio and Moonflow on WEXTL®

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Frequently asked questions

Common questions about connecting bexio and Moonflow.

How do I connect bexio and Moonflow?

Connect your bexio and Moonflow 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]

What can I automate between bexio and Moonflow?

Example: when bexio's "Watch Contact Relations" fires, WEXTL can "Create Client B2B" in Moonflow. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Moonflow has 25 actions (including Create Client B2B, Create Client B2B Batch, and Create Client B2C). Add filters and transforms between steps when you need them. [1]

Can bexio trigger actions in Moonflow, and Moonflow in bexio?

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]

Do I need to write code to integrate bexio and Moonflow?

No. bexio-to-Moonflow automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does bexio integrate with Moonflow in real time?

Yes. Trigger-based automations start the moment bexio (or Moonflow) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a bexio + Moonflow integration?

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.

Do I need a paid plan to connect bexio with Moonflow?

You can build your bexio + Moonflow 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 Moonflow integration.

  1. bexio and Moonflow integration source code, module specs and credentials implementation.
  2. Our bexio and Moonflow integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for bexio and Moonflow — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. bexio integration information
  6. Moonflow integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted bexio and Moonflow integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore bexio and Moonflow, or get started