STEP 1
Connect bexio and Paytrace
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 Paytrace Integration
Build finance workflows between bexio and Paytrace 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.
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Learn about bexio and Paytrace
Detailed info you need to know about bexio and Paytrace integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Paytrace
Set up your bexio and Paytrace integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Paytrace 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 Paytrace. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Paytrace work in WEXTL?
WEXTL exposes actions and triggers for bexio and Paytrace 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 triggersPaytrace 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.
Paytrace modules
- Adjust a TransactionAdjusts an existing transaction amount.
- Capture a TransactionCaptures a previously authorized transaction.
- Create a Customer ProfileCreates a customer profile in the system.
- Create a Keyed RefundProcesses a keyed refund.
- Create a Keyed SaleProcesses a keyed sale transaction.
- Create a Protected SaleProcesses a protected sale transaction.
- Create a Protected Sale and a CustomerProcesses a protected sale and creates a customer profile.
- Create a Recurring PaymentCreates a recurring payment for a specified account.
- Create a Sale by Transaction IDProcesses a sale using an existing transaction ID.
- Create a Swiped RefundProcesses a swiped card refund.
- Create a Swiped SaleProcesses a swiped card sale.
- Create a Vault RefundCreates a refund using a stored customer profile in a vault.
- Create a Vault Sale by Customer IDProcesses a sale using a stored customer profile.
- Delete a Customer ProfileDeletes a customer profile from the system.
- Delete a Recurring PaymentDeletes a recurring payment for a specified user or account.
- Export a BatchExports a single batch.
- Export a Recurring PaymentExports a recurring payment.
- Export a Settled TransactionExports a settled transaction from the system.
- Export a TransactionExports a single transaction.
- Export BatchesExports multiple batches from the service.
- Export Customer ProfilesExports customer profile data from the system for external use.
- Export Recurring PaymentsExports recurring payments from the system.
- Export TransactionsExports multiple transactions.
- List Transactions by DateRetrieves transactions for a specific date range.
- Make an API CallPerforms an arbitrary authorized API request.
- Refund a TransactionRefunds an existing transaction.
- Send a ReceiptSends a transaction receipt via email.
- Update a Customer ProfileUpdates customer profile details.
- Update a Recurring PaymentUpdates a recurring payment with new details.
- Void a TransactionVoids a transaction before settlement.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Paytrace 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 Paytrace.
Connect your bexio and Paytrace 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 "Adjust a Transaction" in Paytrace. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Paytrace has 30 actions (including Adjust a Transaction, Capture a Transaction, and Create a Customer Profile). 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-Paytrace 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 Paytrace) 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 + Paytrace 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 Paytrace integration.
- bexio and Paytrace integration source code, module specs and credentials implementation.
- Our bexio and Paytrace integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Paytrace — 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
- Paytrace integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library