STEP 1
Connect bexio and Plastiq
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 Plastiq Integration
Connect bexio and Plastiq 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
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- Data Encryption
- 2FA
- Local Data Region
How to connect bexio to Plastiq
Set up your bexio and Plastiq integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Plastiq 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 Plastiq. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Plastiq work in WEXTL?
WEXTL exposes actions and triggers for bexio and Plastiq 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 triggersPlastiq 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.
Plastiq modules
- Create a Client SecretCreates a client secret for use with Connect Workflows.
- Create a PayerCreates a new payer in the system.
- Create a Payment from a Payment IntentCreates a payment based on a specified payment intent.
- Create a Payment IntentCreates a payment intent for a specified amount and currency.
- Create a Payment MethodCreates a payment method in the service.
- Create a RecipientCreates a new payment recipient.
- Create a Single-Use Client SecretCreates a single-use client secret for authorization purposes.
- Get a PayerRetrieves information about a payer from the service.
- Get a PaymentRetrieves a single payment from the service.
- Get a Payment IntentRetrieves a single payment intent by its ID.
- Get a Payment MethodRetrieves a payment method from the service.
- Get a RecipientRetrieves information for a specified recipient.
- Get Biller DetailsRetrieves details of a specific biller using their unique identifier.
- List CategoriesRetrieves a paginated list of categories by query parameters.
- List Payment MethodsRetrieves a paginated list of payment methods by query parameters.
- List PaymentsRetrieves a paginated list of payments based on query parameters.
- List RecipientsRetrieves a paginated list of recipients using query parameters.
- List Webhook NotificationsRetrieves a paginated list of webhook notifications by query parameters.
- Make an API CallMakes an arbitrary API call.
- Refund or Cancel a PaymentRefunds or cancels an existing payment.
- Search BillersRetrieves a list of billers based on specified criteria.
- Update a PayerUpdates a payer's information in the system.
- Update a Payment IntentUpdates a payment intent with new information or changes in details.
- Update a Payment MethodUpdates a payment method on a user's account.
- Update a RecipientUpdates a recipient in the system with new data.
- Upload a DocumentUploads a document to the specified platform or service.
- Watch PaymentsTriggers when a new payment is received.
- Watch RecipientsTriggers when there is a new recipient to be monitored.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Plastiq 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 Plastiq.
Connect your bexio and Plastiq 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 "Create a Client Secret" in Plastiq. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Plastiq has 26 actions (including Create a Client Secret, Create a Payer, and Create a Payment from a Payment Intent). 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-Plastiq 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 Plastiq) 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 + Plastiq 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 Plastiq integration.
- bexio and Plastiq integration source code, module specs and credentials implementation.
- Our bexio and Plastiq integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Plastiq — 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
- Plastiq integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library