STEP 1
Connect bexio and Raisely
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 Raisely Integration
Build finance workflows between bexio and Raisely 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
How to connect bexio to Raisely
Set up your bexio and Raisely integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Raisely 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 Raisely. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Raisely work in WEXTL?
WEXTL exposes actions and triggers for bexio and Raisely 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 triggersRaisely 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.
Raisely modules
- Add a Profile MemberAdds a new member profile to a team or organisation profile.
- Add Campaign Media from URLAdds an image to a campaign's media library from a web address.
- Add Organisation Media from URLAdds an image to the organisation's media library from a web address.
- Add Tag RecordsAdds a tag to one or more records.
- Check a Profile URLChecks whether a profile address is free and suggests alternatives.
- Check If a User ExistsChecks whether a supporter is already registered for a campaign.
- Create a CampaignCreates a new campaign.
- Create a DonationRecords a donation that was taken outside Raisely.
- Create an Exercise LogRecords an exercise activity.
- Create an InteractionRecords an interaction against a supporter.
- Create a Personalised LinkCreates a personalised link for one supporter (admin only, needs the personalised links feature).
- Create a PostCreates a blog post on a profile.
- Create a Promo CodeCreates a promo code.
- Create a SubscriptionCreates a regular gift for a supporter.
- Create a UserCreates a supporter.
- Create a User Access TokenCreates a short-lived sign-in token for a supporter (admin only).
- Create Personalised Links in BatchCreates personalised links for up to 100 supporters at once (admin only, needs the personalised links feature).
- Create User Access Tokens in BatchCreates short-lived sign-in tokens for up to 1,000 supporters (admin only).
- Delete a CampaignDeletes a campaign.
- Delete a DonationDeletes an offline donation.
- Delete an Exercise LogDeletes an exercise log.
- Delete an InteractionDeletes a custom interaction.
- Delete a PostDeletes a blog post.
- Delete a ProfileArchives a fundraising profile so it is hidden from the campaign.
- Get a CampaignReturns a single campaign.
- Get a DonationReturns a single donation.
- Get an Exercise LogReturns a single exercise log.
- Get an InteractionReturns a single interaction.
- Get an OrderReturns a single order.
- Get a PostReturns a single blog post.
- Get a ProductReturns a single ticket or product.
- Get a ProfileReturns a single fundraising profile.
- Get a Promo CodeReturns a single promo code.
- Get a SubscriptionReturns a single regular gift.
- Get a TagReturns a single tag.
- Get a UserReturns a single supporter.
- Get Personalised Link DetailsReturns the details held behind a personalised link (needs the personalised links feature).
- Get the API SpecificationReturns Raisely's published API specification.
- Get the Campaign ProfileReturns the top-level profile of a campaign.
- List Campaign DesignationsRetrieves the donation designations of a campaign.
- List Campaign DonationsRetrieves the donations made in a campaign.
- List Campaign MediaRetrieves the images in a campaign's media library.
- List Campaign ProductsRetrieves the tickets and products sold in a campaign.
- List Campaign ProfilesRetrieves the fundraising profiles in a campaign.
- List CampaignsRetrieves a list of campaigns.
- List Campaign SubscriptionsRetrieves the regular gifts set up in a campaign.
- List DesignationsRetrieves the donation designations of the organisation.
- List Donation ReceiptsRetrieves the receipts issued for a donation.
- List DonationsRetrieves a list of donations.
- List Exercise LogsRetrieves a list of exercise logs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Raisely 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 Raisely.
Connect your bexio and Raisely 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 "Add a Profile Member" in Raisely. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Raisely has 100 actions (including Add a Profile Member, Add Campaign Media from URL, and Add Organisation Media from URL). 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-Raisely 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 Raisely) 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 + Raisely 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 Raisely integration.
- bexio and Raisely integration source code, module specs and credentials implementation.
- Our bexio and Raisely integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Raisely — 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
- Raisely integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library