STEP 1
Connect bexio and Refrens
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 Refrens Integration
Connect bexio and Refrens 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.
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Learn about bexio and Refrens
Detailed info you need to know about bexio and Refrens integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Refrens
Set up your bexio and Refrens integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Refrens 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 Refrens. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Refrens work in WEXTL?
WEXTL exposes actions and triggers for bexio and Refrens 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 triggersRefrens 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.
Refrens modules
- Add a Payment to an InvoiceAdds a payment to a specified invoice.
- Cancel an InvoiceCancels an invoice payment in the system.
- Create a BusinessCreates a new business.
- Create an ExpenditureCreates an expenditure for a business.
- Create an InvoiceCreates a new invoice.
- Generate an E-Invoice IRNGenerates an e-invoice IRN for an Indian business invoice.
- Get an InvoiceRetrieves a specific invoice by its ID.
- List Invoice PaymentsRetrieves payments on an invoice.
- List InvoicesRetrieves a list of invoices.
- Make an API CallPerforms an authorized API call.
- Watch Invoice PaymentsTriggers when an invoice payment is made.
- Watch InvoicesTriggers when a new invoice is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Refrens 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 Refrens.
Connect your bexio and Refrens 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 Payment to an Invoice" in Refrens. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Refrens has 10 actions (including Add a Payment to an Invoice, Cancel an Invoice, and Create a Business). 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-Refrens 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 Refrens) 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 + Refrens 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 Refrens integration.
- bexio and Refrens integration source code, module specs and credentials implementation.
- Our bexio and Refrens integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Refrens — 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
- Refrens integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library