STEP 1
Connect bexio and Straddle
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 Straddle Integration
Build finance workflows between bexio and Straddle 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 Straddle
Detailed info you need to know about bexio and Straddle integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Straddle
Set up your bexio and Straddle integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Straddle 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 Straddle. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Straddle work in WEXTL?
WEXTL exposes actions and triggers for bexio and Straddle 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 triggersStraddle 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.
Straddle modules
- Bridge a Plaid TokenBridges a Plaid token between applications.
- Create a Bridge Bank AccountCreates a bridge bank account.
- Create a ChargeCreates a charge in the system.
- Create a CustomerCreates a customer using the specified endpoint.
- Create a PayoutCreates a payout.
- Delete a CustomerDeletes a customer from the database.
- Get a Bridge Quilt TokenRetrieves a bridge quilt token for authentication or integration purposes.
- Get a PaykeyRetrieves information about a specific paykey.
- Get Funding DetailsRetrieves funding details based on the provided lookup information.
- Initiate a Widget SessionInitiates a widget session for interaction or processing.
- List CustomersLists the customers in the database.
- List Funding EventsRetrieves a list of funding events.
- Lookup a ChargeLooks up a charge by its unique identifier and retrieves the charge details.
- Make a Decision on a CustomerMakes a decision based on the provided customer data.
- Make an API CallPerforms an arbitrary authorized API call.
- Review a CustomerReviews a customer by assessing their details and feedback.
- Search CustomersLooks for a customer based on specified criteria.
- Search PaykeysSearches for paykeys based on specified criteria.
- Search PaymentsSearches for payments.
- Unmask a CustomerUnmasks a customer to reveal full details or identity.
- Unmask a PayKeyUnmasks a PayKey to reveal its full details.
- Update a ChargeUpdates the charge information in the system.
- Update a CustomerUpdates a customer.
- Update a PayoutUpdates a payout with new information or status.
- Update Charge StatusUpdates the status of a charge by holding, releasing, or canceling it.
- Update Payout StatusUpdates the status of a payout to hold, release, or cancel.
- Watch CustomersTriggers when a new customer is created.
- Watch PaymentsTriggers when a new payment is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Straddle 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 Straddle.
Connect your bexio and Straddle 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 "Bridge a Plaid Token" in Straddle. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Straddle has 26 actions (including Bridge a Plaid Token, Create a Bridge Bank Account, and Create a Charge). 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-Straddle 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 Straddle) 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 + Straddle 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 Straddle integration.
- bexio and Straddle integration source code, module specs and credentials implementation.
- Our bexio and Straddle integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Straddle — 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
- Straddle integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library