STEP 1
Connect bexio and Tipalti
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 Tipalti Integration
Keep bexio and Tipalti in sync by integrating their events and actions. When finance events happen in bexio, update the Tipalti automatically - without any line of code in visual workflow builder.
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How to connect bexio to Tipalti
Set up your bexio and Tipalti integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Tipalti 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 Tipalti. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Tipalti work in WEXTL?
WEXTL exposes actions and triggers for bexio and Tipalti 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 triggersTipalti 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.
Tipalti modules
- Create an Invitation to a PayeeCreates an invitation for a payee to engage in a specified process or transaction.
- Create an Invoice BatchCreates a new batch of invoices for processing.
- Create a PayeeCreates a new payee in the system.
- Create a Payment BatchCreates a payment batch in the system.
- Get a GL AccountRetrieves a GL account's details.
- Get an Invitation to PayeeRetrieves an invitation sent to a payee.
- Get an InvoiceRetrieves an invoice from the service by the specified ID.
- Get an Invoice Batch Upload SummaryRetrieves an invoice batch upload summary.
- Get an Invoice LineRetrieves an invoice line for a specified invoice.
- Get a PayeeRetrieves a payee from the system.
- Get a Payer EntityRetrieves a payer entity from a given service.
- Get a PaymentRetrieves a payment.
- Get a Payment Batch Upload SummaryRetrieves a payment batch upload summary.
- Get a Tax CodeRetrieves a tax code from the service.
- Get GL AccountsRetrieves GL accounts from the specified service.
- Get Invoice LinesRetrieves the lines of a specific invoice.
- Get InvoicesRetrieves invoices from the database or service.
- Get PayeesRetrieves payees from the service.
- Get Payer EntitiesRetrieves payer entities.
- Get Payment Batch InstructionsRetrieves payment batch instructions from the service.
- Get PaymentsRetrieves payments from a specified service.
- Get Tax CodesRetrieves tax codes from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a PayeeUpdates a payee's details in the system.
- Update a Payee Payment MethodUpdates a payee's payment method.
- Watch EventsTriggers when a Tipalti webhook event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Tipalti 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 Tipalti.
Connect your bexio and Tipalti 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 an Invitation to a Payee" in Tipalti. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Tipalti has 25 actions (including Create an Invitation to a Payee, Create an Invoice Batch, and Create a Payee). 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-Tipalti 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 Tipalti) 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 + Tipalti 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 Tipalti integration.
- bexio and Tipalti integration source code, module specs and credentials implementation.
- Our bexio and Tipalti integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Tipalti — 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
- Tipalti integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library