STEP 1
Connect bexio and Wafeq
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 Wafeq Integration
Keep bexio and Wafeq in sync by integrating their events and actions. When finance events happen in bexio, update the Wafeq automatically - without any line of code in visual workflow builder.
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How to connect bexio to Wafeq
Set up your bexio and Wafeq integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Wafeq 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 Wafeq. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Wafeq work in WEXTL?
WEXTL exposes actions and triggers for bexio and Wafeq 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 triggersWafeq 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.
Wafeq modules
- Create a Bank Ledger TransactionCreates a new bank ledger transaction.
- Create a Bank Statement TransactionCreates a new bank statement transaction.
- Create a BeneficiaryCreates a new beneficiary.
- Create a BillCreates a new bill.
- Create a ContactCreates a new contact.
- Create a Credit NoteCreates a new credit note.
- Create a Debit NoteCreates a new debit note.
- Create a PaymentCreates a new payment.
- Create a ProjectCreates a new project.
- Create an EmployeeCreates a new employee.
- Create an ExpenseCreates a new expense.
- Create an InvoiceCreates an invoice in the system with the specified details.
- Create an ItemCreates a new item.
- Delete a Bank Ledger TransactionDeletes a bank ledger transaction to remove it from the system.
- Delete a Bank Statement TransactionDeletes a bank statement transaction.
- Delete a BeneficiaryDeletes a beneficiary.
- Delete a BillDeletes a bill from the system.
- Delete a ContactDeletes an existing contact.
- Delete a Credit NoteDeletes an existing credit note.
- Delete a Debit NoteDeletes an existing debit note.
- Delete a PaymentDeletes a payment.
- Delete a ProjectDeletes a project.
- Delete an EmployeeDeletes an existing employee from the system.
- Delete an ExpenseDeletes an expense from the system.
- Delete an InvoiceDeletes an existing invoice.
- Delete an ItemDeletes an item.
- Download a Credit Note PDFDownloads a credit note PDF.
- Download a Debit Note PDFDownloads a debit note as a PDF.
- Download a Payment PDFDownloads a payment as a PDF.
- Download an Invoice PDFDownloads an invoice as a PDF file.
- Download Bill PDFDownloads a bill as a PDF.
- Get a Balance Sheet ReportRetrieves the balance sheet.
- Get a Bank Ledger TransactionRetrieves a single bank ledger transaction.
- Get a Bank Statement TransactionRetrieves a single bank statement transaction.
- Get a BeneficiaryRetrieves a single beneficiary.
- Get a BillRetrieves a single bill.
- Get a Cash Flow ReportRetrieves the cash flow report.
- Get a ContactRetrieves a single contact.
- Get a Credit NoteRetrieves a single credit note.
- Get a Debit NoteRetrieves a single debit note.
- Get a PaymentRetrieves a single payment.
- Get a Profit and Loss ReportRetrieves the profit and loss report.
- Get a ProjectRetrieves a single project.
- Get a Trial Balance ReportRetrieves the trial balance report.
- Get an EmployeeRetrieves a single employee.
- Get an ExpenseRetrieves a single expense.
- Get an InvoiceRetrieves a single invoice.
- Get an ItemRetrieves a single item.
- List Bank Ledger TransactionsRetrieves all bank ledger transactions.
- List Bank Statement TransactionsRetrieves all bank statement transactions.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Wafeq 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 Wafeq.
Connect your bexio and Wafeq 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 Bank Ledger Transaction" in Wafeq. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Wafeq has 77 actions (including Create a Bank Ledger Transaction, Create a Bank Statement Transaction, and Create a Beneficiary). 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-Wafeq 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 Wafeq) 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 + Wafeq 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 Wafeq integration.
- bexio and Wafeq integration source code, module specs and credentials implementation.
- Our bexio and Wafeq integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Wafeq — 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
- Wafeq integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library