STEP 1
Connect bexio and Workiva
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 Workiva Integration
Build finance workflows between bexio and Workiva 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
Learn about bexio and Workiva
Detailed info you need to know about bexio and Workiva integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Workiva
Set up your bexio and Workiva integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Workiva 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 Workiva. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Workiva work in WEXTL?
WEXTL exposes actions and triggers for bexio and Workiva 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 triggersWorkiva 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.
Workiva modules
- Create a FileCreates a new file.
- Create a GroupCreates a new group in a workspace.
- Create a RecordCreates a new record in the database or specified service.
- Create a SectionCreates a new section in a document.
- Create a TaskCreates a new task.
- Create an Organization UserCreates a new organization user.
- Create Record EditsCreates new edits for a record.
- Delete a RecordDeletes a single record.
- Delete a SectionDeletes a single section.
- Delete a TaskDeletes a single task.
- Export a DocumentInitiates a document export.
- Get a DocumentRetrieves a single document.
- Get a FileRetrieves a single file from the service.
- Get a RecordRetrieves a single record from the database.
- Get a SectionRetrieves a single section.
- Get a TaskRetrieves a single task from the service.
- Get DocumentsRetrieves a list of documents.
- Get FilesRetrieves a list of files.
- Get Organization UsersRetrieves all users in an organization.
- Get RecordsRetrieves a list of records from the service.
- Get SectionsRetrieves a list of sections in a document.
- Get TasksRetrieves a list of tasks.
- Import a FileInitiates a file import.
- Make an API CallPerforms a custom API request.
- Update a FilePartially updates a single file.
- Update a Member in a GroupUpdates a member in a group with new information.
- Update a RecordUpdates a single record in the service.
- Update a SectionPartially updates a single section.
- Update a TaskPartially updates a single task.
- Watch DocumentsTriggers when a new document is available.
- Watch FilesTriggers when a file is created, updated, or deleted.
- Watch TasksTriggers when there are new or updated tasks.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Workiva 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 Workiva.
Connect your bexio and Workiva 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 File" in Workiva. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Workiva has 29 actions (including Create a File, Create a Group, and Create a Record). 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-Workiva 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 Workiva) 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 + Workiva 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 Workiva integration.
- bexio and Workiva integration source code, module specs and credentials implementation.
- Our bexio and Workiva integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Workiva — 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
- Workiva integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library