STEP 1
Connect bexio and Yokoy
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 Yokoy Integration
Keep bexio and Yokoy in sync by integrating their events and actions. When finance events happen in bexio, update the Yokoy automatically - without any line of code in visual workflow builder.
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How to connect bexio to Yokoy
Set up your bexio and Yokoy integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Yokoy 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 Yokoy. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Yokoy work in WEXTL?
WEXTL exposes actions and triggers for bexio and Yokoy 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 triggersYokoy 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.
Yokoy modules
- Add a SupplierAdds a supplier as a legal entity to the system.
- Create a Card TransactionCreates a card transaction in the system.
- Create a Purchase OrderCreates a purchase order for a specified vendor or supplier.
- Create a SupplierCreates a new supplier organization and saves it to the database.
- Create a TagCreates a new tag in the specified service.
- Create a UserCreates a new user in the system.
- Create an InvoiceCreates an invoice in the specified accounting system.
- Delete a UserDeletes a user from the system.
- Get a Purchase Order by IDRetrieves a purchase order based on its ID.
- Get a Supplier by IDRetrieves the information of a supplier using their ID.
- Get a Tag by IDRetrieves a tag using the tag's ID.
- Get a Transaction by IDRetrieves a transaction using its unique ID.
- Get a User by IDRetrieves a user by their ID.
- Get an Expense AttachmentRetrieves an expense attachment from the system.
- Get an Expense by IDRetrieves an expense using its specific ID.
- Get an Expense ReceiptRetrieves a single expense receipt from the service.
- Get an InvoiceRetrieves an invoice from the service using specified criteria.
- Get an Invoice FileRetrieves an invoice file in PDF format.
- Get an Invoice PDF FileRetrieves an invoice PDF file in base64 format.
- Get an Organization Supplier by IDRetrieves an organization supplier using the specific ID provided.
- Get Export ArtefactsRetrieves export artefacts from the service to process further or download.
- Get Export Job StatusRetrieves the status of an export job by its ID.
- List ExpensesRetrieves all expenses from the service.
- List Export JobsRetrieves a list of all export jobs.
- List InvoicesRetrieves a list of all invoices.
- List Purchase OrdersLists all purchase orders.
- List SuppliersRetrieves a list of all suppliers who are legal entities.
- List SuppliersRetrieves a list of all suppliers for an organization.
- List TagsRetrieves all the tags from the service.
- List TransactionsRetrieves all transactions from the service.
- List UsersLists all users for the organization.
- Make an API CallMakes an arbitrary API call to a specified service.
- Modify a Purchase OrderModifies a purchase order.
- Modify a SupplierModifies a supplier (legal entity) in the system.
- Modify a TagModifies an existing tag in the system.
- Remove a TagRemoves a specified tag from an item.
- Trigger Expense ExportTriggers when an expense export is initiated.
- Update a Purchase OrderUpdates a purchase order with the specified details.
- Update a SupplierUpdates a supplier organization's details.
- Update a SupplierUpdates the details of a supplier who is a legal entity.
- Update a SupplierUpdates a supplier in the organization.
- Update a TagUpdates a tag.
- Update a UserUpdates a user's information in the system.
- Update a UserUpdates a user in the system with the given information.
- Update an InvoiceUpdates an invoice with new data or modifications.
- Upload an E-InvoiceUploads a new e-invoice to Yokoy.
- Upload an InvoiceUploads a new invoice to be processed by Yokoy AI.
- Watch ExpensesTriggers when new expenses are recorded.
- Watch Invoice ExportsTriggers when an invoice is exported.
- 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 Yokoy 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 Yokoy.
Connect your bexio and Yokoy 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 Supplier" in Yokoy. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Yokoy has 48 actions (including Add a Supplier, Create a Card Transaction, and Create a Purchase Order). 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-Yokoy 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 Yokoy) 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 + Yokoy 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 Yokoy integration.
- bexio and Yokoy integration source code, module specs and credentials implementation.
- Our bexio and Yokoy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Yokoy — 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
- Yokoy integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library