bexio, the web-based business software for small companies, will enable you to handle all of your administrative processes with the assistance of an intuitive solution. It automates everything and facilitates all processes- including order processing and accounting, payroll and work time records; customer, product and project management as well as finance. If you connect bexio with the Zapier online platform, you will be able to benefit from additional automation options: Zapier connects bexio to more than 1,000 web applications! Below you will find an overview of just some of the processes that can be automated with bexio and Zapier:
Automatic creation of new contacts
If you have an online store on Shopify, Magento or WooCommerce, you can easily and automatically create contact information for new accounts in the bexio customer management solution. Simply connect bexio to your web store via Zapier and Zapier will - fully automatically - do all the work for you!
Forgetting receipts is so yesterday!
Do you frequently receive receipts that are attached to e-mails? Zapier eliminates the need to download the attachment only to upload it to bexio; it automatically handles the entire process so that you'll never again miss or forget a receipt.
Automatic filing of invoices
Do you generate a lot of invoices that you want to save in a separate archive? bexio makes it very easy to manage this process. All invoices that have been newly created in bexio can be automatically filed in PDF format in a file management system, such as Google Drive, Dropbox or OneDrive.
No need to retype contact information
bexio allows you to keep and manage all contact information in one central location. Thanks to Zapier you can now also automatically update your contacts in bexio based on a Google sheet, so that you will never again have to retype contact data or import Excel worksheets.
I can focus all of my efforts on my work and my clients. bexio helps me stay on top of the administrative side of business.
bexio + Zapier: How they work:
Completely automate all of your tasks and processes, even if you do not have extensive programming knowledge. bexio and the other tools connected via Zapier «talk» to each other and automatically execute your commands.
For instance, if you want to automatically save receipts you received as attachments to e-mails via Gmail in bexio for further processing by your accounting department, setting up this process is very easy: In Zapier, simply choose the trigger and the action to be executed and the so-called «Zap» is ready!
Virtually infinite automation options
Have you identified any time-consuming work processes at your company that could easily be handled automatically? Zapier connects bexio to more than 1,000 web applications, including:
E-mail tools, such as Gmail, CRM-Tools like HubSpot or Pipedrive, online stores, e.g. Magento or Shopify; file management systems, such as Google Drive or Dropbox and contact management solutions - for instance Google Contacts.
To start, you will need the following:
To automate your business with bexio and Zapier, all you'll need is a bexio account and a free Zapier account:
Step 1: Log into your bexio account. If you do not have a bexio account yet, simply enter your e-mail address here to start your free 30-day bexio trial without any obligation. You will not have to download anything!
Step 2: Sign up for a Zapier account. Zapier offers a free basic version that is perfect for new users. For more information, please consult the Zapier website. Note: Currently, Zapier is only available in English.
Step 3: In Zapier, select the first «Zap» you want to create (e.g. automatically save invoices generated in bexio in Google Drive ).
Step 4: Connect bexio and the respective web application (e.g. your Gmail account) with Zapier and confirm the authorization. Then simply test whether the Zap is working properly and you're done!
All the benefits you get with bexio at a glance
Save time and elevate your success!
Making small companies more successful through process automation is our mission. The aim is to enable our customers to spend more time on the important tasks and issues. bexio and the Zapier add-on allow users to automate processes between bexio and more than 1,000 applications! Boost your efficiency - simply eliminate routine steps that waste valuable time.
Simple and intuitive
Business software should never waste your time. Hence, we have designed bexio for intuitive and foolproof use. Even the set-up takes just a few steps.
And if you should ever need our help, our congenial support team will be pleased to assist. This service is complimentary.
Everything on a single platform
The bexio business software gives you everything your small company needs on a single platform: Use it to handle your order management, accounting, project and customer management, payroll data and more. bexio also offers interfaces to customers, suppliers, employees, escrow agents, banks as well as insurance underwriters. With Zapier, it connects you to a gigantic pool of web applications. All of these tools will facilitate your cooperation with partners and boost your efficiency.
Accessible anywhere – around the clock.
bexio is a wb-based business software. Hence, bexio can be easily connected with other web applications, such as Zapier. Another advantage: You can use bexio wherever you are - around the clock, be that from your office desktop, your laptop at home or while you are on the go, from your tablet or even your smartphone. All you need is an Internet connection and you will instantly have at your disposal all of the information that is relevant to your business.