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:
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!
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