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Bexio integration

Swiss business software for accounting, invoicing, and project management. Use Bexio from Zoft voice agents, chat agents, workflows and AI employees.

Get early accessTalk to sales
  1. Starts withNew Order
  2. ZoftAgent or workflow decides what happens next
  3. Then in BexioSend Sales Invoice
  4. AndCreate File
Illustrative flow built from Bexio’s real triggers and actions.

Zoft + Bexio

What Zoft can do with Bexio.

  • 01Voice agentsA phone agent can use Bexio actions such as Send Sales Invoice and Create File during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Bexio while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Order” happens in Bexio, or use Bexio as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Bexio actions on its own, and ask for your approval before it sends or changes anything important.

Actions 24

Things Zoft can do in Bexio.

  • Create FileUpload a new file to Bexio
  • Find PersonSearch for person contacts using various criteria
  • Find AccountSearch for accounts using various criteria
  • Find CompanySearch for company contacts using various criteria
  • Find CountrySearch for countries using various criteria
  • Find ProductSearch for products by name or code
  • Search OrderSearch for orders using various criteria
  • Search QuoteSearch for quotes using various criteria
  • Create PersonCreate a new person contact
  • Update PersonUpdate an existing person contact
Show all 24
  • Create CompanyCreate a new company contact
  • Create ProductCreate a new product or service
  • Create ProjectCreate a new project
  • Search InvoiceSearch for invoices using various criteria
  • Update CompanyUpdate an existing company contact
  • Update ProductUpdate an existing product or service
  • Custom API CallMake a custom API call to a specific endpoint
  • Create Sales OrderCreate a new product-based sales order
  • Create Sales QuoteCreate a new product-based sales quote
  • Export Invoice to PDFExport an existing sales invoice as a PDF document
  • Send Sales InvoiceSend a sales invoice to an email address
  • Create Manual EntryCreate a manual accounting entry (single, compound, or group)
  • Create Sales InvoiceCreate a new product-based sales invoice
  • Create Time TrackingCreate a new timesheet entry

Triggers 7

Events in Bexio that can start a workflow.

  • New OrderTriggers when an Order is created or updated with the chosen status
  • New QuotesTriggers when a quote is created or updated with the chosen status
  • New ProductTriggers when a new product is created
  • New ProjectTriggers when a Project is created or updated with the chosen status
  • New Sales-InvoiceTriggers when a Sales-Invoice is created or updated with the chosen status
  • New/Updated PersonTriggers when a person is added or updated
  • New/Updated CompanyTriggers when a company is added or updated

Setup

Connect Bexio in three steps.

  1. 01ConnectChoose Bexio in Connections and approve access in the Bexio sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Bexio as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Bexio on Zoft, answered.

What can Zoft do with Bexio?

Zoft supports 24 actions and 7 triggers for Bexio. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Bexio to Zoft?

Choose Bexio in Connections and approve access in the Bexio sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Bexio?

Yes. Once Bexio is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Bexio without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Bexio to work in your operation.

Get early accessTalk to sales