bexio Make integrationAutomate bexio with Make.

Search Contacts looks through your bexio address book and returns every contact that matches, each one as a separate bundle. It is the usual way to find a client before you quote, bill or edit them.

Need the full card of one client? Get a Contact returns the record you point it to, so later modules can reuse its details in an email, a task or a document.

New clients reach bexio without retyping thanks to Create a Contact: it adds a person or company from data another app collected, ready for quotes, orders and invoices.

Update a Contact rewrites an existing bexio contact with fresher values from elsewhere, so the address book stays current without manual edits on two screens.

To remove a contact from bexio when another system decides it should go, Delete a Contact acts on exactly the one record you map, nothing more.

Search Products finds the items in your bexio catalog that match what you ask for and returns each hit as its own bundle. It tells a scenario which bexio product a sale from another channel refers to.

Get a Product reads a single catalog item in detail, so the next module can reuse its details in a message, a sheet or a document. It is the precise follow-up to a search or a trigger that already picked the item.

Your bexio catalog can grow from another tool with Create a Product, so the list you sell from and the list you bill from stay identical.

Update a Product changes an existing catalog item with new values, which spares you editing the same product in two places and hoping they match.

When an item is no longer sold, Delete a Product takes it out of your bexio catalog. One run removes the one product you mapped.

Search Orders lists the bexio orders that fit your criteria, one bundle per order, so a scenario can find them without anyone opening bexio.

Get an Order fetches one order with all its details, ready to reuse in a message, a task or a delivery note built in another app.

A sale made somewhere else becomes a bexio order through Create an Order, so it exists where invoicing happens and nobody keys it in twice.

Update an Order edits an order already in bexio, keeping it aligned with what changed in your shop or your CRM after the sale.

Delete an Order erases one order from bexio. Only the order you map is affected, which makes it a tidy way to clear records created by mistake.

Search Projects returns the bexio projects that match your query, each as a bundle, so a scenario can attach hours, files or notes to the right one.

Get a Project opens one project in detail, so its details can travel to a status report, a chat message or a planning tool.

Signed work can open its own bexio project through Create a Project, without an admin copying details from the contract.

Update a Project brings an existing bexio project in line with changes made elsewhere, so the project list your team bills from never drifts.

Delete a Project removes one bexio project, the one you map from an earlier module, and leaves every other project untouched.

Search Quotes finds the bexio quotes that match your query and hands each one on as a bundle, which is how a scenario checks whether a client already has a quote.

Get a Quote reads a single quote in full, so its content can be reused in a follow-up email or copied into your CRM deal.

Create a Quote drafts a new bexio quote from data gathered elsewhere, so the sales rep starts from a document instead of a blank screen.

Update a Quote edits an existing quote when the deal moves, keeping bexio and your sales tool telling the same story.

Delete a Quote removes one quote you map from bexio, which keeps the list clean when drafts pile up from automated requests.

Search Invoices finds bexio invoices matching your query and returns one bundle each, which is the starting point for reminders, reports and checks.

Get an Invoice returns one invoice with its details, so another app can show or reuse them without a login to bexio.

Export Invoice to PDF turns a bexio invoice into a PDF file inside your scenario, ready to attach to an email or save in a drive.

Billing can start from another tool: Create an Invoice writes a new invoice in bexio from data your shop, CRM or time tracker already holds.

Update an Invoice changes an invoice already in bexio, so corrections made upstream do not have to be retyped by accounting.

Delete an Invoice removes one invoice you map from bexio. Useful for clearing drafts a scenario created by mistake.

List Payments returns the payments bexio holds as a series of bundles, which a scenario can total, compare or copy to another tool.

Cancel a Payment cancels an existing payment in bexio, the one you map, so a booking that should no longer count gets corrected from your scenario.

Delete a Payment erases a payment from bexio, the other way to deal with a booking besides Cancel a Payment.

Search Timesheets finds the time entries in bexio that match your query and returns each as a bundle, ready to be summed or checked.

Get a Timesheet reads one time entry in full, so its details can reach a report, a message or an approval step.

Hours tracked in another app land in bexio through Create a Timesheet, so billing works from the same numbers as the team.

Update a Timesheet corrects an entry that already exists in bexio, so late fixes made in the timer app reach billing too.

Delete a Timesheet takes one entry out of bexio, the one you map, and leaves the rest of the project's hours alone.

Search Files looks up documents stored in bexio and returns each match as a bundle, ready for Download a File or a copy to your drive.

Download a File pulls the actual content of a bexio file into your scenario, so the next module can store it, attach it or pass it on. You get the file itself, not just its description.

Get a File returns the details bexio keeps about one file without moving the file itself. That keeps the scenario light when all you need is to check what a document is before deciding the next step.

Upload a File sends a file from another app into bexio, so documents collected elsewhere end up next to your contacts, invoices and projects. No more manual drag and drop between tools.

Update a File changes a file that already exists in bexio instead of adding a second copy. Your file list stays clean, and anyone looking for the document finds a single, current version.

Delete a File removes one file from your bexio account. Useful for tidying up once a document has been archived somewhere else by an earlier module of the same scenario.

Create a Manual Entry writes an entry into the account ledger of bexio, straight from your scenario. Bookkeeping that used to be typed by hand can start from an event in another tool.

Make an API Call reaches any endpoint of the bexio API with the connection you already set up, which covers what the 62 listed modules leave out. No second login, no separate authorization.

Create a Country adds a new country to the country list of your bexio account. It keeps that reference list in step with the markets you start selling to, without a trip to the settings.

Delete a Country removes a country from the country list of your bexio account. It is the cleanup step of that list, useful when an entry was added by mistake.

Get a Country fetches one country from your bexio account by its ID and hands its details to the next module. Handy when a record only carries a country reference and you need the full entry.

Send an Invoice emails an invoice straight from bexio, so the customer gets it as soon as the scenario decides the invoice is ready. Nobody has to open bexio and click send.

Update a Country edits a country that already exists in your bexio account rather than creating a new one. Your reference list stays correct and free of near duplicates.

Search Countries looks through the country list of your bexio account and returns every match as its own bundle. It answers a simple question: does this country already exist?