Overview
Automate Swiss business processes with Bexio — create invoices when projects complete, sync contacts from other systems, and retrieve order data for reporting workflows.
How to configure
- 01
Navigate to Integrations in your Collabase Workspace Settings.
- 02
Click Connect Account and configure your authentication credentials.
Available Triggers
This integration does not provide any automation triggers yet.
Available Actions
| Name | Parameters |
|---|---|
| List Contacts | searchTerm, limit |
| Get Contact | contactId |
| Create Contact | name, email, phone, address |
| Create Invoice | contactId, title, positions[], dueDate |
| Get Invoice | invoiceId |
| List Projects | status, limit |
| Create Project | name, contactId, startDate, endDate |
| Create Order | contactId, title, positions[] |
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Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.