[ Accounting ]
Bokio integration for your workflows.
Connect Bokio to Collabase once and use 11 actions in your workflows. No code needed, hosted in Switzerland.
Bokio in Collabase
Connect Bokio to Collabase once and use 11 actions in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.
How to connect it
- Open the integrations in the workspace settings.
- Choose Bokio and connect your account.
- Add a trigger or an action to the workflow.
Bokio triggers
Bokio does not start a workflow on its own. You use its actions after any other trigger.
Bokio actions
| Name | Description | Fields |
|---|---|---|
| Create Customer | Creates a new customer in Bokio |
+ 7
|
| Create Invoice | Creates a new draft invoice in Bokio |
+ 3
|
| Add line item to invoice | Adds a line item to an existing draft invoice |
|
| Create an item | Creates a new item in Bokio |
|
| Create a journal entry | Creates a new journal entry in Bokio |
|
| Update an invoice | Updates an existing draft invoice in Bokio |
+ 3
|
| Find Customer | Find customers in Bokio by filtering and pagination |
|
| Get Draft Invoice by Customer Name | Get all draft invoices for a customer by customer name |
|
| Get an invoice | Retrieve a specific invoice by its ID |
|
| Get a journal entry | Retrieve a specific journal entry by its ID |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Accounting ]
Related integrations
Tools that often share a workflow.
Questions about Bokio
What can I automate with Bokio in Collabase?
Bokio brings 11 actions and 0 triggers, for example Create Customer, Create Invoice, Add line item to invoice, Create an item and 7 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Bokio to Collabase?
You open the integrations in the workspace settings, choose Bokio and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.
Does the Bokio integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
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.