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bexio

With bexio modules in Make, you can manage contacts, products, countries, orders, projects, quotes, invoices, payments, timesheets, files and create manual entries in your bexio account.

To get started with bexio, create a paid account at bexio.com. For subscription information, refer to the bexio Pricing page.

Refer to the bexio API documentation for a list of available endpoints.

Connect bexio to Make

To establish the connection:

  1. Log in to your Make account, add a bexio module to your scenario, and click Create a connection.

  2. Optional: In the Connections name field, enter a name for the connection.

  3. Click Save.

  4. In the pop-up window, enter your Email address and password to sign in.

  5. Click Allow to confirm access.

  6. Optional: Click Show advanced settings and enter your custom app client credentials. For more information, refer to the bexio OAuth2 Guide. If a Redirect URI is required when creating your custom app, input the following: https://www.integromat.com/oauth/cb/bexio.

  7. Optional: Choose a filter and enter a limit.

  8. Click OK.

  9. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more bexio modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build bexio Scenarios

After connecting the app, you can perform the following actions:

Contacts

  • Watch Contacts

  • Search Contacts

  • Get a Contact

  • Create a Contact

  • Update a Contact

  • Delete a Contact

Products

  • Watch Products

  • Search Products

  • Get a Product

  • Create a Product

  • Update a Product

  • Delete a Product

Orders

  • Watch Orders

  • Search Orders

  • Get an Order

  • Create an Order

  • Update an Order

  • Delete an Order

Projects

  • Watch Projects

  • Search Projects

  • Get a Project

  • Create a Project

  • Update a Project

  • Delete a Project

Quotes

  • Watch Quotes

  • Search Quotes

  • Get a Quote

  • Create a Quote

  • Update a Quote

  • Delete a Quote

Invoices

  • Watch Invoices

  • Search Invoices

  • Get an Invoice

  • Export Invoice to PDF

  • Create an Invoice

  • Update an Invoice

  • Delete an Invoice

Payments

  • Watch Payments

  • List Payments

  • Cancel a Payment

  • Delete a Payment

Timesheets

  • Watch Timesheets

  • Search Timesheets

  • Get a Timesheet

  • Create a Timesheet

  • Update a Timesheet

  • Delete a Timesheet

Files

  • Watch Files

  • Search Files

  • Download a File

  • Get a File

  • Upload a File

  • Update a File

  • Delete a File

Manual Entries

  • Create a Manual Entry

Other

  • Make an API Call

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