Integrate bexio with Retently
Trigger NPS/CSAT surveys after invoicing or payroll events, sync customer contact and transaction data between Bexio and Retently, and use feedback scores to enhance customer service and business operations.
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About bexio
Bexio is a platform designed for small businesses in Switzerland, providing features for accounting, invoicing, payroll, and more.
bexio to Retently
New/Updated Company
Triggers when a company is added or updated.New Order
Triggers when an order is created or updated with the chosen status.New Product
Triggers when new products are created.New Quotes
Triggers when a quote is created or updated with the chosen status.New Sales-Invoice
Triggers when a sales-invoice is created or updated with the chosen status.New/Updated Person
Triggers when a person is added or updated.New Project
Triggers when a project is created or updated with the chosen status.Retently to bexio
Create Company
Creates a new company.Update Person
Updates a person.Create a Sales Invoice
Creates a product-based sales invoice.Send a Sales-Invoice
Sends a sales-invoice to an email address.Create Product
Creates a product.Create Project
Creates a project.Create Time Tracking
Creates a time tracking entry.Find Account
Finds an existing account.Find Country
Finds a country.Search Order
Searches for an order.Find Product
Finds an existing product by name or code.Search Quote
Searches for a quote.Find or Create Person
Finds or creates a person.Create Manual Entry
Creates a manual entry in accounting.Create Person
Creates a new person.Upload File to Inbox
Uploads a file to inbox.Export Invoice to PDF
Exports an existing sales invoice as a PDF document.Create a Sales Order
Creates a sales order based on products.Update Product
Updates a product.Create a Sales Quote
Creates a sales quote based on products.Update Company
Updates a company.Find Company
Finds a company.Search Invoice
Searches for an invoice.Find Person
Finds a person.Search Project
Searches for a project.Find or Create Company
Finds or creates a company.Find or Create Product
Finds or creates a product.
Alex Bitca
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