HubSpot integration with bexio
How to Create Bexio companies for new HubSpot companies
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Bexio companies for new HubSpot companies" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate bexio integrations
bexio actions
Nekton can use any feature that is available in bexio API.
Using our advanced AI, you can easily create custom automations for bexio.
Here are some typical actions you can do in your automated workflows.
Create Manual Entry
Creates a manual entry in accounting.
Create Person
Create 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
Create a sales order based products.
Update Product
Updates a product.
About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.