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Set up your first integration

Quickly connect bexio to Salesforce with a Zapier template.

Our most popular template

Create Salesforce contacts from new or updated bexio persons
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bexio + Salesforce
Create Salesforce records from new bexio quotes effortlessly
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bexio + Salesforce
Create new Salesforce contacts from new or updated companies in bexio
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bexio + Salesforce
Create new bexio companies from new Salesforce records
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Salesforce + bexio

Create Salesforce contacts from new or updated bexio persons

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bexio + Salesforce

Create Salesforce records from new bexio quotes effortlessly

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bexio + Salesforce

Create new Salesforce contacts from new or updated companies in bexio

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bexio + Salesforce

Create new bexio companies from new Salesforce records

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Salesforce + bexio

How Zapier works

Zapier makes it easy to integrate bexio with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from bexio

A trigger is an event that starts your Zap and runs the workflow. For example, with bexio, a trigger could be "New/Updated Company."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected bexio to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your bexio to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about bexio + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and Salesforce

What do I need to set up the integration between bexio and Salesforce?

To set up the integration, you will need an active account in both bexio and Salesforce. Additionally, you should have admin permissions to configure integrations. Our integration platform will guide you through authenticating both accounts securely.

Can I automatically create a Salesforce contact when a new contact is added in bexio?

Yes, our integration allows you to set a trigger so that whenever a new contact is created in bexio, an action is triggered to automatically create the same contact in Salesforce, ensuring your CRM is always up-to-date.

How do I handle duplicate contacts during the synchronization?

When setting up your trigger from bexio to Salesforce, you can use our tools to check for existing contacts before creating new ones. This helps in avoiding duplicates by updating existing records instead of creating duplicates.

Is it possible to track invoices from bexio within Salesforce?

Yes, by using specific triggers and actions, we can help sync invoices from bexio into Salesforce. This allows for seamless tracking and management directly within Salesforce.

What kind of data mapping customization is available?

Our platform allows for extensive data mapping customization between bexio and Salesforce fields. You can define which fields in bexio map to which fields in Salesforce, giving you control over how data flows between systems.

Can workflow automation rules in Salesforce trigger actions in bexio?

Absolutely! You can set workflow rules or other processes within Salesforce that serve as triggers for actions within bexio. This two-way interaction helps maintain workflow efficiency across platforms.

How secure is the data transfer between bexio and Salesforce?

We employ industry-standard encryption protocols for all data transfers between bexio and Salesforce. Our system ensures that all your sensitive information is encrypted both at rest and during transit.

Connect bexio and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New/Updated Company
Triggers when a company is added or updated.
Trigger
Scheduled
Try It
- Status of Invoice
- Trigger each status change
  Required
Trigger
Scheduled
Try It
New Product
Triggers new Products.
Trigger
Scheduled
Try It
- Status of Invoice
- Trigger each status change
  Required
Trigger
Scheduled
Try It
- Company Name
  Required
- Department
- Number
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write

- Identifier For Existing People
  Required
- Person Id
- Company Name
  Required
- Department
- Number
- Birthday
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
  Required
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write

- Person Id
- Recipient Mail
  Required
- Subject
  Required
- Message
  Required
- Mark as pending
Action
Write
- Product Type
  Required
- Name
  Required
- Description
- Code
  Required
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Name
  Required
- Project Type
  Required
- Project State
  Required
- Company or Person
  Required
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- Billable
  Required
- Business Activity
  Required
- Company or Person
  Required
- Company Contact Person
- Project
- Status
- Type
  Required
- Date (line item support)
  Required
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account Number
  Required
Action
Search
- Name
  Required
- ISO 3166
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Name
  Required
- Code
  Required
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Company Name
  Required
- Department
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description (line item support)
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- Status of Invoice
- Trigger each status change
  Required
Trigger
Scheduled
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Scheduled
Try It
- State of Project
- Trigger each status change
  Required
Trigger
Scheduled
Try It
- Combined Entry
  Required
- Automatic Reference Number
- Date (line item support)
  Required
- Reference Number (line item support)
- Currency
  Required
- Debit Account Numbers (line item support)
  Required
- Credit Account Numbers (line item support)
  Required
- Vat (line item support)
- VAT Account
- Description (line item support)
- Amount (line item support)
  Required
Action
Write
- Company Name
  Required
- Department
- Number
- Birthday
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to upload
  Required
- Filename
  Required
Action
Write
- Person Id
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- API Reference
- Invoice Title
- VAT included in the total
- Project
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Code
  Required
- Name
  Required
- Description
- Remarks
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- API Reference
- Invoice Title
- VAT included in the total
- Project
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing People
  Required
- Person Id
- Company Name
  Required
- Department
- Number
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Company Name
  Required
- EMail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Company Name
  Required
- Department
- EMail
- Number
- Phone
- Mobile
Action
Search
- Name
  Required
Action
Search
- Company Name
  Required
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- Name
  Required
- Code
  Required
- Product Type
  Required
- Description
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Invoice Title
- Description (line item support)
- Salesforce Object
  Required
Action
Write
- Invoice Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Related categories

Accounting

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect bexio and Salesforce to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create Salesforce contacts from new or updated bexio persons

Create Salesforce records from new bexio quotes effortlessly

Create new Salesforce contacts from new or updated companies in bexio

Create new bexio companies from new Salesforce records

Create Salesforce contacts from new or updated bexio persons

Create Salesforce records from new bexio quotes effortlessly

Create new Salesforce contacts from new or updated companies in bexio

Create new bexio companies from new Salesforce records

How Zapier works

Select a trigger from bexio

Setup an action from Salesforce

That’s it! You just connected bexio to Salesforce

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about bexio + Salesforce integrations

Connect bexio and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

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Connect bexio to Salesforce on the world's largest no-code automation platform