bexio + PDF.co + Storage by Zapier Integrations
How to connect bexio + PDF.co + Storage by Zapier
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Do even more with bexio + PDF.co + Storage by Zapier
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with bexio, PDF.co, and Storage by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Order
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Quote
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing PeopleRequired
Person Id
Last Name
First Name
Number
Birthday (Format yyyy-mm-dd)
E-Mail
Second E-Mail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Invoice Date
Payment Due Date
API Reference
Invoice Title
Invoice Status
VAT included in the total
Currency
Bank Account
Project
Line Item Product Key
Line Item Name/Id/CodeRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Recipient MailRequired
SubjectRequired
MessageRequired
Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TypeRequired
NameRequired
Description
CodeRequired
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project TypeRequired
Project StateRequired
Company or PersonRequired
Company Contact Person
Start Date
End Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillableRequired
Business ActivityRequired
Company or Person
Company Contact Person
Project
Status
TypeRequired
Date
Duration
Start Time
End Time
Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder Number
API Reference
Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
API Reference
Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast NameRequired
First NameRequired
EMail
Number
Phone
Mobile
Birthday
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Second Phone
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBarcode ValueRequired
Barcode TypeRequired
Source File URL (optional)
X Co-ordinateRequired
Y Co-ordinateRequired
Pages (optional)
Custom Profiles
Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Image URLRequired
X Co-ordinateRequired
Y Co-ordinateRequired
Width
Height
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message
Source File URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Barcode Type to Read (optional)
Pages (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Output FormatRequired
Source File URLRequired
Page Selection (optional)
File Name (optional)
OCR Language for Scanned Documents (optional)
Extraction Region (optional)
Enable Line Grouping (optional)
Unwrap (optional)
Define Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Custom Classification Rules (optional)
CSV Rules URL (optional)
Enable Case Sensitive Custom Rules (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message
Sender EmailRequired
Recipient EmailRequired
Email SubjectRequired
SMTP ServerRequired
SMTP Server PortRequired
SMTP UsernameRequired
SMTP PasswordRequired
CC (optional)
BCC (optional)
Email Body (Plain Text) (optional)
Email Body (HTML) (optional)
Attachment URLs (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input TypeRequired
Page Orientation (optional)
Page Size (optional)
Custom Page Size (optional)
Custom Margins (optional)
Render Page Background (optional)
Media Type (optional)
Do not wait until full page load (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Automatically Convert Non-PDF Files (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to Search and RemoveRequired
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Pages (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to LocateRequired
Replacement Image URLRequired
Pages (optional)
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Page Numbers/RangesRequired
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text Search StringRequired
Enable Case-Sensitive Search (optional)
Enable Regular Expression Search (optional)
Exclude Pages with Identified Text (optional)
OCR Language (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Location
Default Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Remove All Values
Removes all values for the connected account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keys and Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Value
Previous Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Item FormatRequired
Item Separator
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyRequired
Child KeysRequired
Should this action match all existing child keys?
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyRequired
Child KeysRequired
Should this action match all existing child keys?
Child Values
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Status of Invoice
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew/Updated Person
Triggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planState of Project
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First NameRequired
Number
Birthday
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File to uploadRequired
FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Order Date
API Reference
Order Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Name
Description
Remarks
Sales Price
Currency
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Quote Date
API Reference
quote Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing CompanyRequired
Company Id
Name
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Number of staff
Tax Nr
Trade Register Number
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
API Reference
Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast Name
First Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
CodeRequired
Product TypeRequired
Description
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSource File URLRequired
IdRequired
X Co-ordinateRequired
Y Co-ordinateRequired
TypeRequired
Initial Value
Size
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to addRequired
X Co-ordinateRequired
Y Co-ordinateRequired
Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Barcode ValueRequired
Barcode Type
Generate Inline URL (optional)
Advance Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input FormatRequired
Source File URLRequired
File Name (optional)
Worksheet Index (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF.co API EndpointRequired
URL Input Parameter Override (optional)
Input JSON (optional)
Execute Job Check Immediately
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Template Id (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Extract Fillable Fields (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
OCR Language (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Operation TypeRequired
OCR Language for auto-rotate (optional)
Page Numbers (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URL (optional)
Text Annotations (fill at least one)
Image Embeds (fill at least one)
Fillable Form Fields (fill at least one)
File Name (optional)
Allow Empty Text and Image Objects (optional)
Auto-trim Input Values (optional)
Template Data (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Operation Mode (optional)
Owner Password (fill at least one for Remove Security)
User Password (fill at least one for Remove Security)
Encryption Algorithm (optional)
Allow Printing (optional)
Define Printing Quality (optional)
Enable Document Assembly (optional)
Enable Content Copying (optional)
Enable Content Copying for Accessibility (optional)
Enable Document Modification (optional)
Enable Form Field Filling (optional)
Enable Commenting (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Text to LocateRequired
Replacement TextRequired
Target Pages
Enable Regular Expressions (optional)
Case-Sensitive Search (optional)
Replacement Limit (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Search QueryRequired
Enable Regular Expressions (optional)
Page Range (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source File URLRequired
Barcode Search StringRequired
Exclude Pages with Identified Barcodes (optional)
File Name (optional)
Custom Profiles (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Increment Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
ValueRequired
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Child Keys
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Child Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get All Values
Get all values stored.
ActionThis is an event a Zap performs.SearchFind existing data in your appKeysRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGet Secret
Get your Store secret as a value for use in a Code step.
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyRequired
Child KeysRequired
Child Values
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundKeyRequired
Value
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How bexio + PDF.co + Storage by Zapier Integrations Work
- Step 1: Authenticate bexio, PDF.co, and Storage by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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