Connect MakePlans to bexio and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

How Zapier works

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

Select a trigger from MakePlans

A trigger is an event that starts your Zap and runs the workflow. For example, with MakePlans, a trigger could be "Booking Cancelled."

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

Setup an action from bexio

An action is what takes place after the automation is triggered. For example, with bexio, the action could be "Create Manual Entry."

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

That’s it! You just connected MakePlans to bexio

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.

Connect MakePlans and bexio 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.

Connect MakePlans and bexio to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Instant
Try It
Booking Verified
Triggers when a new booking is verified.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Service
- Resource
  Required
- From
  Required
- To
  Required
- Person
- Event
- Count
- External Id
- Notes
- Person Name
- Person Email
- Person Phone Number
Action
Write
- Name
- Email
- Phone Number
- Date of Birth
- Postal Code
- Street
- City
- State
- Country Code
- Notes
Action
Write

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 Booking Confirmed
Triggers when a new booking is confirmed.
Trigger
Instant
Try It
New Customer
Triggers when an appointment by a new customer is made on the MakePlans booking site.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Email
- Phone Number
Action
Search
- 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

About MakePlans

MakePlans is for online appointment booking, scheduling and signups for classes/events.

Help

Related categories

Scheduling & Booking

About bexio

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

Learn more Help

Related categories

Accounting

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Connect MakePlans to bexio and automate any workflow

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

How Zapier works

Select a trigger from MakePlans

Setup an action from bexio

That’s it! You just connected MakePlans to bexio

Connect MakePlans and bexio to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect MakePlans and bexio to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}MakePlans to bexio and automate any workflow

How Zapier works

Select a trigger from MakePlans

Setup an action from bexio

That’s it! You just connected MakePlans to bexio

Connect MakePlans and bexio to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect MakePlans and bexio to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect MakePlans to bexio and automate any workflow