How to connect bexio + OneDrive + PDF4me
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Do even more with bexio + OneDrive + PDF4me
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, OneDrive, and PDF4me. 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 foundInfo 1
Folder
Include file object?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo 1
Folder
Include Folders
Allow External Drives
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo 1
Folder
Shared Folder
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder
NameRequired
Search all files, including files shared with you?
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder
NameRequired
Search all files, including files shared with you?
Info 1
Shared Folder
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFileRequired
Specify File Name
AttachmentsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Field NameRequired
Form Field TypeRequired
Initial Value
Position X
Position Y
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Top Margin
Bottom Margin
Left Margin
Right Margin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Current Image FormatRequired
New Image FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Output Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Specify EPC version
Specify EPC character set
Name of BeneficiaryRequired
Beneficiary's Account (IBAN)
Amount (EUR)
Business Code
Payment Reference
Remittance Information
Hint Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Amount
AV1 Parameters
AV2 Parameters
Billing Info
Creditor Address TypeRequired
Creditor City
Creditor NameRequired
Creditor Postal Code
Creditor Address Line 1
Creditor Address Line 2
Currency
IBANRequired
Language Type
Reference
Reference Type
Separator Line
Ultimate Debtor Address Type
Ultimate Debtor City
Ultimate Debtor Name
Ultimate Debtor Postal Code
Ultimate Debtor Address Line 1
Ultimate Debtor Address Line 2
Unstructured Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Crop Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Certificate FileRequired
Certificate PasswordRequired
PagesRequired
Signer Name
Sign Reason
Sign Location.
Height
Width
Horizontal Margin
Vertical Margin
Visible
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Extract ModeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Start Page NumberRequired
End Page NumberRequired
Remove Comments
Remove Header Footer
Accept Changes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Input Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Flip Orientation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template FileRequired
Template File Name
Template File TypeRequired
Input Data Format TypeRequired
Input Data TypeRequired
Meta Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Index File Path
Layout
Paper Size
Scale
Top Margin
Bottom Margin
Left Margin
Bottom Margin
Print Background
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Compression Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Output File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
OrientationRequired
Output File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Quality TypeRequired
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Quality TypeRequired
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
PasswordRequired
PermissionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Image Resize Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Rotate DirectionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Sign Image FileRequired
Sign image file name
PagesRequired
Horizontal AlignRequired
Vertical AlignRequired
Image Width
Image Height
Horizontal Margin
Vertical Margin
TransparencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Split Type
Page NumberRequired
Split File Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Search TextRequired
Select Split TypeRequired
Split File Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebUrlRequired
Layout
Paper Size
Scale
Top Margin
Bottom Margin
Left Margin
Bottom Margin
Print Background
Display Header/Footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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 foundInfo 1
Folder
Shared Folder
FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Folder
Shared Folder
FileRequired
Name of New FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder
NameRequired
Include file object?
Search all files, including files shared with you?
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder
File NameRequired
Include file object?
Search all files, including files shared with you?
Info 1
Shared Folder
FileRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger Name
Test File Url
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FileRequired
Specify File Name
Barcode TypeRequired
TextRequired
PagesRequired
Horizontal AlignRequired
Vertical AlignRequired
Barcode Width
Barcode Height
Horizontal Margin
Vertical Margin
TransparencyRequired
Hide Text
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
HTML ContentRequired
LocationRequired
Skip First Page
Margin Top
Margin Bottom
Margin Left
Margin Right
PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Page Number FormatRequired
Font Size
Set Bold
Set Italic
Horizontal AlignRequired
Vertical AlignRequired
Horizontal Margin
Vertical Margin
Skip First Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Image TypeRequired
Compression LevelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
First Row
First Column
Convert Number and Date
Ignore Null Values
Bold Title
Wrap Title Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Output Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Barcode TypeRequired
Text in the BarcodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
PDF/A ComplianceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Page NumberRequired
WidthRequired
Image FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Page NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Select PDF4me-WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Page NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
ExpressionRequired
PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template FileRequired
Template File Name
Select Input Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template FileRequired
Template File Name
Template File TypeRequired
Input Data Format TypeRequired
Input Data TypeRequired
Meta Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Image FileRequired
Image File Name
PagesRequired
Horizontal AlignRequired
Vertical AlignRequired
Image Width
Image Height
Horizontal Margin
Vertical Margin
TransparencyRequired
Set to Background
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Markdown File Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
FileName
Layer FileRequired
Layer File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Compression Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Quality TypeRequired
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Quality TypeRequired
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Paper Size
Columns per PageRequired
Rows per PageRequired
Print Profile
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Select barcode typesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Image TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Replace TextRequired
Image FileRequired
Image Height
Image Width
PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Paper Size
Columns per PageRequired
Rows per PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Rotate DirectionRequired
Page NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Barcode Text
Barcode FilterRequired
Barcode TypeRequired
Split Barcode PageRequired
PDF Render DpiRequired
Combine Pages with Same Barcodes
Return as Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Split Barcode PageRequired
PDF Render DpiRequired
Combine Pages with Same Barcodes
Return as Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
TextRequired
Font Name
Font SizeRequired
Font Color
Bold
Underline
Italics
Rotate
PagesRequired
Horizontal AlignmentRequired
Vertical AlignmentRequired
Horizontal Margin
Vertical Margin
Transparency
Set to Background
Set Transverse
Fit Text To Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How bexio + OneDrive + PDF4me Integrations Work
- Step 1: Authenticate bexio, OneDrive, and PDF4me.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.